Don't Pay More Taxes Than You Legally Need To...

We have 13 tax deferral options we can combine into literally 100’s of strategies. We’ll start with understanding your goals.

‍If you want to…

• Cash Out Now or Retire
• Sell Now and Buy Immediately
• Sell Now and Buy Later (even more than 180 days)
• Super Charge Your Portfolio
• Or Build A Legacy
‍
We have more tax deferral options than most other firms. Best of all, we will not sell you anything. We are Tax Deferral Consultants, not product salesmen.

Below is one of our most popular options, the 1031 Exchange. Just follow the instructions on the request form below and we will get your exchange started in 24 business hours or less.

Start An Exchange Instructions

This form is designed to gather all relevant information to Start An Exchange. Not all information is required to start but please include everything you have at this time.

Required Information:

Seller: The person or primary contact for the sale of the property or business. The seller’s name, phone number, and email are required.

‍Address To Be Sold: This is the mailing address of the property that will be sold in this exchange. The property you wish to purchase does not need to be known at this time.

‍Optional Information:

‍The sale of a property or business will typically require either a Title Company to manage the escrow of the sale or a Lawyer from a Legal Firm to manage the transaction.

All optional information is related to identifying the lawyer, Legal Firm, and case Number or the Title Company, Escrow Officer, and Escrow Number.

Space for additional comments is also provided.

‍Would You Like To Include Defeasance Language in the 1031 Exchange?

This is a Yes / No question. Click this link to learn more about defeasance language.

Too Many Questions To Get Started Now? Then...