Our family has a large farm in northern Nevada. We wanted to sell a 500 acre parcel but had such a low basis the capital gains tax we were looking at put us at an impasse as we were told the only way to defer the gains was to do a 1031 Exchange which didn’t give us the outcome we needed. When the TSP team showed us a way to defer without using the 1031 or a Deferred Sales Trust, we were delighted to have an alternative.

The business my husband and I started 30 years ago was something we never thought would be worth the offer we received from one of the larger players in the payroll space. After finally deciding on retirement, the TSP team not only worked with us to develop a transition plan but they guided us through a capital gain deferral technique that allowed us to accomplish our retirement goals while keeping the bulk of our capital working for us.

My dental practice doubled in size year over year. I had 45 full time employees prior to the COVID-19 pandemic. After suffering a huge setback, the TSP team helped me with a large six figure tax credit which allowed me to weather the storm and we are now back in full swing. We had no idea these credits even existed until a rep from Tax Strategy Pro helped us. Thank you!

During the sale of one of our family’s wine brands, we were ready to write a $12,000,000 check to the IRS. Unsure about if we were with the right accounting firm, we had a colleague help us connect with TSP for a thorough review prior to moving forward with the filing. This exercise resulted in several corrections which ultimately reduced our bill by $1,500,000. Needless to say, we are pleased with this outcome.