The Estate Planning Team and Founder of the Deferred Sales Trust
Membership Organizations · California, United States · 201-500 Employees
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Overview
Headquarters
45110 Club Dr Ste B, Indian Wells, Calif...Phone Number
(760) 779-5339Website
www.myept.comRevenue
$24.8 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
2
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About The Estate Planning Team and Founder of the Deferred Sales Trust
Estate Planning Team (EPT) is a membership organization comprised of attorneys, CPAs, QI's, real estate, insurance, and financial service professionals dedicated to helping their clients preserve their wealth and protect their estates. As a member of EPT, you have access to independent tax and legal professionals with the expertise to present capital gains tax deferral solutions to your clients. One of these strategies is the Deferred Sales Trust, (DST), a potential solution to defer capital gains tax and depreciation recapture tax exposure on the sale of highly appreciated business, real estate, farm or other assets.Explore more
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The Estate Planning Team and Founder of the Deferred Sales Trust is experiencing very low activity levels compared to other companies in the Organizations sector.
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The Estate Planning Team and Founder of the Deferred Sales Trust is drawing exceptional interest within the Organizations industry, suggesting notable developments or strong market momentum, learn more about The Estate Planning Team and Founder of the Deferred Sales Trust.
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Estate Planning Team (EPT) is a membership organization comprised of attorneys, CPAs, QI's, real estate, insurance, and financial service professionals dedicated to helping their clients preserve their wealth and protect their estates. As a member of EPT, you have access to independent tax and legal professionals with the expertise to present capit... Read More
