FOR IMMEDIATE RELEASE: Thursday, August 16, 2018
Robert Binkele, CEO
Estate Planning Team
Estate Planning Team Welcomes Craig Szabo as DST Trustee
Indian Wells, CA: Furthering our dedication to expand our professional network with the best in the business, Estate Planning Team is pleased to announce its new strategic partnership with Craig Szabo, CPA. Craig is the proud owner and CEO of DST Advisors Inc. and Szabo Accountancy. We are excited to announce that Craig has been elected as a Trustee to the Deferred Sales Trust™ (DST).
This business collaboration was a natural fit, as Craig works with high net worth and high-profile clients who are looking to defer significant capital gains tax. Craig has practiced accounting for over 40 years and has extensive experience in many industries. He has also negotiated and resolved many complex business and tax matters for clients and has been selected as an expert witness in litigation matters.
Craig specializes in the following fields:
In addition to his involvement with Estate Planning Team, Craig is also a Partner/Advisor for a new & innovative real estate technology company, Great Percent. They’ve developed an internet-based bidding platform that enables homeowners to save thousands in commissions by comparing offers from competing agents. We strive to bring likeminded and forward-thinking executives like Craig to our business to benefit our members and clients alike.
Estate Planning Team is a membership organization with a network of experienced professionals who offer the Deferred Sales Trust™. These professionals include financial advisors, insurance and real estate professionals, business brokers, attorneys, CPA’s, Qualified Intermediaries, and other professional partners. EPT’s organization stretches throughout the United States, providing significant capital gains tax deferral via the Deferred Sales Trust™, a flexible 1031 Exchange alternative.
Recently, The San Fernando Valley Business Journal published an article about an up-and-coming trend in Real Estate where listings can be bid on by brokers via websites.
We are excited to share that our very own Craig Szabo has been an integral part of a new company, Great
Percent Real Estate which specializes in this exciting new real estate strategy. Szabo was interviewed for the SFVBJ article, which is posted below.
If you've received a phone call or email from the 'IRS' saying you owe them money and could be arrested if you don't pay immediately, you may have been a victim of a scam.
There have been many new scams reported to the IRS in the past few months and it is something that all tax payers should be aware of.
The IRS posted this article a few weeks ago. It details some of the known scams circulating and also describes what the IRS will not do when it comes to collections and taxes owed.
We recommend you read and bookmark the article for future reference.
"The IRS will never:
If you think you have been a victim of an IRS scam, please report it to the FTC Complaint Assistant
In June, the San Fernando Valley Business Journal came into the office to interview Craig for a story on the unique business of accounting for Professional Athletes.
The article was published in the July 9-22, 2012 volume of the SFVBJ.
For a larger version of the article, click the image to the left.