Thomas R Cassidy
626-376-1230 We help business brokers, advisors, tax attys take Capital Gains away, excellent 1031 alternative & more flexibility Assist CPAs 2 become the trusted business advisor, utilizing the Team Base Model, ADAPT!
- Role
- Capital Gains Mitigation Specialist at Estate Planning Team
- Location
- Pasadena, CA, US
- LinkedIn followers
- 500 followers
About Thomas R Cassidy
The economic conditions over the last 5-10 years have created a serious demand for CPAs…
Experience
Capital Gains Mitigation Specialist
Mar 2021 — Present
I am a member of the Estate Planning Team, a team of professionals trained in the principles and strategies of business planning and wealth succession planning implementing the Deferred Sales Trust. Estate Planning Team is a professional group of highly trained advisors comprised of tax attorneys, advisors, brokers and CPAs committed to assisting clients with business transitions. 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.
Skills
- Medicare
- Employee Benefits
- Public Relations
- Underwriting
- Nonprofits
- Sponsorship
- Strategic Planning
- Consulting
- Marketing
- Training
- Volunteer Management
- Staff Management
- Health Insurance
- Leadership Development
- Event Planning
- Small Business
- Social Media
- Sports Marketing
- Customer Service
- Budgets
- Social Networking
- Event Management
- Social Media Marketing
- Fundraising
- Marketing Strategy
- Non-Profits
- Public Speaking
- Leadership
- Entrepreneurship
- Microsoft Office
- Sales
- Program Development
- Insurance
- Coaching
- Sports
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