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Grow 100% of Your Money Over Time for Maximum Benefit

Defer Capital Gains

Our IRS accepted Income tax solutions are based on stable tax codes that have been in place for decades and unique areas of tax law that allow significant value-added benefits for our clients.

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  • Article 1 Section 10 of the US Constitution & Supreme Court Rulings

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  • US Treasury, UPI Act, Uniform Trust Code.

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  • IRC 72,101,7702 that govern all US Insurance Policies

Spendthrift Trust 

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Spendthrift Trust with PPLI

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New Trust Solutions Coming Soon

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Opportunity Zone vs. 453 vs. 1031

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Solutions
Business Team

Tax Deferral Services addresses tax concerns created by the sale of appreciated assets. Most commonly real estate, business interests, fine art, but also includes many other asset types.

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Our team of CPA & Attorney Specialists utilizes IRS TAX codes and US tax laws to offer various flexible tax solutions to fit our client’s unique financial circumstances and goals. 

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  • Replace or Amend a 1031 exchange - rescue a failing 1031

  • PROPERLY IMPLEMENTED AND 643 COMPLIANT Trusts

  • Various Trusts to achieve benefits and outcomes​

  • ​Opportunity Zone investments

    • Offset Gains with this solution even after a taxable event

Benefits

  • Tax Deferral

  • Liquidity

  • Control - Everything

  • Flexibility of investments

  • Diversification to lower risk

  • Default protection on the installment note

  • Income replacement

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Dollars
Outcomes

 

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  1. 20%-50% more proceeds at close vs. paying tax year of close.

  2. 100% Control - over your money, when you pay tax, when & what you invest in. 

  3. Empower Sellers – allowing them to help loved ones, pursue goals, & help charitable causes.

 

 

“The Secret to Success is to Own Nothing, but Control Everything!”

Nelson Rockefeller

Top 10 Challenges We Solve
Business Handshake

  1. Solve Need for Control

  2. Solve Need for Liquidity 

  3. Solve Multi-Owner Challenges – especially if they have different goals

  4. Solve Mortgage / Debt Over Basis situations – help clean up balance sheets

  5. Solve desire to Exit Real Estate

  6. Solve the hassle of the 45-day Identification / 180-day close requirements of 1031 exchanges

  7. Solve a Failing 1031 exchange by amending into an IRC 453 structure

  8. Solve need to Replacement or Increase Income

  9. Solve fears preventing listing your asset for sale

  10. Solve Developers/Syndicators desire for cash investments vs. 1031 funds

Request Free Analysis for your Asset Sale

Upon completion of this questionnaire, Adam Ausloos will analyze the information and a member of our team will contact you to discuss your circumstances.

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We are committed to protecting your privacy and will never share your information with anyone except those directly involved in preparing your personal illustration. Thank you for giving us the opportunity to help you defer capital gains. If you have any questions, please call--we're here to serve you.

Need more details? Contact us.

We are here to assist. Contact us by phone, email or via our Social Media channels.

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