© 2017 by Tax Deferral  Services

adam@defernow.com
 Call Now  414-269-2600
  • LinkedIn Social Icon
  • Facebook Social Icon
  • YouTube Social  Icon

Selling an appreciated asset with a significant tax liability?

WE CAN HELP! - DEFER NOW

THE BIG PICTURE - "Helping People Help Others"

We empower sellers of appreciated assets, by allowing them to direct more of the funds from their asset sale to benefit their loved ones and favorite charitable causes.  

HOW WE HELP

Tax Deferral Services and our team of tax and legal practitioner specialists provide tax solutions to address various tax concerns to help our clients enjoy the full success of their hard work.  We take the time to understand our clients’ goals and unique situations to fit custom tax solutions for their benefit. Solutions that empower our clients' allowing control of their assets, tax-deferred sales, and estate strategies to create, preserve, protect, enhance, and transfer wealth. 

Watch & Learn
Sellers / Tax Payers

Our Solution Benefits & Outcomes

  • Tax Deferral

  • Liquidity

  • Control - Everything

  • Flexibility of investments

  • Diversification to lower risk

  • Default protection on installment notes

  • Income replacement

 

Empower the Big Picture

  • Estate Planning Benefits

  • Wealth Transfer / Probate Tax Avoidance

  • Pursue Charitable Goals

 

Alternative Options Vs.1031 Exchange

  • More Control and Flexibility

  • No Time Restrictions to ID or close in 180 days

  • Rescue Failing 1031s  "1031 Bailouts"

  • Do Not need to carry over debt

  • Solve Debt Over Basis

  • We solve Multi-Owner challenges when goals are not aligned

Our Team Can Help:

Professionals Associated with Asset Sales

Our Team solves problems and helps professionals address client objections and concerns.​

  • Real Estate Professionals

  • M&A and Business Broker Professionals

  • Investment & Securities Professionals

  • Estate Attorneys

  • CPA’s & Tax Professionals

  • Qualified Intermediaries / Title Professionals

  • Insurance Professionals

  • Bank & Mortgage Professionals

Need more details? Contact us.

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