CPS Resource Center

Our 4th education module, Understanding Present Value is ready for viewing.

Calculating the Deduction is ready for viewing.

CLick here to download the slide handouts.

View an additional screen video here. Screen Show (opens in a new window)

The attached file Real Esate Expert proves that your clients need to hear from you about tax-exempt trusts. Notice that he didn’t mention a CRT. —Randy

Many of you have been asking for forms to use while giving a 1031 seminar. Here are some forms that have been used successfully and can be customized by you for your particular needs.

Download the 1031 Seminar Documents Package (168k zip file) which contains the following document templates:

Confirmation Letter, Evaluation Form, Lined Notes Page, RSVP Form, Sign-in Sheet and Thank You Sheet.

Also if you want to hear how I give the 1031 seminar, click here 1031 Audio presentation and go to the 4th entry and click on the 1031 link. You can play it online or download the file. —Randy

Social vs. Personal Capital is ready for viewing.