Select your situation to learn how our strategies apply to you
Sell your FedEx ISP routes at full value and defer 100% of capital gains taxes. Convert active route management into passive quarterly income through the Model Q portfolio.
FedEx Route Tax AnalysisPractice sale tax deferral, Roth conversion planning, and income optimization for doctors. A three-pillar approach designed for the unique financial profile of medical professionals.
Physician Tax StrategySell your business without losing 30-40% to taxes at closing. The 537 IST defers 100% of capital gains on businesses valued from $1M to $50M+ across all entity types.
Business Exit StrategyExit the 1031 Exchange treadmill. Sell investment properties, defer all capital gains and depreciation recapture, and convert rental income into passive quarterly payments — no replacement property required.
Real Estate Exit StrategyDesign reliable retirement income with the Model Q portfolio. 7% annual distributions, Roth conversion strategies, and tax-efficient withdrawal planning.
Retirement Income PlanRegardless of your situation, these proven strategies form the foundation of our approach
Defer 100% of capital gains taxes on the sale of appreciated assets. Based on IRC Section 453. 3,800+ transactions over 20+ years, with no IST audits reported to date.
Learn about the 537 ISTSystematically convert traditional retirement accounts to tax-free Roth accounts. Eliminate future RMDs, reduce lifetime tax burden, and create tax-free income streams.
Learn about Roth conversions