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We specialize in helping business owners and investors defer or mitigate capital gains taxes. We work with a team of elite specialists around the country to provide access to strategies usually reserved for the super-wealthy. Our goal is to help clients keep more of their profits so they can use that money for the things that truly matter.
Whether it's a business, real estate or some other asset, our strategists will review your situation, understand your priorities and suggest the best strategy (or strategies) to achieve your goals.
Let's face it, the tax code is an intimidating monstrosity. Our strategists have decades of experience and spend hundreds of hours per year in trainings and masterminds, so you don't have to.
We work with all the resources involved (CPAs, Attorneys, etc.) to ensure your transaction goes to plan and achieves your goals in a painless and efficient manner.
We help you create structures by which you pay as little in tax as legally, morally, and ethically possible so you keep as much of your wealth for you and your family as possible.
Capital Gains Tax Strategist
The “Guardian Angel” of 1031 Exchanges, Ruth has been in the 1031 Exchange business for 30 years and doing capital gains tax strategy for almost a decade.
Asset Protection Specialist
For more than 40 years Barry has been helping businesses protect assets, mitigate taxes and maximize their net return on their sale.
Capital Gains Tax Strategist
Scott is an experienced Tax Strategist with deep experience in real estate and designing financial solutions for high-net-worth individuals.
Wealth Strategist
Matt is an experienced Wealth Strategist with experience in mortgage, title, real estate and insurance. Matt is a creative thinker that excels at problem-solving.
Capital Gains Tax Strategist
The “Guardian Angel” of 1031 Exchanges, Ruth has been in the 1031 Exchange business for 30 years and doing capital gains tax strategy for almost a decade.
Asset Protection Specialist
For more than 40 years Barry has been helping businesses protect assets, mitigate taxes and maximize their net return on their sale.
Capital Gains Tax Strategist
Scott is an experienced Tax Strategist with deep experience in real estate and designing financial solutions for high-net-worth individuals.
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We’ve saved our clients literally tens of millions of dollars in taxes. On average we reduce our clients’ tax obligations by 46%.
We specialize in helping clients defer or eliminate capital gain taxes. Whether you’re selling investment real estate, a primary residence, a business, cryptocurrency, boats, airplanes, or anything else, our strategies can save you tens or even hundreds of thousands of dollars.
Financial Tax Strategies
1313 N Milpitas Blvd
Suite 155
Milpitas, CA 95035
Toll-Free: (888) 977-1222
Email: info@deferthegainstax.com
Designed by Matt Nye.