Tax Deferral Consultant
I help investors legally reduce, defer, or eliminate capital gains taxes on the sale of a home, investment property, business, stock, crypto, or almost any highly appreciated asset.
Choose a day and time that works for you.
Your info stays private. We never sell your data.
My name is Kerry Worden and I am a Tax Strategist with DeferTax.com. I can reduce, defer, or completely eliminate personal income taxes, business taxes, and capital gains taxes.
If your income is over $500k this tax year, I can reduce your taxable income by up to 50%. This works for active (W2, 1099, commissions), passive (interest, dividends, roth conversions), or capital gains income.
Over the last 15 years, what we have found is that the more money a client has, the less of it sits in cash accounts like IRAs, 401Ks, or cash. Most of their wealth is tied up in hard assets like their home, investment properties, and businesses.
A client can end up paying 25% to 50%+ of the proceeds from selling those assets in taxes when they legally did not have to. A complete financial plan includes your cash accounts, your hard assets, and tax planning for the eventual sale.
That's where I come in. My firm has over 40 tax minimization strategies and adds more every year. The 1031 Exchange is only one of them.
Selling a rental or portfolio and facing a big capital gains bill.
Planning an exit, a sale, or just tired of overpaying every April.
Sitting on equity above the exclusion limit, or selling a second home.
Strong W-2 or K-1 income and a tax bill that keeps climbing.
Want better options for clients with large gains on the table.
Large unrealized gains and no clear plan for taking profit.
Investors get rich by learning how to invest. They stay rich by understanding how to reduce or defer taxes.
We teach investors like you how to keep what they’ve earned working for them!
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At DeferTax, we specialize in comprehensive Tax Strategy and Tax Planning to help you achieve Financial Freedom through effective Tax Minimization. Our team of Financial Advisors and Tax Experts is dedicated to providing tailored Tax Solutions that include Estate Planning, Investment Strategy, and Business Tax consulting. With our expertise, clients can maximize Tax Savings, enhancing their Wealth Management and paving the way to smarter Money Management.
Our services are designed to optimize every aspect of your financial life, focusing on Tax Efficiency and Tax Optimization to reduce your liabilities on Homeowner Tax, Real Estate Tax, and Capital Gains. Whether you're looking for Financial Planning advice, Retirement Planning, or simply seeking ways to decrease your tax burden, DeferTax offers the Tax Reduction strategies that can help you maintain more of your hard-earned money. Trust us to guide you towards a more prosperous financial future.
