Business Owners, Real Estate Investors, Homeowners

Investors get rich by learning how to invest.

They stay rich by understanding how to reduce or defer taxes!

We work with investors like you to reduce, defer, or eliminate your tax bill.

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 expanding 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…