First Name
Last Name
Email
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Phone
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Address
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State
Postal code
Marital Status
Marital Status
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Which Best Describes You?
I want to reduce my personal income tax liability
I’m selling a property and I’m interested in deferring capital gains taxes using a 1031 Exchange or related strategy
I’m selling a property in a 1031 Exchange and the exchange is failing
I’m selling a business and I want to defer the capital gains taxes
I want to be able to completely avoid paying capital gains taxes in the future
I’m interested in protecting my assets now and for future generations
I'm working a tax planning professional but I want to see what else is out there
Adjusted Gross income
My adjusted gross income is less than $670K
My adjusted gross income is more than $670K
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Timeline
My property or business isn’t under contract; I’m planning for the future
My property or business is under contract and will close within 180 days
My property or business is under contract and will close within 90 days
My property or business is under contract and will close in less than 30 days
If you have a closing date, please enter it here.
Target Transaction Close Date
Trust Product Interest
I want the maximum asset protection allowed by law for my assets during my lifetime and for future generations
I want to minimize my income tax liability
I want to avoid paying capital gains taxes in the future
I want to create a legacy of charitable giving
Property Type - Select one
Property Type
Primary Residence
Investment Property
Business
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Location of Property
State property being sold is located in
Alabama
Alaska
Arkansas
California
Florida
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Percentage of Ownership
Property Sale Price
Property Mortgage Balance
Property Real Estate Commission Percentage
Property Original Cost
Property Capital Improvements Made
Property Rental
Has this property ever been a rental?
Yes
No
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Property 1031 Status
Did you 1031 into this property?
Yes
No
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Property Depreciation Taken
Current Advisors
I have a trusted CPA or Tax Advisor
I have trusted legal counsel
I’m open to working with accounting and legal professionals that are well-versed in the strategies you offer