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Asset Transfer Advisor
Financial Exchange Coterie (FEC) Informational Meets Dates-Times
FEC (1LessTax) Informational Meets (I-Meet) Low or no admittance fees View future Classes & Webinars
We assist owners & brokers with tax efficiency.
We do not market insurance, annuities or list real estate or businesses. We may, with client request or permission, refer to those who do.
Disclaimer Note: As a principal only, Kenneth Wheeler, Financial Exchange Coterie (FEC) or 1LessTax do not act in the capacity of a listing broker, sales representative, investment adviser, or tax or legal adviser and does not market or recommend securities or insurances. Circumstances may affect tax and legal outcomes. Each transaction is different and unique to each participant. None provide tax, legal or investment advice. Nothing herein is intended to be, or may be taken to be, tax, legal or investment advice. Interested parties should consult their legal, tax and investment advisers before participating in any transaction. 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 publisher for any reparation, damages, or monetary loss due to the information herein, either directly or indirectly. |
1LessTax presentations in person or live webinar for your group can give various length presentation, 30, 40, 60 or 90 minutes plus questions, with concentration for varied meeting, personal and tax goals. CPAs invited. Invite your CPA. For real estate owners * investors: Tax Reduction to Enhance Real Estate Deals For business owners * sellers * buyers: Tax Reduction to Enhance Business Entry/Management/Exit (BEME) For 501c3/philanthropic organizations: Tax Reduction is immediate through unique Legacy Plans with insured guaranteed Income (for special situation owners, senior owners and heirs) For retirement plans * securities * annuity owners: Convert an annuity, IRA, 401k or retirement plan with immediate tax reduction to a tax deductible advantage with a guaranteed income. For affluent asset owners with high income who wish to advantage efficient tax methods. See Disclaimer View more topics below. |
Private Webinar request for you, peers or group by E-mail or REGISTER HERE
Inquiries and questions please E-mail ken@1LessTax.com or Phone (515) 238-9266
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Current (2021) Schedule 1LessTax Informational Meetings (I-Meet) Request dates by E-mail to E-Mail or REGISTER HERE For Property and Asset Owners, Real Estate Investors and Real Estate Salespersons www.1LessTax.com Introducing 1LessTax.com 1LessTax Informational Meetings (I-Meet) presents “Tax Efficiency Reduction, Exclusion, Deduction and Deferral Methods” that include briefly about options as PayNoTax Rehab, 1031 Exchange updates, tax exclusion, deferral, deduction and credit codes and asset protection plus how these alternatives can influence buy-sell decisions for owners plus add more available real estate, assets for real estate investors or salespersons plus all businesses. Go to Page 3 (to view various methods for Tax Reduction) Schedule to Sponsor your Webinar and Classes Time: Varies per Class and Request Request dates by E-mail to E-Mail or REGISTER HERE Documents for I-Meets 2020 Tax Brackets (limited) 25 Tax Efficiency Methods Non-Disclosure Agreement 5 Tax Efficiency Methods 6 Tax Efficiency Methods Executor Duties LegacyChange Plan Summary Stop Your Inheritance From Being Stolen ______________________________________________________________________________________________
PayNoTax with Rehab Informational Meet Tax Efficiency To Enhance Real Estate Deals Request Attend by E-mail or REGISTER HERE For Property and Asset Owners, Real Estate Investors and Real Estate Salespersons www.PayNoTax.biz Introduction to PayNoTax.biz PayNoTax with Rehab Informational Meet How to use FEC PayNoTax information to diversify and protect against the next recession as the 2008 economic disaster, have managed real estate rehab property for significant gain while curing a tax burden. Plus, for real estate and asset investors, how to have more access to property deals and funds, all with totally managed redevelopment property. www.PayNoTax.biz “PayNoTax with Rehab” is about using Energy Rehab and other rehab, reworked or redeveloped properties
PayNoTax with Rehab Informational Meet REGISTER HERE to Request to Receive E-mail Private Webinar request for you, peers or group by E-mail or REGISTER HERE Invite your CPA and Attorney to View Inquiries and questions please E-mail ken@1LessTax.om or Phone (515) 238-9266 ______________________________________________________________________________________________ LegacyChange Plans Informational Meet Convert real estate, securities, securities proceeds or annuity to a tax deferred or tax-deductible plan. For meet detail or request more detail contact us by E-mail or REGISTER HERE For Property and Asset Owners, Real Estate Investors and Real Estate Salespersons Tax Reduction for Highly Taxed Non-qualified Retirement Plans (Annuities) LegacyChange Leave your Legacy to your Heirs in Financial Benefits with a LegacyChange Plan to guarantee timely income, significant tax protection with charitable conscious 1. assets avoid probate without a will that would otherwise passed through the probate public procedure 2. if have a will or trust avoid transfer complications 3. receive significant tax benefits and tax Reduction 4. avoids an executor to misdirect or mishandle assets 5. avoid family conflicts - simple - clarifies and solves who receives what and when with settling decisions 6. leave a legacy $ amount to a charity or charities of your choice plus have income***Give and Receive 7. third party non-profit charitable entity can manage all - insured 8. you and your heirs receive guaranteed income in the legacy time line you prefer***Leave a Legacy 9. negates an heir mishandling their own large sum 10. real estate investors and salespersons have property to purchase or sell.
