Capital gains taxes on highly appreciated assets may be postponed up to 30 years based on the life expectation of the seller. Earnings from re-investments may also be tax-deferred. Minimum requirement: US$500,000 short term gain, US$1million long term capital gain.
Qualifying appreciated assets include the sale of your real estate, the sale of your business, your stocks, bonds, collectibles, art work, antiques, boats, planes, ANY HIGHLY APPRECIATED ASSET(S), a note receivable that is at least 2 years old, your lottery winning, etc.
The transaction is engineered and implemented by a domestic VERTEX TRUST« customized to fit your financial goals.
Under certain implemented financial conditions, your heirs may get your money "potentially tax-deferred" i.e. you die earlier than your expected mortality tables.
"Knowledge" is our most important "product."
There are two bridges. The first is easier to cross, you merely pay the toll. The other is "tax-deferred " but you have to drive an extra mile in order to cross.
You're "thinking outside the box."