Dave Lukas 

CEO of TaxPlanIQ

Dave M. Lukas is the CEO of TaxPlanIQ and Founder/Host of the Misfit Entrepreneur Podcast. His companies have been on the Entrepreneur 365 and INC 5000 List and have done business in over 50 countries. Dave is also a best-selling author and he has been featured on radio, TV, and many top trade publications such as Forbes, INC, Yahoo! Finance, BTN, BTE, and others. In his free time, Dave loves to run and is an accomplished endurance athlete achieving a ranking of Top 3% in the world in Ironman and has competed throughout the globe and in the Ironman World Championships. 

Chris Shockowitz 

CEO of Defer Tax

I am a Tax Strategist. I help investors legally reduce, defer, or eliminate the capital gains taxes owed on the sale of a primary residence, investment property, business, stock, crypto, or almost any highly appreciated asset. I can also legally reduce your taxable income by 30% to 50%.

Our platform has 40 tax mitigation options we can combine into literally 100s of strategies specifically tailored to meet your investment needs.

You see, over the last 15 years, what I have found is that the more money a client has, the less money they have in cash accounts like IRAs, 401K, or cash. Most of their wealth is tied up in hard assets like their primary residence, investment properties, and businesses.

In addition, a client can end up paying 25% to 50%+ of the proceeds in the sale of those hard assets in taxes when they legally did not have to. I think a complete financial plan includes the client's cash accounts, hard assets, and tax planning for the eventual sale of these assets.

That's where I come in. I am a tax strategist and financial problem solver. I am a nationwide educator on the subject of tax deferral.

My firm has over 40 tax minimization strategies and adds more every year. The 1031 Exchange is only one of them. Best of all, we can find financial solutions when other professionals don't even know they exist.