Don’t blame your accountant. We specialize in tax-deferred, wealth preservation strategies. Financial engineering, with a twist.Asset protection, wealth preservation, tax avoidance, and tax reduction is a building block solution. Call me if you have a complex financial goal. We have a network of bonded and licensed real-world financial experts, across boundaries, on a domestic and international platform, with complete discretion, legal, and tax compliance of your transaction(s).
How many attorneys and accountants could expound on such divergent concepts as: VEBAs, ESOPs, offshore employee leasing, transfer pricing regulations, CFC regulations, Foreign Sales Corporations (FSCs), small insurance companies, shared appreciation, equity stripping, charitable support organizations, private foundations, Section 1031 transfers, Section 1035 transfers, offshore foundations, private annuities, etc.
Dance your way around the Tax-Man. In an increasingly specialized world, it's impossible for attorneys and accountants to keep abreast of all changes outside their narrow areas of practice. Most advisors have not become proficient in finding ways to help their clients with specialized tax strategies and tax advantaged solutions. The combination of factors: (a) the newness of the concepts and (b) the complexity and difficulty of the subject matter, has kept this to a focused few.
The Tax-Man is your ever-present partner.
||Put the Tax-Man on (((((HOLD)))))|
Defer Your Capital Gains Taxes / on any Highly Appreciated Asset:
Based on your life expectancy, your taxes can be tax-deferred up to 30 years. "Deferred" means "Postponed."
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's at least 2 years old, your lottery winning, etc.
Example: $1million = $17.4million tax-deferred in 30 years.
A $1million capital gain will tax-defer an immediate Federal Capital Gains taxes of $200,000 plus your state capital gains taxes.
$1million (assumed) re-invested @10% for 30 years, will accumulate $16.5milliong of "tax-deferred" Income.
At the date of your death, you will eliminate the very public probate jail process, court costs, probate fees, and
You will tax-defer $9.6million of federal inheritance taxes, plus your state inheritance taxes.
Total deferred summary:
|Original Capital Gain
|Federal Capital Gain Taxes @ 20%
|State Taxes on Capital Gain @ 9%
|Tax-Deferred Income 1million @10%, 30 years
|Federal Inheritance Taxes Deferred @ 55%
|State Inheritance Taxes Deferred @ 9%
|Total Available to Your Heirs
When this transaction is appropriately engineered and implemented by a qualified competent professional, your taxes may be postponed up to 30 years.
"Knowledge" is our most important "product."
This series of financial transactions are complex. Not for everybody, one size does not fit all. It requires careful attention and professional competent implementation. It's a legitimate, logical, and suitable method of tax deferral. To see if you qualify, contact us directly. Ultimately, the complexity of these transactions are not done over the internet, telephone, fax, Email, or snail-mail.
"The hardest thing in the world to understand is the income tax." - Albert Einstein.
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. The tragedy of life is that so few people know that the "tax deferred bridge" even exists.
Also see Vertex Trust® / Deferral of Capital Gains
NO this transaction is NOT:
NOT a section 1031 exchange.
(problem: you exchange known problems for the unknown and will not eliminate your original goal of selling your asset)
NOT a Charitable Remainder Trust, or any of those hybrids.
(problem: you lose control of your assets to people who only care about spending your money as fast as they can. In addition, any tax benefits are quickly dissipated due to various IRS restrictions, NOT MY CHOICE.)
NOT a Charitable Lead Trust or, any of those hybrids.
(problem: you lose control of your assets, tax benefits are lost due to IRS limitations.)
NOT a purchase of someone else's Capital Loss Carryover.
(constructive step transaction, invitation to an IRS audit)
IT'S a series of transactions financially engineered to defer your capital gains taxes, eliminate "probate," eliminate estate taxes, defer taxes on your investment income, and when appropriately structured by a competent professional and is part of your financial plan, your taxes are deferred in your life-time and your heirs may get the cash tax-deferred. I said Tax-Deferred.
If you qualify, call us ..... or..... contact us through the net.
MINIMUM capital gains required US$500,000 Short term, US$1million Long Term.
For more information click here.
||Defer Income Taxes on Your Salary or any |
((((( Income Stream ))))) Exclusively for those who "earn" more money than they spend, for the year.
This plan is on "Earned Income" (wages, salary, personal service contracts, commissions, any W-2 or 1099 compensation). Other forms of income streams (patents, rents, royalties, day trading, ... etc.) may be financially engineered to fit this legal exception. Minimum earned surplus cash required $150,000.
This financial "International Tax-Treaty" plan is extremely attractive to Brokers, Investors, Entertainers, Personalities, Physicians, Entrepreneurs, Industrialists, Key Employees, Senior Executives... any highly compensated individual / or with commercial rights to income streams ... patents, royalties, rental income, day trading, ...etc.
For more information click here.
Who may qualify: a broker, executive, "affluent" investor, entrepreneur, industrialist, physician, senior executive, key employee, entertainer, any highly compensated individual with earned income or commercial rights to income, in excess of his requirements to live on.
Are you aware?
If a "non United States person" purchased Canadian utility bonds through a U.S. Virgin Islands exempt company; his bond interest is not subject to Canadian or U.S. taxes, his capital gains is not subject to Canadian or U.S. taxes, he has no estate taxes, but he has full use of the U.S. Court System against expropriation and litigation? How is it possible you ask? Well, it's "financial engineering."
"Special exemptions" under IRC §936 apply to the U.S. Virgin Islands, Puerto Rico, Guam, the Northern Mariana Islands, and the American Samoa. These "possessions" of the United States have "mirror systems of U.S. taxation" by transforming the Internal Revenue Code (IRC), as amended, into a "local code" by substituting "its name" for the name of the "United States" when appropriate. Residents are United States Citizens. But, for "tax purposes" they can become "offshore" with access to the United States Court Systems and all bi-lateral tax treaties. For "tax purposes" then, how do you become a "non U.S. person?"
He will be with you, before your die, and even after.
But even God created loopholes.
You can be the most evil person on earth,
but just before you die, if you ask for forgiveness,
he will defer your going to hell.