Tax Reduction Services


1LessTax Pay No Tax Alternatives - Definitions - Scenario 453M-DST (Deferred Sales Trust)

When Planning, Transferring, Flipping or Selling Any Property or Business

Summaries of Alternatives For Diversification While Saving Tax Expense


Protect Income                  Reduce Tax Burden                      Protect Taxable Gains – Ken Wheeler Jr.

Background includes 15 years as a commercial contractor constructing buildings and agriculture business facilities in the Midwest. For the next 25 years was a business broker and financial advisor involved in assisting business and property owners to sell, merge or acquire (mergers and acquisitions) and fund (investment banking). We consistently had challenges to transfer ownership and maintain wealth. The end goal challenge generally included an efficient tax and estate plan. Am not a CPA but worked with CPAs and tax attorneys to plan. A CPA and attorney are much like a doctor. Unless one can tell them exactly where it hurts they generally volunteer little. What they tell us is within the scope of their practice that generally does not work extensively with property transfer tax code. My experience is with transferring property and keeping our money, i.e. saving tax money within the tax code. A CPA/tax advisor generally knows their client’s tax details. We can be assistants to tax advisors and a client to minimize taxes when it is a goal.

When selling any type assets and properties we have several advanced tax obligation choices.

Internet-Video Sources

  1. Deferred Sales Trust  Detail: &

  2. More Deferred Sales Trust  Detail:

  3. Comparison Model of the Deferred Sales Trust (DST) versus a Charitable Remainder Trust (CRT)

  4. (Monetized 453M) at 1031FEC  This Is Not a Deferred Sales Trust!  Not recommended for Section 1245 property.

  5. Commercial Real Estate Accelerated Depreciation:  and

  6. Cost Segregation: Business deductions using cost segregation and accelerated depreciation.

Your CPA always recommended for tax consultation.

There may be a more suitable or appropriate tax structure depending on your circumstance. We would like to have one of the Estate Planning Team's tax specialists discuss your specific circumstances and goals with you.

For a FREE tax savings analysis for a commercial or investment property, or a stock or a business you own Go here

We include a non-disclosure confidentiality document for doing business. We are searching for long term integrity associates with common goals.  Look forward to knowing you and your goals.

Confidentiality-Non Disclosure Agreement

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Site Contents: Home  Page 2  (What We Do- Basic Tax Options)  Page 3 (14 Tax Alternatives)  Page 4 (Sale-Leaseback)

Page 6 (Short Sale-Foreclosure Definitions) Page 7 (Tax Rule-Contact)  Page 8 (Probate-Titling-Land Trust)

 I-Meet Schedule (1LessTax Informational Meetings)   1031FEC Page: (Net Investment Income Tax)


Certified Probate Real Estate Specialist

Ken Wheeler Jr. Mobile (515) 238-9266

Business Entry-Management-Exit Plans - BEME

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

Property Manager Representative

Your Own Tax Advantaged Opportunity Zones


Financial Exchange Coterie    Florida International Trade Center

5654 Marquesas Circle    Sarasota, FL 34233

Phone (941) 227-3024  -  800-333-0801 -  Fax: 888-898-6009

Licensed Real Estate Broker    Asset Tax Advisor

Contact us for free consultation

Tax and Legal Advisors always recommended. 

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