Are you a Medical or Legal Practitioner?

You have no doubt put a lot of time and work into developing a very successful practice. Now it is time to move to the next phase of your life. You wish to sell your practice, but will have a very large capital gains tax burden that eats into your hard earned proceeds.

Don’t fret. The Deferred Sales Trust™ may be the answer to your continued profitability and retirement planning goals. It may even be of benefit for other assets you have accumulated over time.

You are many steps ahead of your colleagues that had no idea there was a better way to sell your practice and keep your gains working for you for many years to come.

If you already have a buyer, or have your practice listed for sale, fill out the Qualification Questionnaire and find out if a Deferred Sales Trust™ makes sense for you.

If you are in the research phase of deciding if selling is the right option for you, sign up for the next free teleconference and learn about how the tax strategy works. Even if you can’t make the exact time and date, sign up and email us that you would like to receive a link to the next recorded call.

Make an educated choice, and your post-practice years will be greatly enhanced.


Two Options For You....

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To You!


You have a buyer or offer for your Business, Real Estate, Practice, Stock Portfolio or Collection.

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You are deciding whether or not to Sell and Need to Know what Options you Have.
Never Pay Property Gains Tax Again

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This material is not intended as an offer or solicitation for the purchase or sale of any security or other financial instrument. Securities, financial instruments or strategies mentioned herein may not be suitable for all investors. Any opinions expressed herein are given in good faith, are subject to change without notice, and are meant for informational use only. The information contained on this site does not constitute advice on tax or legal issues. This material does not take into account your particular investment objectives, financial situations or needs and is not intended as a recommendation of particular securities, financial instruments or strategies to you. Before acting on any recommendation in this material, you should consider whether it is suitable for your particular circumstances and, if necessary, seek professional advice.

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