What is a
Tax Deferral Consultant?

You’ve worked hard for years on building the value of your investments.
Then you find out that if you want to sell, Uncle Sam will take 30% to 50% of your hard earned money in taxes.

I feel your pain! And… I’ve done something about it. There is no need to give away your hard earned money. You need a Tax Deferral consultant!

What is a Tax Deferral Consultant?

A Tax Deferral Consultant uses tax structures to legally reduce, defer, or avoid capital gains taxes against the sale of hard assets like personal property, investment property, or businesses.

Why work with us?

We are not a one trick pony.
Let’s face it, if someone is talking with you about one or two tax deferral solutions, they are not consultants. They are salesmen trying to sell you their product. We have over ten tax deferral options and new ones are being added every year.

We are nationwide educators on the subject of Tax Deferral.
We have taught tax deferral strategies at over 100 real estate offices across the United States as well as lending institutions and CPA offices. In addition, we are on track to train over 100 Tax Deferral Consultants across the United States, so we have multiple consultants in every state of the union.

Our company puts our client’s interests first. This is why we give you a Tax Reduction Questionnaire at our first meeting and request you review it with your trusted tax professional. We understand the world is full of people willing to sell you something you don’t need. That is not us. We measure success based on the integrity of the decisions we make, not the dollars we put in our bank account.

We really, truly want you to make the best decisions possible on what is likely to be one of the biggest financial decisions of your life, and we have more options than anyone else.

Hi, my name is Carl Worden and
I am a Tax Deferral Consultant.

I’ve helped hundreds of investors just like you to reduce, defer, or avoid taxes on capital gains. 

The 1031 Exchange is a great tax deferral tool. In fact, I am a real estate investor with over 18 personal 1031 Exchanges completed.

However, the 1031 Exchange has its limitations. The good news is, I have over 10 other tax deferral options to choose from. 

I truly enjoy helping others save money on taxes, so I’d love the opportunity to meet you and share some options with you. 

Carl at the Beach

Need advice on which Tax Deferral Strategy is right for you?

Let me walk you through the process step by step. Book a 10 minute appointment to learn more…