44 COCOANUT ROW, #5, Palm Beach, Florida, 33480, United States
Established January 2017
Our firm's tax and
financial planning philosophy originates from listening to our clients' unique
concerns and wishes. One of our top priorities is helping our clients go from a
1031 exchange to Coupling a Monetized Loan with an Installment Sale.
Essentially, this deferral method allows sellers
to walk away from escrow closing with NO immediate capital gains taxes due and
still receive a tax-free lump sum of money that is nearly equivalent to the
sale proceeds. Do I have your attention?? The seller simply sells the property,
defers the taxes for decades, and receives a lump sum of tax-free cash at close
of escrow to invest however they see fit.”
1031 exchanges that are falling through, and
people want to finally cash out of their 1031 transaction. So anyone selling an
investment property or second home or sale of a business that will create a
large tax bill is a great client for the Palm Beach Tax Group.
Using patented strategies and exclusive
products, our plans provide protection for you to have the confidence to
maintain the lifestyle you deserve in retirement. Our team of Enrolled Agents
and Financial Planning Specialists make every effort to communicate solutions
and strategies to help minimize tax and increase assets.
- Sunday
- Closed
- Monday
- 9:00 am - 5:00 pm
- Tuesday
- 9:00 am - 5:00 pm
- Wednesday
- 9:00 am - 5:00 pm
- Thursday
- 9:00 am - 5:00 pm
- Friday
- 9:00 am - 5:00 pm
- Saturday
- Closed
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