Case Studies

  • Utilizing Deferred Sales Trust for Sale of a $3,000,000 Primary Residence

  • Utilizing Deferred Sales Trust for Sale of a $2,000,000 Rental Property

  • Utilizing Deferred Sales Trust for Sale of a $5,000,000 Business

  • Optimizing Tax Savings Through Cost Segregation for Real Estate Investor

  • How a Manufacturer Saved 30% in Taxes Through Strategic Tax Planning

  • Utilizing Deferred Sales Trust After Failed 1031 Exchange

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