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Estate Street Partners is a network of bonded and licensed "hands/on-real/world" financial experts from the legal, accounting, and tax professions. We collaborate across domestic and international boundaries with complete discretion, legal, and tax compliance of your transactions.
We create liquidity by exploring advanced solutions to your problem of wealth.
"Information" is NOT "knowledge." Our operating strategy is to leverage our collective knowledge and resources providing you with competent multi-dimensional financial engineering strategies, designed to protect your assets from potential frivolous lawsuits, preserve your wealth by recapturing lost tax dollars, defer capital gains taxes, reduce taxes on your income streams, eliminate probate and estate taxes. Finally: -tax efficient wealth transfer to your next generation.
EXECUTIVE SUMMARY:
"Knowledge" is our most important "Product"
We use good planning, not secrecy.
We rely on law, not secrecy.
Multi dimensional services
We provide the following services for a pre-determined fee, tailored to your specific financial goal(s):
Advanced solutions you don't currently have:
Put the tax man on (((((HOLD)))))
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Deferred Capital Gains Taxes on any highly appreciated asset(s). Minimum gain required: US$500,000 short term, $1million long term. Qualifying assets: Sale of your highly appreciated stocks, bonds, real estate, your business, note receivable at least 2 years old, any highly appreciated asset(s). |
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Deferred Highly Compensated Planning on your salary or any 1099 compensation. Minimum excess cash required US$150,000. We can possibly re-engineer your "income stream" to fit this mold: salaries, commissions, bonus, consulting fees, finders fees, patents, royalties, rental income, business income, .....day trading. |
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Elimination of "strictly voluntary" probate and estate taxes.
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Don’t blame your accountant. We specialize in tax-deferred, wealth preservation strategies. Financial engineering, with a twist.
How many attorneys and accountants could expound on such divergent concepts as: VEBAs, ESOPs, closely held or self employed employee leasing, transfer pricing regulations, CFC regulations, Foreign Sales Corporations (FSCs), offshore asset protection, small insurance companies, shared appreciation, equity stripping, charitable support organizations, private foundations, Section 1031 transfers, Section 1035 transfers, offshore foundations, private annuities, etc.
Tax Traps: An incompetent advisor will cost you more than --just money. Avoid unpleasant results. Make sure that the person you hire is competent and familiar with such matters.
Client Profiles: Successful high net worth entrepreneurs, investors, entertainers, senior executives, key employees, industrialists, physicians, inherited wealth, highly compensated individuals, and others with commercial rights to income streams seeking to protect their wealth, eliminate frivolous lawsuits from predators and their contingent fee lawyers, reduce their tax liabilities by using good legitimate, logical, and suitable methods of tax-deferral, relying on law and not secrecy, planning and thinking ahead (out of the box). Your financial (goals) should be.
"The avoidance of taxes is the only intellectual pursuit that carries any reward." - John Maynard Keynes
It's fiercely competitive out there. In order for you to survive, you must be flexible, learn to restructure, outsource, downsize, subcontract, become lean, agile, quick, and form new alliances.--Rocco Beatrice, cpa, mst, mba
® Registered Trademark, Estate Street Partners, LLC.
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