 Paula Straub consults with clients whose objective is to minimize their capital gains tax obligation when selling highly-appreciated assets such as Real Estate, Stock Portfolios, a Business or Professional Practice, or Valuable Collections.
Real Estate Agents and Brokers can be compensated for asking the right questions. Explode your business and referrals, put yourself way ahead of your competition, and close sales that otherwise might not happen.
When liquidating assets, Paula’s clients routinely save hundreds of thousands of dollars otherwise paid to the IRS, through her consultative process of comparing and employing unique tax strategies such as:
- 1031 Tenant In Common Exchanges
- Charitable Installment Bargain Sales
- Charitable Remainder Trusts
- Charitable Gift Annuities
- Structured Sales
The key to taking advantage of these tax strategies is retaining Paula’s services before finalizing any asset liquidation!
Paula is an Educator, Author, Professional Speaker, and has held professional positions with major corporations such as General Electric and General Dynamics. Her experiences in the corporate environment have helped her to achieve great success as a business owner and entrepreneur, and trusted expert in the specialized field of minimizing capital gains taxation.
Paula has a BS in Mathematics from SUNY at Buffalo and credentials include: Former Investment Advisor Representative (Series 6, 63, 65 and 26 securities licenses), current Life and Health Insurance licensee in several states; current California Real Estate licensee.
Paula works with professionals including: Tax Professionals, Qualified Intermediaries, Real Estate Attorneys, Real Estate Brokers, Practice Brokers, Certified Exchange Specialists, Estate Planning Practitioners, Insurance Professionals, and Registered Representatives.
Paula’s expertise is available to clients located in all 50 states. |
