Three taxable events I can help you address in multiple ways.
1) Selling an appreciated asset – defer or eliminate tax (real estate, business, other assets)
2) Sheltering Unearned Revenue – defer or eliminate tax
3) Growing unlimited after-tax money tax-free

In today’s aggressive tax environment multiple tax strategies need to be considered to achieve the benefits and outcomes clients are looking for to address the attack on the 1031 real estate exchange step up in basis and this administration’s attempts to raise in capital gains tax to 43.4% an 82% increase retroactive back to April 2021.

Multiple unique strategies can be used to mitigate tax when selling an appreciated asset like real estate or a business.
1) Malta Pension – Tax Elimination on sale (at age 50) – & Tax-Free growth of investments – Invest in anything you want – Control – Asset protection
2) Private Placement Life Insurance (PPLI) – Defer tax on sale, TAX-FREE Benefits, Invest in anything you want in policies separate account, tax-free loan up to 90%.
3) Discretionary Irrevocable Trust – Defer tax on sale, Asset Protection, Wealth Transfer, COMPLETE CONTROL & other benefits
4) 453 Cash at Close – Defer Tax on sale- 30 years – get tax free loan at close – Control
5) Combinations of the above together for a total customizable tax plan

These 5 strategies and proper tax planning can solve tax concerns to allow Clients who wish to sell appreciated assets in today’s attractive markets a way to do so without giving half away to the government. We remove the fear of aggressive taxation. Remove risk of missing market opportunities when Sellers wait to sell when timing and price is right for their goals.

My tax attorneys are telling everyone to “Take advantage of the tax mitigation planning that the current law allows today before this administration has time to change the tax laws and benefits you can receive.” “50% of your net worth could be at stake”

Florida
United States
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Pensio Global (www.Pensioglobal.com) is a credit risk manager, that since 2004 has specialized in providing income guarantee solutions. Pensio offers risk and property management services with quantifiable income guarantees which are secured by investment grade-rated surety and commercial guarantee markets. Pensio acts as a private surety firm that specializes in providing guaranteed returns based on performance-based bonds. Our bond sports a top financial strength reinsured through the Lloyd’s market. Our primary markets are real-estate, we provide guarantees to lenders, developers, and landlords and investors. We co-invest in multiple LP’s and raise capital to participate in some of our unique and guaranteed-return projects. Pensio Limited Partnerships are secured by an insurance linked security payment bond with a financial strength of A.M. Best A(excellent), S&P A+, Fitch AA-, and Kroger bond AA-, or better.

80 Carlauren Rd, Unit 23 Woodbridge, Ontario, L4L 7Z5
Canada
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The Mergerium® Group is the one and only solution that provides you with a true 360-degree all encompassing solution to grow, scale, and dependably exit. Our vast scope of expertise, experience and relationships covers all corridors of the globe.

The Mergerium® Group provides you with an uncompromised ecosystem of tools, resources and a world-class team of action takers, mountain movers and go-getters. Unlike traditional investment banking and M&A advisory practices, our approach is geared towards a highly bespoke experience and hyper realistic approach towards transaction management and completion.

244 Fifth Avenue
Suite 2400
New York, New York 10001
United States
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We are a value-add investment manager with an exclusive focus on the acquisition and renovation of workforce housing apartment communities in the Midwest and Southeast. RESSCO leverages its 20+ years of experience acquiring over 5,000 residential units to produce excellent risk-adjusted investor returns.

26711 Northwestern Hwy
Suite 175
Southfield, MI 48033
United States
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National in scope and local in focus, MNP is one of Canada’s leading professional services firms — proudly serving individuals, businesses, and organizations since 1958. Through the development of strong relationships, we provide client-focused accounting, consulting, tax, and digital services. Our clients benefit from personalized strategies with a local perspective to fuel success at every stage.

111 Richmond St. W
Suite 300
Toronto, Ontario M5H2G4
Canada
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OinkChing is a Financial Literacy platform designed for the adult life. We totally re-engineered how we structure, shoot, edit, price, and communicate financial topics around the adult brain. This follows 4.5 years of research into why financial literacy fails. We partner with Banks and Credit Unions to go to market with a B2B SAAS revenue model.

