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.