Defer Tax Survey

Contact: 877.829.7872 | info@DeferTax.com

We are excited for the opportunity to walk you through some tax minimization strategies.

Please fill in the contact information below and complete a few short questions.

Full Name *

Email *

Phone *

Company Name *

Do you own a business?

Yes

Does your business earn more than $500,000 in profit and would you like to reduce your income tax bill?

Yes

Would you like to sell your business, but the tax bill is stopping you?

Yes

Does this business have multiple partners, and some are looking to exit while others want to keep the business?

Yes

Does this business have unique risks that are hard to insure?

Yes

Does this business have key players you would like to retain?

Yes

Medical, Dental, Mechanical, Electrical, Plumbing, Structural Engineering, Architecture, Cannabis, Wineries, Breweries, or specialty contractors

Do you own a business that discovers information that is technical in nature and fits into one of these business categories?

Yes

Do you own Investment Real Estate?

Yes

Do you wish to Sell your Investment Property without paying taxes, and…

A) Reinvest in Investment Real Estate?

B) Cash out without paying taxes?

C) Buy a Primary Residence?

D) I do not wish to sell?

Do you own an investment property with a cost basis > $750,000, have owned it 5 years or less, and want to reduce your income tax bill?

Yes

Do you own Real Estate with a spouse or partner and are looking to separate your cash from them?

Yes

Do you want to sell a Primary Residence or other Assets with Capital Gains more than $500,000?

Yes

What type of asset are your planning on selling?

A) Primary Residence

B) Investment Property

C) Business

D) Other Asset

What is the other type of asset you are planning on selling?

Would you like to give to charity while also gaining immediate tax advantages and potentially an income stream?

Yes

What type of asset would you sell or donate?

A) Real Estate

B) Stocks, Bonds, Mutual Funds

C) Business

D) Other

What is the other type of asset you would like to sell or donate?

Do you earn more than $500,000 in personal income and would like to reduce your income tax bill?

Yes

Do you have an IRA and want more investment flexibility?

Yes

Do you have life insurance policies you no longer need?

Yes

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

We teach investors like you how to keep what they’ve earned working for them!