We are Tax Strategists and Financial Problem Solvers.
Almost every real estate professional eventually runs into a client that doesn’t want to list because of one of the objections below.
Since you cannot give financial advice, your response has probably been, “Talk to your CPA.”
1. You just said, "I don't have the answer" and sent them away.
2. The CPA is not on your team. They might send them to someone else.
3. CPAs are not experts on the subject of Tax Deferral.
4. The client doesn’t know what to ask their CPA.
You can say, “What if you didn’t have to pay the tax? I have a tax strategist on my team that can reduce, defer, or eliminate your tax bill.”
These two sentences can create listings that you might otherwise have lost.
These are the five main listing objections we can help you overcome…
1. I just found out how big my tax bill will be and I don’t want to give away that much money to Uncle Sam.
2. I need to figure out what I’m going to do with the money before I list my property.
3. I no long wish to buy and sell investment property.
4. I want to sell now and buy later, more than one year later.
5. I’m worried there is no good inventory for me to buy.
As you can see, having a Tax Strategist on your team opens up options for listings that other realtors just can’t offer. We present ourselves as members of your team, so we work with you as a partner.
If this document has given you ideas on how you can help more clients, give us a call while these ideas are fresh in your mind. Together, we can define strategies that will get you more listings. Call 877-829-7927 or book an appointment here…
The following blog posts share examples of how we can reduce capital gains taxes on the sale of appreciated real estate.
I hope you found this document informative. We have more detailed content and videos on this tax strategy at DeferTax University. Click here to learn more.
Our exploration of tax minimization will begin with Category 1, the 1031 Exchange in our next post.
Our website, StartAnExchange.com, the easiest place on the internet to Start an Exchange, has more information and educational materials on the 1031 Exchange and more ways to save when exiting an exchange.
Our website, DeferTax.com, has more information and educational materials on over 40 tax minimization options for a primary residence, second home, investment property, business, stocks, crypto, and ordinary income tax reduction.
If you'd like to pay less in taxes, schedule a complimentary consultation with a Tax Strategist at DeferTax.com today! Call 877-829-7927 or book an appointment here…
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!
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At DeferTax, we specialize in comprehensive Tax Strategy and Tax Planning to help you achieve Financial Freedom through effective Tax Minimization. Our team of Financial Advisors and Tax Experts is dedicated to providing tailored Tax Solutions that include Estate Planning, Investment Strategy, and Business Tax consulting. With our expertise, clients can maximize Tax Savings, enhancing their Wealth Management and paving the way to smarter Money Management.
Our services are designed to optimize every aspect of your financial life, focusing on Tax Efficiency and Tax Optimization to reduce your liabilities on Homeowner Tax, Real Estate Tax, and Capital Gains. Whether you're looking for Financial Planning advice, Retirement Planning, or simply seeking ways to decrease your tax burden, DeferTax offers the Tax Reduction strategies that can help you maintain more of your hard-earned money. Trust us to guide you towards a more prosperous financial future.