Sheree Bearden Jones

Founder

Legacy Team Associates

Sheree Jones is the founder of Legacy Team Associates, a small business and commercial financing brokerage that specializes in partnering with her clients to obtain the financing and resources needed to build their legacy.

Before devoting her work fulltime to Legacy Team Associates, Sheree spent over 20 years in sales and consulting forming mutually beneficial lasting relationships in the health care industry.

Sheree has always been passionate about impacting her community, and she works diligently to inspire entrepreneurs to pursue their dreams.
She is a doting mother of two and works tirelessly to demonstrate the path of entrepreneurship and having multiple streams of income to leave a legacy behind to her children.

Those of us who own businesses, corporations, and commercial or residential investment real estate assets are often reluctant to sell because of capital gains taxes associated with the sale. But what choice do we have other than a property exchange directed by a Qualified Intermediary? Is there another way to deal with the capital gains taxes that so many investors experience when they sell their assets? The answer may lie in the Deferred Sales Trust.

For a FREE tax savings analysis, please complete the form below. A member of Estate Planning Team will contact you to discuss the results and answer any questions you may have.

Request for Analysis

Upon completion of this questionnaire, Estate Planning Team will analyze the information and will follow up with you to discuss potential next steps. We’ll be happy to provide a free illustration that clarifies the tax-deferral benefits that the Deferred Sales Trust can provide for your specific transaction.

Estate Planning Team is committed to protecting your privacy and will never share your information with anyone except those directly involved in preparing your personal tax-saving illustration. Thank you for giving us the opportunity to help you defer capital gains. If you have any questions at all, please don’t hesitate to call us. We’re always here to help.

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Step 1 of 3

CAPTCHA

Step 1

Name*

Age*

Marital Status*

Spouse's Name*

Spouse's Age*

Primary Phone*

Cell Phone

Email Address*

Step 3

Type of asset to sell*

Name/Description of asset being sold*

Additional asset/transaction information

How many years have you owned the asset?*

If less than a year, use a decimal.

Sale structure*

How is the asset owned?*

EXACT name of entity that owns asset*

Include LLC or Inc.

Your ownership share percentage*

Would other owners be interested in learning more about the DST?

Yes

State asset is located in*

Status of asset sale*

Expected gross asset sale price*

Debt to be repaid at closing

Expected selling expenses

Cost basis

Original purchase price + improvements.

Amount of straight line depreciation taken, if applicable

Sect 1250 depreciation, not deferring depreciation in excess of straight line.

Cash retained by seller at closing*

Expected excess depreciation recapture on sale of personal property/equipment (section 1245 property), if applicable/known

Estimated closing date*

Selling a highly appreciated asset?

Discover how you can defer capital gains and depreciation recapture taxes through the Deferred Sales Trust, an alternate to a 1031 Exchange that can protect your estate.