Speak with our 537 IST specialists to explore how you can defer 100% of capital gains taxes on your FedEx route sale
A 30-minute strategy session with zero obligation
Comprehensive review of your specific situation and tax savings potential
Receive expert guidance and a detailed proposal with no pressure to commit
Zoom or phone call - whichever works best for your schedule
Review of your calculator results and exact tax savings with 537 IST
Step-by-step explanation of the trust setup and administration process
Timeline for establishing the trust before your route sale closes
Investment strategy options and projected quarterly income
Answers to all your questions about costs, legal compliance, and risks
Detailed proposal outlining next steps if you decide to proceed
We'll use this to send your calendar invite and consultation details
We'll send a Zoom link
Upon scheduling
Absolutely. Your initial consultation is completely free with zero obligation. We'll review your specific situation, calculate your potential tax savings, and answer all your questions. If you decide the 537 IST is right for you, we'll provide a detailed proposal with transparent pricing.
Bring your expected sale price, number of routes, years you've owned them, and any preliminary tax calculations. If you've used our calculator, we'll reference those results. Don't worry if you don't have everything - we can estimate and refine numbers during the call.
Yes! We encourage you to involve your tax advisor or attorney. Many of our clients bring their CPA on the initial call. We'll provide technical documentation they can review to ensure the 537 IST structure meets their professional standards.
We'll send you a detailed written proposal including exact tax savings calculations, timeline, costs, and next steps. Take all the time you need to review with your advisors. There's absolutely no pressure - this is a significant financial decision and we want you to feel completely confident.
Ideally 60-90 days before closing. The trust must be established BEFORE your sale completes. While we can expedite the process, having more time ensures proper documentation and gives you time to make an informed decision without rushing.