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Estate Planning Team (EPT) is a membership organization comprised of attorneys, CPAs, QI's, real estate, insurance, and financial service professionals dedicated to helping their clients preserve their wealth and protect their estates.  As a member of EPT, you have access to independent tax and legal professionals with the expertise to present capital gains tax deferral solutions to your clients. One of these strategies is the Deferred Sales Trust, (DST), a potential solution to defer capital gains tax and depreciation recapture tax exposure on the sale of highly appreciated business, real estate, farm or other assets. 

How does the Deferred Sales Trust help EPT members grow their business?

When a highly appreciated asset is sold using the DST, the sales proceeds must be expertly invested. Introducing prospects and clients to the DST offers insurance and financial advisors an opportunity to invest the sale proceeds that are in the DST. In the case of a business broker or real estate professional, introducing a seller to the DST can help you bring added value setting you apart from the competition to earn the property or business listing. The DST can help CPAs, QI's and attorneys expand their business solutions and gain new clients.

Why Join Estate Planning Team? 

In today's challenging and competitive marketplace, professionals are looking for innovative ways to earn business.

How do you prospect for new clients or earn new business from your existing clients? How do you set yourself apart from the competition and position yourself as the knowledgeable professional in your industry? estimates that over the next 20 years trillions of dollars will be passed from one generation to another in "The Great Wealth Transfer" 

Much of this wealth transfer will be highly appreciated real estate which typically creates capital gains tax and depreciation recapture tax exposure for the seller. The Deferred Sales Trust may be the solution for your clients and prospective clients!

Estate Planning Team provides members with:
  • Access to the DST, which can help to set you apart from the competition, open meaningful conversations with wealthy prospects and existing clients.
  • Access to tax and legal professionals that present and execute the Deferred Sales Trust for your prospects and clients.
  • A networking plan to earn high net worth client referrals directly from other professionals.
  • A marketing plan to use the DST to connect with high-net-worth prospects.
  • A personalized DST lead generation website and marketing guide on how use your website to generate leads.

To learn more about the mechanics of the Deferred Sales Trust, how the DST can increase your business revenue, or to join Estate Planning Team, please contact us to schedule a call.

Join EPT and Start Growing Your Business Today!