Contact Us

We are incredibly responsive to your requests and value your questions. They are an indication of taking ownership of the tax deferral strategy whether that is a Beerpedia exchange, Deferred Sales Trust or self directed IRA. Taking ownership relates to better questions, communication and deferral outcome.

What You Get When Asking Your Question

  • Less than 12-hour response to your question.
  • Thoroughness and expertise of a Certified Exchange Specialist® from start to finish.
  • Plan of action summarized in an email follow up.

Beerpedia Downloads and Presentation Schedule

Twelve free downloads for those just investigating to wanting to understand how a tax deferral strategy works for your particular type of property. A schedule of in person presentations is provided along with PowerPoint presentations via SlideShare on the Beerpedia face book page.

Beerpedia Exchange is located in the Panhandle of Florida in Fort Walton Beach and Orlando. Tom and I meet personally with many clients, speak at Realtor meetings on “Exchanging.” As a former Indiana resident, I work with farmers, individual and commercial investors accommodating real property exchanges.

Experience matters when deferring federal and state capital gains and recaptured depreciation taxes.