Discover The Right
Tax Minimization Solutions For You

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The Financial Service Industry Is Broken!

Why?

Let’s say you are a successful business owner and you were fortunate enough to earn $1 million this year. You can pay anywhere from 30% to 50% of your hard earned income in taxes.

If you could legally reduce, defer, or eliminate your tax bill, would you want to?

We have 17 different, legal ways to reduce or defer income taxes owed this year to the IRS and state tax boards.

In addition, we can combine these strategies in 100s of different ways to dramatically lower your taxable income. If you were fortunate enough to earn $1 Million in income this year, congratulations. You now have a choice.

You can…

We think the choice is clear!

Real Estate Investor
Tax Minimization Solutions

If your thinking about selling, 

Our firm takes the time learn your goals and customize a Tax Efficient Strategy to reduce, defer, or completely eliminate capital gains taxes on the sale of your investment property. 

If your looking for operational efficiencies,

Our firm analyzes your title, structure, and operational expenses to recommend tax and structural efficiencies to improve your bottom line. 

Business Owner
Tax Minimization Solutions

If your thinking about selling, 

Our firm takes the time learn your goals and customize a Tax Efficient Strategy to reduce, defer, or completely eliminate capital gains taxes on the sale of your business. 

If your looking for operational efficiencies,

Our firm analyzes your title, structure, and number of employees to recommend tax and structural efficiencies to improve your bottom line. 

Home Owner
Tax Minimization Solutions

If your thinking about selling, 

Our firm takes the time learn your goals and customize a Tax Efficient Strategy to reduce, defer, or completely eliminate capital gains taxes on the sale of your property. 

Investor Solutions

Our firm has access to high quality investments, financial planning, and wealth management options that many other firms can’t access or don’t even know they exist. 

Why? 

Because we are investors, just like you. We use the solutions we recommend and we used to pay a lot in taxes because of uncoordinated investment plans with no overarching strategy. 

Now, we are providing custom wealth management services, tax efficient strategies, and alternative investment options together all under one roof…

Carl Worden

Carl has helped 100s of real estate investors , homeowners, and business owners defer capital gains taxes on the sale of a primary residence, second home, investment property, or business.

He is a best selling author, nation-wide educator on the subject of tax deferral, and Tax Deferral Strategist. 

Carl Worden
Chris Shockowitz

Chris Shockowitz

Chris is an experienced investor and has helped build multiple businesses. Together, Chris and Carl are delivering their message on Tax Deferral nation-wide and are connecting with investors, realtors, and financial professionals across the country.  

He is a technology leader, best selling author, and Tax Deferral Strategist. 

Your Tax Deferral Consultants!

We’re committed to helping you achieve your financial goals…