We Help Investors
ELIMINATE (not defer) Capital Gains Tax
What We Do For You
If you are considering selling real estate investments, privately held business or other capital assets, then we have a 5 Step Plan to ELIMINATE (not defer) the capital gains tax so that you keep more profits.
What You Can Expect
We ELIMINATE (not defer) the capital gains tax on your appreciated asset.
Large Tax Deductions
We create a large tax deduction against ordinary income, all in one transaction, that carries forward.
Tax Free Growth
Provide ongoing buying & selling, tax-free, in a creditor proof environment for up to three generations.
We give you the flexibility to reinvest your money anywhere you like.
Reduce Estate Tax
We reduce your estate tax exposure.
Reduce Recapture Tax
The deduction against ordinary income reduces recapture tax.
Three Simple Steps
Step 1: Schedule a Call
We’ll discuss your business, your needs, and your next steps.
Step 2: Tax Evaluation
We’ll review and dissect your tax returns.
Step 3: ELIMINATE Tax
Then we’ll use multiple strategies (black letter law) based on your specific goals to ELIMINATE (not defer) your taxes!
Shane is a God send and has been there for me from day one when my practice opened, he has been the glue and quarterback working in conjunction with my CPA & Attorney team. I would truly not be where I am today without his knowledge & expertise in tax planning, retirement planning, and general business knowledge and highly recommend him and his sourcesDr. Johon Aniemeke
Everyone tells you that they can help developers like me reduce or eliminate their taxes. My first instinct is always to be skeptical. However, Shane is the real deal.Herman Cardenas
Advisor Bridge Asset Management has been selected for the Best of San Antonio Award in 2016 and 2017 for the Financial Consultant category as an exceptional company.San Antonio Award Program