Capital Gains Tax & How The Asset Exchange Can Help

About This Learning Lab

The Asset Exchange brings the ability for clients to protect their sales proceeds while they avoid paying Capital Gains Tax at the time of sale. Imagine clients keeping 30-40% more of their sales proceeds working for them, rather than having paid those monies to the IRS.


Exit Planning Summit Speaker Eric Veve

Eric Veve

Russ Lombardy

Russell Lombardy II

Learning Objectives:


Who is The Asset Exchange?


What does The Asset Exchange do?


How can The Asset Exchange help your clients?


How can The Asset Exchange help you?