We Are Tax Deferral Consultants

What is a Tax Deferral Consultant?

A Tax Deferral Consultant uses tax structures to legally reduce, defer, or avoid capital gains taxes against hard assets like personal property, investment property, or businesses. We offer 12 tax deferral strategies, not one or two. No one else in the industry does this. 

We Teach Investment Advisors To Become
Tax Deferral Consultants

In fact, we have a scheduled training called,

How I Used The “Advisors Formula” To Close
Over $7 Million of AUM in 3 Months!

In this training you will learn, 

Part #1 – Why most financial advisors are fiercely competing for $100k deals and completely missing the million-dollar deals?

Part #2 – How to connect with baby boomers looking to retire and unlock over $60 trillion in assets that no one else knows how to manage.

Part #3 – The Simple 5 Step Process to qualify leads and close million dollar deals like clockwork.

Part #4 – How to land your first client in a matter of weeks instead of months.

If You'd Like To Learn More About
Becoming A Tax Deferral Consultant

You can watch our webinar or

Meet with us...

Here Are Three Recent Students...


Tim K.

I have been with Tax Deferral Strategies for a month and gone through the training. 
I now have two individuals with a total of $4 million that I will be consulting with to save on taxation.

Paul N.

I joined the Tax Deferral Consultant course a few weeks ago and I now have a $2.5 million deal in process.
The client is deferring $400K in tax on the sale of his business.
Becoming a Tax Deferral Consultant is a game changer for me.

Mark C.

After hearing about the Tax Deferral Strategies a few months ago, <my client> contacted me about possibly putting $1.1 million into the mechanism. Before the call was over, he was already asking about doing more (bringing the total to $2.2 million)!
Plus, once <my client> sees the concept working I would expect even more business in the future.

You can watch our webinar or

Meet with us...