Selling an appreciated asset with a significant tax liability?


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.  


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. 

Judge Billings Learned Hand

(January 27, 1872 – August 18, 1961) 

Was an American judge and judicial philosopher.

He served on the United States District Court for the Southern District of New York

and later the United States Court of Appeals for the Second Circuit.

Hand has been quoted more often by legal scholars and

by the Supreme Court of the United States than any other lower-court judge.

“Any one may so arrange his affairs that his taxes shall be as low as possible; he is not bound to choose that pattern which will best pay the Treasury; there is not even a patriotic duty to increase one's taxes.”

Gregory v. Helvering, 69 F.2d 809, 810 (2d Cir. 1934)


“Over and over again courts have said that there is nothing sinister in so arranging one's affairs as to keep taxes as low as possible. Everybody does so, rich or poor; and all do right, for nobody owes any public duty to pay more than the law demands: taxes are enforced ex-actions, not voluntary contributions. To demand more in the name of morals is mere cant.”

Commissioner v. Newman, 159 F.2d 848, 851 (2d Cir. 1947) - dissenting opinion

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Sellers / Tax Payers

Our Team Can Help:

Our Benefits & Outcomes

  • Tax Deferral

  • Tax Elimination

  • 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

  • Solve Multi-Owner challenges when goals are not aligned

Business Meeting
Professionals Associated with Asset Sales

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

You Are NOT Alone!

  • Real Estate Professionals

  • M&A and Business Broker Professionals

  • Hedge Funds & Private Equity Managers

  • Professional Medical and Real Estate Associations

  • Qualified Intermediaries / Title Professionals

  • Investment & Advisory Professionals

  • Insurance Professionals

  • Business Consultants & Coaches

  • Fine Art Professionals

  • Estate Attorneys

  • CPA’s & Tax 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.