One fine body…
- Orange County, California Area, United States
- Work Financial Consultant
- Industry Finance / Banking / Insurance
- Website http://goo.gl/w4e89c
- About I am a member of the Estate Planning Team, a team of professionals trained in the principles and strategies of business planning and wealth succession planning implementing the Deferred Sales Trust. Estate Planning Team is a professional group of highly trained advisors comprised of tax attorneys, and advisors and CPAs committed to assisting clients with business transitions. The Deferred Sales Trust is a tax-deferral strategy. Over the next twenty years, it is estimated that 20 trillion dollars will transition to the next generation in the United Sates. Many of these individuals want to minimize their potential tax liability by deferring capital gains and probate avoidance tax situat...