top of page

Fiduciary Solutions   

Acting In Our Clients Best Interests

Solutions You CONTROL
Designed To Empower You To Help Your Loved Ones & Charitable Causes

TAX DEFERRAL SERVICES and our Tax Team of the nation’s foremost expert Tax Practitioners, CPA’s, Estate Attorneys, and Advisors allow us to customize multiple variations of tax deferral structures, partnerships, estate plans and charitable strategies to fit our client’s unique financial situations. Our Tax Team's Decades of Experience will help you implement tax strategies that are legal, low risk, and structured correctly for maximum benefit for you. 

 

Ways We Help Address Tax Concerns.

  1. Defer Capital Gains – on appreciated asset sales

  2. Eliminate Capital Gains – on appreciated asset sales

  3. Tax-Free Treatment Solutions  

  4. Estate Tax Planning – Eliminate 40% "death" tax

  5. Mitigate Income Tax on active income


     

 

 

 

​​​

Click the drop-down Tabs on the header above for the specific solution in each category you are looking for! 

WATCH A FULL PRESENTATION OF THE BENEFITS OUTCOMES AND CHALLENGES WE SOLVE

Tax Deferral Report 

Figuring out taxes by yourself can be rough but we are here to help! Enter in your numbers to the form below and we will run a report for you. View a sample report here.

Thanks! Message sent.

Your Challenges Have Solutions!

 

We Solve;

  1. Tax concerns - Current Tax Environment Increases

  2. Crypto Tax Planning Solutions

  3. Control concerns

  4. Liquidity needs

  5. Flexibility and Customization needs

  6. Asset protection concerns

  7. Rescue Failing 1031 exchanges/replacement of 1031s

  8. Rescue Installment notes 

  9. Income replacement needs 

  10. Default risk

  11. Debt over basis situations

  12. Multi-owner issues - to fit each individual's goals

  13. Step up in basis concerns

  14. Estate & Charitable planning goals

And more…..

How We Protect You

TAX DEFERRAL SERVICES works hard to protect your information and your accounts.

  • You have CONTROL over everything Important to you allowed by law and IRS code!  

  • Our Team has 60+ years of experience, including the nation’s foremost expert Tax Practitioners, CPA’s, Estate Attorneys, and Advisors that specialize in the solutions we provide. 

  • Every employee of Tax Deferral Services is a licensed fiduciary. Adam Ausloos requires this to ensure every employee that serves our clients understands the importance of acting in our client’s best interest to protect their financial interests and goals.

  • We provide sellers and their advisory team with detailed IRS validity information, including but not limited to legal letters of opinion, general counsel memorandums, PLRs, and public records supporting IRS acceptance of the solutions we provide. 

  • Tax Deferral Services only refers to qualified expert 3rd party CPA firms to ensure all tax services and advice is independent, accurate, and transparent to give our clients peace of mind.

  •  We utilize account restrictions at our custodian requiring the Sellers' original signature to approve all disbursements from their account.

  • Our Tax Practitioners have appropriate E&O and  Legal Malpractice insurance to cover the legal & tax services they provide.

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.

​

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.

bottom of page