Complimentary strategy call

Keep more of what you earn.

Selling property, running a business, or earning more every year? Book a complimentary call with a DeferTax strategist and see which tax options fit you.

Your income, your assets, and any sale or big event coming up
Which of our 40+ deferral and minimization strategies fit you
A rough savings estimate and clear next steps, with or without your CPA

Carl Worden & Chris Shockowitz

Tax Deferral Strategists, best selling authors, and nationwide educators.

Pick a time

Choose a day and time that works for you.

Free

30 min Phone or video No cost, no obligation

October 2026 ‹ ›

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Wed, Oct 14 · Pacific

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Your info stays private. We never sell your data.

40+Tax minimization options, combined into hundreds of strategies

40+Money managers to build the right portfolio at any price point

20Insurance carriers we are appointed with

$0Cost for your first strategy call. No products sold.

Who this call is for

If taxes are eating your gains, this call is for you.

We work alongside your CPA, business broker, or real estate pro to build a plan that legally keeps more of your money working for you.

Real estate investors

Selling a rental or portfolio and facing a big capital gains bill.

Business owners

Planning an exit, a sale, or just tired of overpaying every April.

Homeowners

Sitting on equity above the exclusion limit, or selling a second home.

High income earners

Strong W-2 or K-1 income and a tax bill that keeps climbing.

Realtors

Want better options for clients with large gains on the table.

Crypto investors

Large unrealized gains and no clear plan for taking profit.

Meet your strategists

Fiduciaries, not product sellers.

We build the right plan for your goals, then implement it for you, with you, or coach you through it.

Carl Worden

“Investors get rich by learning how to invest. They stay rich by understanding how to reduce or defer taxes.”

Carl has helped hundreds of real estate investors, homeowners, and business owners defer capital gains taxes on the sale of a primary residence, second home, investment property, or business.

He is a best selling author, a nationwide educator on tax deferral, and a partner at DeferTax. His focus is simple: show you every legal option before you hand 25% to 50% of your gain to the IRS.

Best selling authorNationwide educatorCapital gains deferralFiduciary

Chris Shockowitz

“Tax preparation costs you money. Tax planning saves you money.”

Chris is an experienced investor who has helped build multiple businesses. He knows the tax side of growth from the inside, as an owner and an investor.

Together with Carl, he delivers the DeferTax message nationwide, working with investors, realtors, and financial professionals across the country. He is a technology leader, best selling author, and Tax Deferral Strategist.

Best selling authorTechnology leaderInvestor and founderFiduciary

Why give away 25% to 50% of your gain when you legally don't have to?

Book my free call