Why clients need the services of a TAS^SM

All people go through three phases when building their wealth through real estate (see diagram below). However, there has been a complete lack of sophisticated tools and techniques to tap underperforming pools of cash and to defer or eliminate the taxes related to the gains from the property investments. Clients are continually spending money and time on advisors trying to find creative strategies and techniques for minimizing taxes and maximizing their investment performance.

The Taxed Advantaged Specialist is able to bring the most unique tax advantaged strategies to property investors. These techniques provide tools and strategies to investors as they go through the real estate wealth asset building and preservation (REAP) life cycle .

Buyers/Property Investors
property investors are continually looking for sources of cash. Most of these investors are aggressive and view most of their retirement investments as underperforming. By showing these investors new ways of leveraging their retirement accounts to acquire properties and defer the income and gains on those properties, you will be able to place new buyers into the market

More Buyers through the Self Directed IRA-LLC (ICO^SM) or the Self Directed 401(k)(one.K^SM)

• Enable people to become property investors
• Provides the real estate agent a distinctive competence and competitive edge in the market place

Opportunity for finding buyers:

• Currently there is approximately $4.7 Trilllion inside of IRAs
• IRA Rollovers are anticipated to double to $400 Billion per year through 2010²
• $14.7 Trillion is held inside of 401(k), 403B and 457 Plans
• 99% of NAFEP SDIS, ICO and one.K transactions are for real estate

Sellers - people with capital gains and depreciation recapture issues -
Many property owners want to sell their property and leverage the money for retirement planning and are not interested in doing 1031 exchanges. They want to exit real estate, but the taxes from the gain poses a significant barrier. These people know that they will need this money for retirement planning, but want to delay as long as possible thinking the property may increase in value or that their tax rates may decrease. By showing these property owners how to defer these gains and depreciation, you will be able to place a new seller in the market. Additionally, because of the power of deferral, your client can afford to discount his property in order to be more competitive. You client will be able to recoup the discount over time via deferral of the gains and the compounding effect of growth of the capital.

More Listings/More Sellers Self Directed Installment Sales (SDIS^SM

• Enables a prospect to become a seller
• Provides the real estate agent a distinctive competence and competitive edge in the market place

• Captial Gains Deferral enables seller to price property more competitively in a buyers market
• Capital Gains Deferral motivates a property owner to become a seller
• Boomers on average have only saved $62K - $90K¹ for retirement and are expected to liquidate assets to cover shortfalls in retirement income
• Average sales price of assets through NAFEP SDIS is $846K with capital gains of $656K. 98% of these transactions are for real estate.

More info?
What is a TAS^SM?
Why clients need the services of a TAS^SM
Levels of Engagement as a TAS^SM
Program Features and Costs
What is TASC^SM?

PREVIOUS