Tax Advantaged Specialist^TM

What is a Tax Advantaged Specialist (TAS^SM)?
A TAS Helps property owners and investors leverage real estate tax strategies and techniques to invest in properties, or defer capital gains and depreciation recapture.

NAFEP enables you to recommend advanced, tax leveraged strategies to clients who are interested in buying or selling real estate. These advanced strategies enable your clients to defer capital gains, depreciation recapture or leverage their IRAs and 401(k)s for investments in real estate and drive the gains back into their retirement accounts on a tax deferred or no tax basis.

What tools and techniques the TAS uses to help clients?
The TAS utilizes three very unique tax advantaged strategies the enable the buying and selling of real estate or other properties. These three strategies are:

Sell Side Transaction - Sellers

• Self Directed Installment Sale (SDIS^SM)

• Self Directed IRA-LLC (ICO^SM)
• Self Directed 401(k) (one.K^SM)

• 1031 Exchange (1031X^SM)
• 1031 Rescue^SM

• Cost Segregation Study (CSS^SM)

Realtor Advantages of being a TAS^SM

• Like a 1031 tax exchange - SDIS's defer taxes motivating clients to list and sell today
• ICO^SMs and one.K^SMs enable people to become buyers by uncovering cash and self financing
• Selling "unlike" property uncovers new cash to invest and buy
• Market Edge... You bring ideas to the table your competition doesn't
• New leads, more listings, more sales

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?

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