Growing Your Financial Advisory Business?

At Tax Deferral Strategies, we help Investment Advisors and Financial Planners reduce, defer, or eliminate their client’s capital gains taxes owed on the sale of a primary residence, investment property, business, stock, crypto, or almost any highly appreciated asset.

We also help business owners and high income earners reduce their taxable income by 30% to 70%.

This allows you to…

* Differentiate Yourself From Every Other Advisor Out There
* Attract Higher Net Worth Clients
* Increase The Size of Your Transactions

You see, over the last 14 years, what we have found is that the more money a client has, the less money they have in cash accounts like IRAs, 401K, or cash.

Most of their wealth is tied up in hard assets like their primary residence, investment properties, and businesses.

In fact, baby boomers in particular have 20% or less of their wealth in cash accounts.

Yet most Investment Advisors and Financial Planners are fiercely competing for that same 20% while ignoring the other 80%.

In addition, a client can end up paying 25% to 50% of the proceeds in the sale of those hard assets in taxes when they legally did not have to.

We think a complete financial plan includes the client’s cash accounts, hard assets, and tax planning for the eventual sale of these assets. That’s where we come in.

We have a training program designed to teach Investment Advisors and Financial Planners how to find the clients that need our help, how to work through the process of finding the right solutions for their clients, and how to execute the transactions with the right providers of tax deferral services to legally defer up to 100% of their capital gains taxes or reduce income taxes.