Legal
Privacy Policy
Effective 10 September 2026
This policy explains what deferpropertygains.com collects, why, and what we do and don't do with it. It applies to this website and the Capital Gains Estimator on it. It does not cover any separate engagement you may later enter into with a brokerage, law firm, or wealth planning firm, which will have its own terms.
1. Who operates this site
This site is operated jointly by Luxe Latitudes — Team of Compass (Hyleri and Marc Katzenberg, licensed real estate salespersons with Compass) and Davenport & Associates, Inc., a wealth planning firm in Norwalk, Connecticut.
Compass is not affiliated with, and does not sponsor or endorse, the tax strategies described on this site.
2. What we collect
We collect only what you type into the Capital Gains Estimator. There is no account, no login, and no hidden collection.
Information you give us
- Contact details: your name, email address, and phone number.
- Property and tax figures: the property type, purchase price, improvements, expected sale price, selling costs, depreciation taken, filing status, and state you select.
- The estimate we calculate from those figures: your total gain, net proceeds, adjusted basis, and the estimated federal, recapture, NIIT and state tax amounts.
- Text message consent, if you give it: whether you ticked the box, the exact wording of the disclosure shown to you, the date and time you ticked it, and the page address where you did. We keep this as proof of consent.
Information we do not collect
This site sets no cookies. It runs no analytics, no advertising pixels and no tracking scripts of any kind. We do not build a profile of you, and we cannot identify you unless you submit the form yourself. Our hosting provider processes standard server request data (such as IP address) to deliver the page and protect against abuse; we do not access it for marketing.
3. How we use it
- To calculate and show you your estimate.
- To contact you about that estimate, and to discuss whether a Deferred Sales Trust or a tax offset strategy may fit your situation.
- To prepare properly for a call you book, so an advisor arrives knowing your numbers.
- To keep a record of text message consent, where given, as required by telecommunications rules.
We do not use your information for automated decision-making that produces legal or similarly significant effects. The estimator's qualification result is a screening indication only and is not a decision about you.
4. Text messages
We send text messages only if you tick the consent box on the estimator. That box is unchecked by default and is entirely optional — consent to receive texts is never a condition of receiving your estimate or of any purchase or service.
No mobile information will be sold or shared with third parties or affiliates for marketing or promotional purposes. Text messaging originator opt-in data and consent are not shared with any third party, other than the messaging providers we use strictly to deliver the messages you asked for.
Message frequency varies. Message and data rates may apply. Reply STOP to any message to opt out, or HELP for assistance. Opting out of texts does not remove you from email, and does not affect your estimate.
5. Who we share it with
We do not sell your personal information, and we do not share it for anyone else's advertising. We share it only with:
- The partner firms named in section 1, so they can respond to your enquiry.
- Guardian DST Services and independent tax counsel, only if you proceed toward a trust and only to the extent needed for that work.
- Service providers acting on our instructions: our customer relationship platform (LeadConnector / GoHighLevel) which stores your submission and delivers our email and text messages, and our hosting provider (Cloudflare) which serves this website.
- Where the law requires it, such as a valid legal request.
6. How long we keep it
We keep enquiry records for as long as needed to respond and to maintain a normal business record, and text message consent records for as long as we may text you plus a reasonable period afterwards to evidence that consent. You can ask us to delete your information at any time (see section 8).
7. Security
This site is served over HTTPS and your submission is transmitted encrypted. Records are held in our customer relationship platform under access controls. No system is perfectly secure, and we cannot guarantee absolute security.
8. Your choices and rights
You may ask us to access, correct, or delete the information you gave us, to stop contacting you, or to opt out of any sale or sharing of personal information — although as stated above, we do not sell or share it. Email office@jdavenportassociates.com or use the contact details in section 11. We will respond within the time the applicable law allows.
If you are a Connecticut resident, the Connecticut Data Privacy Act gives you these rights and a right to appeal a refusal. If you are a California resident, the CCPA as amended gives you comparable rights, including the right not to be discriminated against for exercising them. We honour these rights for everyone who asks, regardless of where you live.
You can unsubscribe from email at any time using the link in any message, and from texts by replying STOP.
9. Children
This site is intended for property owners and is not directed to anyone under 18. We do not knowingly collect information from children. If you believe a child has given us information, contact us and we will delete it.
10. Changes
If we change this policy we will update the effective date above. Material changes affecting how we use information you already gave us will be notified to you directly where we hold your contact details.
11. Contact us
For any privacy request or question:
Luxe Latitudes — Team of Compass
87 Post Rd E, Westport, CT 06880
office@jdavenportassociates.com
Hyleri Katzenberg — 203.246.8395
Marc Katzenberg — 203.249.6011