www.LegacyChange.com Introduction to LegacyChange Plans Informational Meet REGISTER HERE to Request to Receive E-mail Link Invite your CPA and Attorney to View Private Webinar request for you, peers or group by E-mail or REGISTER HERE Inquiries and questions please E-mail ken@1LessTax.om or Phone (515) 238-9266 ______________________________________________________________________________________________ www.1LessTax.com 1LessTax Informational Meet (I-Meet) presents Tax Efficiency To Enhance Business Sale, Purchase or Acquisition For Business, Stock, Unit and asset Owners, Investors and Intermediaries 1. Can be used for business or business assets sale 2. Find if qualify to defer or eliminate gain tax (some businesses may qualify to pay no gain tax) 3. Keep or transfer your proceeds as you wish 4. Work with your CPA and/or attorney REGISTER HERE to Request to Receive E-mail Link Invite your CPA and Attorney to View Private Webinar request for you, peers or group by E-mail or REGISTER HERE Inquiries and questions please E-mail ken@1LessTax.om or Phone (515) 238-9266 ______________________________________________________________________________________________ www.1031FEC.com Basic Internal Revenue Code §121 - §721 - §1031 - §1033 Tax Deferred Exchanges §721 - §1031 - §1033 Exchange business properties to defer all tax due from proceeds. Mentioned during PayNoTax and 1LessTax webinars Contact 1031FEC Return to Top of Page ______________________________________________________________________________________________ For Current Informational Meets & Webinars scheduled for the FEC affiliated information sites below - Contact FEC www.EternalLegacyTrust.com Perpetual Irrevocable Trusts for the Asset Affluent - Tax, control and legacy advantages For wills, trusts and probate updates Register Here
www.AdvanceInheritFunding.com For the few in probate, trust or note position in need of advanced funds Contact
www.1EstateCare.com Home care for the home dwelling Contact
www.1Exec.com Investment and commercial funding Contact
www.FinancialExchangeCorp.com Mergers & Acquisitions Contact
Our real estate brokerage is Financial Exchange Coterie (FEC). Coterie is French for “group with similar interests”. FEC has multiple websites to serve asset and property owners to efficient transfer all with less tax for owners and heirs. We do not market annuities, insurance or list real estate or businesses. We may, with client request or permission, refer to those who do. Through Affiliate www.1031FEC.com Site
C.P.R.E.S Certified Probate Real Estate Specialist Ken Wheeler Jr. Mobile (515) 238-9266
Business Entry-Management-Exit
Plans - BEME
Tax Efficiency - Legal - Estate - Tax
- Exit Planning M&A Property Management Intermediary
Financial Exchange Coterie Florida International Trade Center 5206 Station Way Sarasota, FL 34233 Voice 800-333-0801 - Fax 888-898-6009 - Trust Office (941) 363-1375 www.linkedin.com/in/kenwheeler65/ Licensed Real Estate Broker Asset Tax Advisor Contact us for free consultation - E-mail: Info@1LessTax.com For Tax Updates and News on Facebook View @1LessTax Tax and Legal Advisors always recommended. Thank you for visiting!
IMPORTANT LEGAL DISCLAIMER PLEASE READ CAREFULLYFinancial Exchange Coterie, Kenneth B Wheeler Jr., and their associated websites mentioned on this page do not exist to render, and does not give legal, tax, economic, or investment advice. The entities disclaim all liability for the actions or inactions taken or not taken as a result of communications from or to its officers, directors, members, employees, and contractors. Information and news presented at Association meetings, on this website and/or in any publications, is not to be construed as legal advice. Legal advice should be obtained through a qualified real estate attorney. Each individual should consult his/her own legal counsel, accountant and other advisors as to legal, tax, investment, economic, and other related matters concerning real estate and other investments. Thank you. Copyright © 2018 - 2022 K. B. Wheeler Jr. All rights reserved. |