Marietta
United States
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Experity Ventures is a leading, technology-driven alternative asset platform focused on the litigation finance market – providing both pre-settlement and medical funding solutions to claimants and medical providers across the U.S. Through its subsidiaries, Experity, engages in the business of providing nonrecourse cash advances primarily to plaintiffs who are in financial need and have a pending personal injury lawsuit, as well as medical receivable funding to healthcare facilities treating patients with similar underlying lawsuits.

1100 East Hector Street, Suite 210
PA Conshohocken
United States
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LATINO-CENTRIC FAMILY OFFICES SERVICES. DIRECT COMMERCIAL LENDER. REAL ESTATE SYNDICATOR

111 Kinderkamack rd
Suite 303
River Edge, New Jerseu 07661
United States
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SouthernSun Asset Management was founded by Michael Cook in January of 1989. Michael Cook has been the Chief Executive Officer and Chief Investment Officer since the inception of the Firm. Phillip Cook was added as Co-Chief Investment Officer in 2021 after 15 years at the firm. Michael Cook and Phillip Cook lead the Investment Team and are supported by a team of Investment Professionals.

SouthernSun is a research-driven investment management firm. The Firm is absolute return oriented, investing with a value approach and long-term perspective through disciplined, bottom-up, fundamental analysis and on-site research (e.g. management interviews, facility visits, inquiries with customers and suppliers).

SouthernSun invests with a long-term time horizon in niche-dominant, attractively valued companies with financial flexibility and well-fitted management teams. The Firm believes careful, in-depth analysis of a company’s financial strength, market position, and human capital is the most comprehensive method of assigning proper valuations, identifying opportunities, and reducing the risk of investment.

SouthernSun, is a fully independent, 100% employee owned firm. All members of the firm’s Management Team, Investment Team, and the Senior Trader are equity owners within the firm.

We offer small and SMID cap strategies via SMA, UMA, Wrap, CIT and Mutual Funds.

240 Madison Avenue
700
Memphis, Tennessee 38103
United States
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Since 2014, Legacy Planning(c) has been working with affluent individuals by helping them design a personal legacy that reflects their guiding principles, values and identity. We’ve held over 800 online sessions with clients located in the US, Europe, the Middle East and Asia. We coach clients around defining, developing and executing their legacy so they have create more freedom, fulfillment and satisfaction into their lives. We also speak at summits, live conferences and hold a weekly podcast. A legacy is connected to your survival in that it is the idea of you, your family and your business. To learn more about Legacy Planning(c) and how we can work together, please visit us at www.designurlegacy.com and book your first advisory session.

9190 W. Olympic Blvd.
#368
Beverly Hills, CA 90212
United States
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Hedge fund based on algorithmic market neutral trading strategies.

Singapore
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Bringing Expertise to the Table
ExecHQ® is an Executives As A Service (ExaaS) advisory firm that provides the as-needed services of executive-level human capital required for the way healthy companies are run today. Our team of over 100 highly-experienced experts are available on an as-needed basis to immediately impact strategic initiatives and generate results at a fraction of the cost of full-time executives. What’s your challenge?

2390 E Camelback Rd. Biltmore Center Phoenix, AZ 85016, USA
, Suite 130 Phoenix
United States
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Placement agent specializing in raising capital from Australian Investors for investment in select US Funds.

750 Lexington Avenue New York
United States
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Hermes Investment Services, is an Investor and Lenders Introduction Company. We have built a Private Network of over 20,000 Investors over the years, in the world’s financial Centres.

We also manage a fund of stocks, crypto and private equity, and we offer Chief Investment Office outsourced services.

27, High Park Blvd
Toronto, Ontario M6R1M6
Canada
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We are a regulated alternative investment management firm licensed under the EU AIFMD. Our focus is on real estate and related investments.

SquareStack is an Apps Management and Discovery Platform created for Small to Medium-sized Businesses (SMBs). SquareStack’s SaaS platform solves the critical issues of integrating, and organizing existing software, explicitly extracting the value they claim to offer as well as sourcing and adding new relevant apps that will drive further efficiencies.
SquareStack simplifies the complex business decision process by aggregating and organizing all their current biz apps into one consolidated dashboard. Key points of value include:
• Via “single user log-in”, provide a state of the art, secure system to manage all enterprise software applications.
• Consolidate reporting and analytics of key activity statistics from each application.
• Delegate app access to network of employees, advisors, and contractors.
• Via our ecommerce enabled directory, review, purchase and integrate new apps.

