Robert Oates
Deferring Capital Gains Taxes on Highly Appreciated Assets
- Role
- Capital Gains Deferral Specialist at Estate Planning Team
- Location
- Memphis, TN, US
- LinkedIn followers
- 500 followers
About Robert Oates
Thirty-five plus years in the estate & retirement planning business helping people to…
Experience
Capital Gains Deferral Specialist
Oct 2021 — Present · Memphis, TN, US
Estate Planning Team is a professional group of highly trained professional advisors comprised of tax attorneys, advisors, brokers, and CPAs committed to assisting clients with business transitions and wealth succession planning implementing the Deferred Sales Trust™. The Deferred Sales Trust™ is a tax-deferral strategy.Over the next twenty years, it is estimated that 20 trillion dollars will transition to the next generation in the United States. Many of these individuals want to minimize their potential tax liability by deferring capital gains and probate avoidance tax situations. According to Pew Research Center, roughly baby boomers will turn 65 today, and about more will cross that threshold every day for the next 10 years.
Education
University of Virginia
Bachelor of Arts - BA, Spanish Language and Literature
1961 — 1965
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.