Talk to a Tax Strategist.

To continue your tax minimization journey, book a time below. One of our Tax Strategists will meet with you to build a customized tax strategy that fits your needs.

Pick a time 877.829.7872

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Tax Strategist Calendar

Any available strategist. Pick what works for you.

30 min Phone or video Complimentary

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.

Prefer someone specific?

Book directly with a strategist.

Chris Shockowitz

Tax Strategist

I help investors legally reduce, defer, or eliminate capital gains taxes on the sale of a home, investment property, business, stock, crypto, or almost any highly appreciated asset.

Book with Chris →

Carl Worden

Tax Deferral Consultant

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

Book with Carl →

Kerry Worden

Tax Deferral Consultant

I help investors legally reduce, defer, or eliminate capital gains taxes on the sale of a home, investment property, business, stock, crypto, or almost any highly appreciated asset.

Book with Kerry →

Who this call is for

If taxes are eating your gains, this call is 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.