Estate Planning Team, Inc. (“EPT”) is a national firm specializing in strategies to help property owners and business owners who have an interest in selling but are concerned about their capital gains tax liability. EPT is based in Indian Wells, California and has been offering these innovative services for over 20 years. EPT provides education to its members along with administrative, marketing and support services to assist them in growing their financial services practices. As the financial services business continues to change, advisors need to find new and innovative solutions that bring added value to their investors. By learning to recognize opportunities to suggest the Deferred Sales Trust to their clients and prospects, advisors can do just that, while potentially securing the large sums of assets to manage that typically result from the sale of valuable businesses and real estate holdings. Recent changes in the tax laws have created substantial demand for tax deferral options and there has never been a more relevant time for broker dealers and financial advisors to offer the services that EPT provides. EPT provides its participating members with extensive administrative and marketing support so that they can effectively promote its services in a competent and professional manner, and without providing tax and/or legal advice. A significant key to our success is our EPT and DST websites, with integrated CRM and powerful web based tracking tools. Each member is provided with a personalized website, which contains basic information to help educate the property owners and business owners who are in need of capital gain tax deferral and who might need to utilize EPT’s tax deferral services. Moreover, the system prompts the prospect to enter information about their upcoming property sale into the EPT system in order to receive a preliminary, customized illustration of how the DST can work for them, tailored to their specific transaction.