1LessTax Pay No Tax Alternatives - Definitions - Scenario 453M-DST
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
1LessTax.com – 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.
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
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.
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Ken Wheeler Jr. Mobile (515) 238-9266
Plans - BEME
Tax - Legal - Estate - Tax
- Exit Strategies & Planning
Tax - Legal - Estate - Tax - Exit Strategies & Planning
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 Advisor
Tax and Legal Advisors always recommended.
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