Find Out If You Qualify For a Free "Tax Reduction Roadmap" Strategy Session

1

What type of assets are you planning to sell or have recently sold?* This field is required.

Real Estate

Stocks

Cryptocurrency

Business

Personal Property

Other

2

When did you sell or plan to sell this asset?* This field is required.

Sold already

Sell within 30 days

Sell in 1-3 months

Sell in 3-12 months

Sell next year

Not sure

3

What is the approximate capital gain amount you expect from the sale?* This field is required.

Less than $250,000

$250,000 to $500,000

$500,000 to $1,000,000

$1,000,000 to $5,000,000

More than $5,000,000

4

Which of these results would you be most excited to achieve?* This field is required.Select all that apply

Reduce capital gains taxes by up to 99%

Cut personal income taxes by 50% or more

Access your investment income whenever you choose

Maintain more control over gains reinvestment

Invest your gains in tax advantage assets

Pass on wealth to your family with minimal tax liability

I want it all

5

What is your estimated yearly net income?* This field is required.

Less Than $200,000

$200,000 - $400,000

$400,000 - $1,000,000

$1,000,000 - $3,000,000

More Than $3,000,000

6

Do you have experience owning or operating a business?

YESNO

7

If you qualify, will you show up on time and be prepared for your appointment?* This field is required.

Yes, of courseNo, please do not continue

8

Name* This field is required.

First Name

Last Name

9

Email* This field is required.

example@example.com

10

Phone Number* This field is required.

Please enter a valid phone number.

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