Estate Planning Team - Crunchbase Company Profile & Funding

Overview

Estate Planning Team

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About Estate Planning Team

CB Rank

2520806

Estate Planning Team is an exclusive tax deferral strategy that is only available through the Estate Planning Team and its members.

Founded

obfuscation

Private

Palm Desert, California, United States

101-250

www.myept.com/

Key People

Marcus Blanchard: Tax Reduction Specialist
Past Role: Diversify, Associate Investment Advisor
Craig A. Szabo: Trustee of the Deferred Sales Trust (DST)

Details

Legal Name

Estate Planning Team

Operating Status

Active

Company Type

For Profit

Phone Number

+1 760-779-5339

Contact Email

info@myept.com

Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Deferred Sales Trust

A tax deferral strategy allowing sellers to defer capital gains tax on the sale of appreciated assets by transferring ownership to a trust that sells the asset and pays the seller via installment payments.

1031 Exchange

A tax deferral method allowing investors to defer capital gains and depreciation recapture taxes by reinvesting proceeds from the sale of investment property into like-kind property within specific time limits.