KEN WHEELER JR.

CPRES

Certified Probate Real Estate Specialist

     ASSET TEAM

           Titling         

           Estate Planning

           Asset Protection

           Minimize Tax

FOR 1LessTax ASSET TEAM UPDATES

E-MAIL: ASSET TEAM

PHONE:  1 (941) 363-1375

or 800-333-0801

 

SCHEDULE A FREE CONSULTATION

 WITH KEN WHEELER JR,

PERPETUAL TRUST LEGACY PLANS 1031FEC

GO TO 1LessTax.com HOME

GO TO 1LessTax Advisor Preparation SERVICES

GO TO Why a 1LessTax Asset Team?

GO TO 1LessTax Land Trustee Nominee & Why a Land Trust?

GO TO 1LessTaxAnnuity HOME

 

Each State can have Differing Regulations for Taxation, Estate, & Transfer of Property

 

1LESSTAX ASSET TEAM SERVICES     AVOID PROBATE COURT

 

HAVE YOUR PROFESSIONAL BUSINESS ADVISORS IN ONE BUSINESS GROUP

TITLING   *   ESTATE PLANNING  *  ASSET PROTECTION  *  MINIMIZE TAX 

CONVENIENT ORGANIZATION ASSET TEAM

ASSET ADVISOR for TEAM SYNCHRONIZING

FOR

REAL ESTATE ORGANIZATION

BUSINESS CONSULTATION

TITLING & DEEDS

OWNERSHIP CHAIN

LAND TRUST

ESTATE PLANNING

AVOID PROBATE

BENEFICIARY TRUSTS

POUR OVER WILL

POWER OF ATTORNEY

TAX ADVISORS

TAX REVIEW

TAX PREPARATION

FINANCE

LLC FORMATION

BUSINESS FORMATION

OPERATING AGREEMENTS

CORPORATION  FORMATION

ORGANIZATION ARTICLES

BUSINESS ORGANIZATION

BUSINESS CONTINUATION

CHARITABLE OPTIONS

COST SEGREGATION

TAX DEFERRAL

TAX DEDUCTIONS

TAX CREDITS

RECORDS

ZERO DEBT

RECOURSE VS NON-RECOURSE

SERVING MULTIPLE STATES

ASSET TEAM Places Your Business and Personal Organization at One Advisor Group

with Estate, Business and Titling Specialists for Multiple States

WE ARE NOT Financial Planners, Insurance Sales, Real Estate Brokers, Business Brokers or Securities Brokers.  We are Asset Planners

Note

The U.S. states that collect an inheritance tax as of 2022 are IowaKentuckyMarylandNebraskaNew Jersey, and Pennsylvania. Each state 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. Each owner advised to be aware of inheritance and beneficiary laws in each state, the current estate expense occurring with ownership, and the will or trust to cure in each state.

 

The Asset Team Advisor and Asset Owner share personal financial and business detail requiring a Confidentiality Agreement

 

 

      Asset Advisor

Ken Wheeler Jr.  CPRES

 

Florida International Business Center

5206 Station Way

Sarasota, FL 34233-3232

------------------------

Office: 941.363.1375

    Mobile Direct: 515.238.9266

National: 800.333.0801 

Fax: 888.898.6009

E-mail Ken   Ken@1LessTax.com

Skype: kenneth.wheeler65

Licensed Real Estate Broker Florida BK3284149 

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(BEME) Business Entry - Management - Exit Plan

Asset Team Planning

Free Asset Strategy Session

 

DISCLOSURE NOTICE

The information provided herein is stated to be truthful and consistent, in that any liability, in terms of inattention or otherwise, by any usage or abuse of any policies, processes, or directions contained within is the solitary and utter responsibility of the recipient reader. Under no circumstances will any legal responsibility or blame be held against the developer, publisher, or author for any reparation, damages, or monetary loss due to the information herein, either directly or indirectly. Ken Wheeler Jr. recommends that one's consideration of practice or use be counseled by a tax advisor familiar with one's personal financial position, business position, and estate tax position. .

ANNUITY TAXATION

Copyright 2022 K. B. Wheeler Jr. All rights reserved  Veteran Owned