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CPA's & Tax Professionals

How Can CPA's & Tax Professionals Earn More Business In This Highly Competitive Market?

By joining the Estate Planning Team and diversifying the services you offer your clients and prospects!

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When you join the Estate Planning Team (EPT), you can offer your clients The Deferred Sales Trust (DST), a strategy to defer the capital gains tax from the sale of a client's real estate or business. The installment sales contract ("note") given to a Seller from the sale of a capital asset to the DST is an estate asset like any other. However, given the income producing potential of the note, new opportunities for tax planning and tax return preparation are presented for tax professionals with every DST case that closes.  

The American Bankers Association estimates that over the next 20 years approximately $17 trillion dollars will exchange hands as one generation hands over its wealth to another.  This wealth transfer challenge presents an astounding opportunity for tax professionals to offer their clients estate and tax planning services.

EPT is a membership organization that empowers its members by providing the marketing tools and assistance of tax and legal professionals to help you tap into this wealth transfer.

EPT's marketing guides show you how to earn valuable client referrals from realtors, attorneys, insurance agents, and financial advisors. You will learn why these individuals will want to refer their high net worth clients to you and how they can also benefit.

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 a marketing plan to use your website to generate leads.
Join now and start growing your business today!