Financial Exchange Coterie      Tax Efficiency Services

We do not market annuities, insurance, list real estate or businesses. We may, with client request or permission, refer to those who do.

1LessTax & PayNoTax Alternatives For Property & Business

Reduce, Exclude or Defer Tax for Income or Proceeds   

     Reduce High Tax Bracket      

Gain Wealth by Saving Tax

Protect Income - Avoid the Stealth Tax

  Keep your Money

CPA Approval * We work with your Tax Advisor-CPA



§1031*§1033*§721 Tax Deferred Exchange

Updated Tax Deferred Exchange & Tax Exclusion Codes Page 3


§453 Contract * Deferred

§453 Contract *  TDCO

Newer Tax Code Income & Exit Strategies Page 3

For Real Estate - Businesses - Residence - Securities - Valued Assets

High Income - IRA & 401k Retirement Plans - Annuities

Plan to Avoid the Stealth Tax.

Qualified Business Sale Gain Tax Exclusion      Your Business Qualify?

Ask us:

Your Own Tax Advantaged Opportunity Zones &

plus more


§1045 Business Exchange

§1202 Business Exclusion

Roth IRA, 401k & HSA

§469 & §179 New & Rehab

LegacyChange Plans

Perpetual Trust















 Page 3 (Tax Alternatives)

Tax & Estate Plan Tax Burdens?

High Income?

Wish IRA-401k Tax Reduction?

Costly Stealth Tax Victim?

For Your FREE 1LessTax

Consultation or  Informational Meetings Link

Go Here







For Meeting Details



 Property Disqualified for IRS §1031 Tax Deferral?



Flipping Homes or Selling Any Real Estate?



Reduce, Pay Less or No Tax Alternatives



Assure You & Your CPA are Aware of New Options 

Pay No Tax With/Without Alternative Income Properties


Tax Free Capital Gains Plus Protect Income


Businesses, Property, Assets and Income May Qualify


Protect Business, Home, Personal Property Proceeds


Tax Solutions and Ideas to Reduce Tax Burden


What are your alternative advantages-solutions to your tax challenges? 


Go here to Page to REGISTER for More Detail

For Informational Meet Link


For economical, simple estate plans

Prevent Heir/Beneficiary/Executor Conflict 

Avoid Probate

Guaranteed & Insured Income

Phone 800.333.0801

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There are two systems of taxation in America

One for the informed...and one for the uninformed.

Most transactions have proceeds that most will flow to new investments. Find your opportunities.


Protect Taxable Gain                          Confidentiality-Non Disclosure Agreement                                    Protect Income

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 Through Affiliate Site Contents: 

Page 2  (What We Do-Basic Tax Options) 

Page 3 (Basic Tax Alternatives)

Page 4 (Sale-Leaseback)

Page 5 (453M-DST)   

Page 6 (Short Sale-Foreclosure Definitions)  

Page 7 (More Tax Reduction Rules)   

Page 8 (Probate-Titling-Land Trust)

Page 9 (New Rules & More)

Education (by PowerPoint)

Business Page:  Business

I-Meet Schedule (1LessTax Informational Meetings)        

1031FEC Page: (Net Investment Income Tax)

View 1LessTax Reduction Services

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Business Entry-Management-Exit Plans - BEME

Tax Reduction - Legal - Estate - Tax - Exit Strategies & Planning


Your Own Tax Advantaged Opportunity Zones


Financial Exchange Coterie (FEC)

5654 Marquesas Circle

Sarasota, FL 34233-3331

Exit Strategies for Business Owners, Property

 Real Estate & Asset Owners

Asset Tax Advisor  

Licensed Real Estate Broker  

Certified Probate Real Estate Specialist    CPRES   

M&A     Property Management Intermediary

For Tax Updates and News go to Facebook   @1LessTax


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This website for

•   Asset Owners

•    Real Estate and Mortgage Professionals
•    Securities Advisors
•    Insurance Professionals
•    CPA's and Tax Professionals
•    Attorneys & Paralegals
•    Banks & Financial Institutions
•    Title Insurance Representatives
•    Qualified Intermediaries Service Providers


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“Booneisms”: “A fool with a plan can beat a genius with no plan”.

“Keep focused. When you are hunting elephants, don’t get distracted chasing rabbits.”



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