Do you have a client (or maybe yourself) selling a business, property, or some other asset which will generate a large amount of capital gains?
Are you wondering what options are available to solve the capital gains problem?
Submit a Request for Capital Gains Analysis with no strings attached
(takes about 3 minutes to complete)
No client-identifying information is asked for in the Analysis if you are requesting on behalf of somebody
This way, you can see what actual value can be delivered before making any introductions
Feel free to use the results to start a conversation with your client, or their current advisor, about helping them save or defer potentially hundreds of thousands in taxes (or more)