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Kerry Worden

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Kerry Worden

Tax Deferral Consultant

I am a Tax Deferral consultant. I help investors legally reduce, defer, or eliminate the capital gains taxes owed on the sale of a primary residence, investment property, business, stock, crypto, or almost any highly appreciated asset. I can also legally reduce your taxable income by 30% to 50%.

Our platform has 40 tax mitigation options we can combine into literally 100s of strategies specifically tailored to meet your investment needs.

You see, over the last 15 years, what we have found is that the more money a client has, the less money they have in cash accounts like IRAs, 401K, or cash. Most of their wealth is tied up in hard assets like their primary residence, investment properties, and businesses.

In addition, a client can end up paying 25% to 50%+ of the proceeds in the sale of those hard assets in taxes when they legally did not have to. I think a complete financial plan includes the client's cash accounts, hard assets, and tax planning for the eventual sale of these assets.

That's where I come in.

My firm has over 40 tax minimization strategies and adds more every year. The 1031 Exchange is only one of them. Best of all, we can find financial solutions when other professionals don't even know they exist.

My Passion Is Solving Your Tax Problems!

So, book a complimentary call with me below. I look forward to meeting you soon…