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Most real estate investors are overpaying on taxes—and they don’t even know it.
In this episode, I sat down with Chris Shockowitz and Carl Worden from Defer Tax ( @defertax6145 ). These guys are LEGIT. They’ve helped their clients defer over $100 million in capital gains taxes and save more than $10 million in personal income taxes. All 100% legal. All IRS-audited. All stuff most CPAs don’t even know exists.
If you’re thinking about selling a property, exiting a business, or just tired of sending fat checks to the IRS every year—this episode will show you real options that the ultra-wealthy are already using.
We break down:
- How to get 85% of your cash out of a deal tax-free
- Ways to reduce your income tax by 50% or more
- What most financial advisors and CPAs won’t tell you
- Why it's never too late to fix a tax problem (even after the sale)
Chris and Carl are both members of my Legacy Boardroom mastermind, so if you're in the group—you’ve got direct access to them. If you're not in yet… you know what to do 👇
//CONNECT WITH CHRIS & CARL
Website: https://defertax.com
Instagram: @defer.tax
Phone: 877-TAX-STRATEGIES
#defertax #tax #realestate #legacypodcast
//DOWNLOAD OUR FREE DEAL CALCULATOR
https://legacywealthholdings.com/deal-calculator-download-youtube/
//CONNECT WITH TIM
linktree.com/timbratz
//ABOUT ME
Tim Bratz is the Founder & CEO of Legacy Wealth Holdings, a leading real estate investment company. He focuses on vision-casting, marketing, & supporting his team of “A” players. He has built his company on integrity (doing what he said he was going to do), fairness (doing the right thing), & transparency (honesty is always the best policy).
Tim has dedicated his professional life to studying wealth-building & personal finance. Working in real estate, Tim has learned how to create a passive income that allows him to live the lifestyle of his choice. His goal is to educate & empower others to become financially free through entrepreneurship & real estate investments. https://legacywealthholdings.com
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