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As an authorized and approved wealth advisor, Matthew James Tax Pros promoted a deferring tax on capital gains strategy, which uses the Deferred Sales Trust [DST]. The Exit Planning Team is not responsible for recommendations made by Matthew James Tax Pros, including the Deferred Sales Trust or other tax, legal, or estate planning strategies.

Matthew James Tax Pros is an Investment Advisory practice that offers investment advisory products and services through Impact Partnership Wealth, LLC [IPW], a Registered Investment Adviser. IPW does not offer the tax strategies referenced. These tax strategies referred are not subject to investment advisor requirements. Tax strategies referenced are an outside business activity not offered through or supervised by IPW. IPW is not affiliated with the tax strategies referenced.