Steve is joined with special guest Shawn O'Keefe, and they explore a crucial tax strategy for maximizing wealth. Discover how this unique approach allows sellers of highly appreciated assets to defer capital gains taxes, keeping more money working for them. Whether you're a small business owner, entrepreneur, or investor, this strategy offers a game-changing exit plan while preserving your hard-earned wealth. Shawn delves into the intricacies of this tax-saving method, shedding light on its applicability to various asset types and its potential for estate planning.   

If you would like more information about this Tax Deferred Strategy call Steve today!  

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