Financial Exchange Coterie           Tax Efficiency Services

We do not market annuities, insurance, list real estate or businesses. We may, with client request or permission, refer to those who do.

1LessTax & PayNoTax Alternatives For Property & Business

Reduce, Exclude or Defer Tax for Income or Proceeds   

     Reduce High Tax Bracket      

Gain Wealth by Saving Tax

Protect Income - Avoid the Stealth Tax

  Keep your Money  * IRS Tax Exclusion Codes

CPA Approval * We work with your Tax Advisor-CPA


§1031*§1033*§721 Tax Deferred Exchange

Updated Tax Deferred Exchange & Tax Exclusion Codes Page 3

Go to for Replacement Properties


§453 Contract * Deferred

§453 Contract *  TDCO

Newer Tax Code Income & Exit Strategies Page 3

For Real Estate - Businesses - Residence - Securities - Valued Assets

High Income - IRA & 401k Retirement Plans - Annuities

Plan to Avoid the Stealth Tax.

Qualified Business Sale Gain Tax Exclusion      Your Business Qualify?

Ask us:

Your Own Tax Advantaged Opportunity Zones * *

plus more

§1045 Business Exchange

§1202 Business Exclusion

Roth IRA, 401k & HSA

§469 & §179 New & Rehab

ROBS  Rollover for    

   Business Start up - 401k

LegacyChange Plans aka

    Grace Insured Income

Perpetual Trust















 Page 3 (Tax Alternatives)

Tax & Estate Plan Tax Burdens?

High Income?

Wish IRA-401k Tax Reduction?

Costly Stealth Tax Victim?

For Your FREE 1LessTax

Consultation or  Informational Meetings Link

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For Meeting Details



 Property Disqualified for IRS §1031 Tax Deferral?



Flipping Homes or Selling Any Real Estate?



Reduce, Pay Less or No Tax Alternatives



We assist to transfer direct to REIT or via §1031 - §721


Assure You & Your CPA are Aware of New Options 

Pay No Tax With/Without Alternative Income Properties


Tax Free Capital Gains Plus Protect Income


Businesses, Property, Assets and Income May Qualify


Protect Business, Home, Personal Property Proceeds


Tax Solutions and Ideas to Reduce Tax Burden


What are your alternative advantages-solutions to your tax challenges? 


Go here to Page to REGISTER for More Detail

For Informational Meet Link

Current Ad

For simple tax exclusion, insured, income Grace Plans

Prevent Heir/Beneficiary/Executor Conflict 

Avoid Probate

Guaranteed & Insured Income

Phone 800.333.0801

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There are two systems of taxation in America

One for the informed...and one for the uninformed.

Some transactions have proceeds that most will flow to like new investments or cash income. Find your opportunities.


Protect Taxable Gain                   Confidentiality-Non Disclosure Agreement                                    Protect Income

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 Through Affiliate Site Contents: 

Page 2  (What We Do-Basic Tax Options) 

Page 3 (Basic Tax Alternatives)

Page 4 (Sale-Leaseback)

Page 5 (453M-DST)   

Page 6 (Short Sale-Foreclosure Definitions)  

Page 7 (More Tax Reduction Rules)   

Page 8 (Probate-Titling-Land Trust)

Page 9 (New Rules & More)

Education (by PowerPoint)

Business Page:  Business

I-Meet Schedule (1LessTax Informational Meetings)        

1031FEC Page: (Net Investment Income Tax)

View 1LessTax Reduction Services

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Confidentiality/Non-Disclosure Agreement


Business Entry-Management-Exit Plans - BEME

Tax Reduction - Legal - Estate - Tax - Exit Strategies & Planning


Your Own Tax Advantaged Opportunity Zones


Financial Exchange Coterie (FEC)

5206 Station Way

Sarasota, FL 34233-3232


Exit Strategies for Business Owners, Property Real Estate & Asset Owners

Asset Transfer Advisor  

Licensed Real Estate Broker  

Certified Probate Real Estate Specialist    CPRES   

M&A     Property Management Intermediary

For Tax Updates and News go to Facebook  @1LessTax


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This website for

•   Asset Owners

•    Real Estate and Mortgage Professionals
•    Securities Advisors
•    Insurance Professionals
•    CPA's and Tax Professionals
•    Attorneys & Paralegals
•    Banks & Financial Institutions
•    Title Insurance Representatives
•    Qualified Intermediaries Service Providers


Associated Websites:


The U.S. states that collect an inheritance tax as of 2020 are IowaKentuckyMarylandNebraskaNew Jersey, and Pennsylvania.

Each has its own laws dictating who is exempt from the tax, who will have to pay it, and how much they'll have to pay.


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“Booneisms”: “A fool with a plan can beat a genius with no plan”.

“Keep focused. When you are hunting elephants, don’t get distracted chasing rabbits.”



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