700 Commerce Dr
Suite 500
Oak Brook, Illinois 60523
United States
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Standard Normal is an investment firm with three funds all centered around the energy transition. Hedge, Venture, and RE Fund.
Our flagship and largest fund is our power trading fund. With returns upwards of 30%, we buy and sell the right to transmit electricity along the electrical grid, targeting efficiency gaps created by the production and transmission of clean energy.

Hedge Fund Software
* Invest Deal Flow Dashboard
* Calendar Appointments
* Fund Reporting Securely to Investors
* Due Diligence Standardization Controls
* Multi-Fund Management
* Database Integrations – Brokerage / Fund Data

* Family Office Member Payments
* Private Equity Fund Company Submission Management

189 McGarry Drive
Kitchener, Ontario N2N1G3
Canada
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Windmill Capital Management is a global private equity impact manager focused on commercial clean and renewable energy projects, developers and operators.

TaliMar Financial is a private lender based in San Diego, CA. We have over 14 years of experience funding residential and commercial loans to real estate investors. In that time, we have funded over 800 loans totaling over $350MM and currently service an active loan portfolio of over $55MM.

We fund our loans through our mortgage fund, TaliMar Income Fund I. Investors in the fund are comprised of high net worth investors seeking consistent monthly income, diversification of high yielding real estate loans, tax advantages of investing through a REIT, and working with a very experienced operations team.

16880 West Bernardo Drive
#140 San Diego
United States
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TruView Bsi, Llc is a Certified Service Disabled Veteran Owned Business: We provide a complete range of analytical investigative, background screening, risk based Intelligence solutions including Pre-Employment, Pre-Investment, Vendor/Partner Screening and our 360 Continuous Monitoring suite of risk-based intelligence solutions.
We have become an extension for companies to leverage their current operations in a very cost effective way. We know professionals are busier now than ever before in the trust economy doing more with less.We help to keep people and organizations safer, more secure, and investors better informed
We provide our services to over 1000 Clients throughout the United States. Built on responsive partnerships, we achieve Client success by combining modern technology with expert human analysis and unwavering Client responsiveness. Our robust portfolio of Clients ranges from international companies, professional service firms, real estate related firms, family offices, investors, investment management companies, government agencies and prestigious academic institutions. Truview has offices and personnel in New York, New Jersey, Florida, Texas, and California, TruView is a dynamic organization comprised of over 150 Research Analysts, Investigators and Technical specialists.

We are a US based multinational corporation with global headquarters in Dallas, TX. metropolitan area. The company has operating units in Southeast Asia (Malaysia and Indonesia) and South America.

3880 Parkwood Blvd – Suite 603
Frisco, TX 75034
United States
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An investment firm in the Global Media & Entertainment industry based in Miami, Los Angeles and Buenos Aires. With a footprint across entertainment, games, and global media, Foton Ventures I’s strategy is to invest at the intersection of media and technology with a focus on disruptive changes such as Web 3.0, Metaverse and NFTs that will create a need for new narrative, interactive, and immersive content

GMIT presents institutions, fund managers, and professional service administrators with a full spectrum approach to client capital growth initiatives. Seasoned clients and financial advisors benefit from our industry-leading global reach with a solid focus employing our client strategy; Includes on-going:
-Assessment – Development – Execution *** GMIT (ADE) strategies.
Essential areas of expertise include, but are not limited to:
–Currency Management/Exchange.
–Financial Asset Monetization/Trading.
–Hedge Fund Support/Transactions.
–Asset Management Support/Transactions.
–Global Asset Protection.
–Precious Metals & Stones Monetization & Trade.
–FX-4U Trading.
–BTC Leveraging/Trading.
Our clientele capital growth goals include comprehensive strategies eclipsing client expectations and risk aversion, whilst furthering access in world markets. GMIT does not provide or engage in pedestrian solutions.
–GMIT has relationships with top monetizers, desks, and revenue & asset-based funding institutions.
–GMIT is recognized by financial advisers including accountants, attorneys, actuaries, and senior financial executives.
–GMIT mechanisms are custom-designed to integrate the monetary compliance of the clients’ financial institution(s), currencies, bank assets, cryptocurrencies reflecting global fiscal policies.
–GMIT is recognized by industry professionals, the world over, as a no-nonsense leader in specialized global financial Strategies.

1942 NE 172ND ST,
N MIAMI BEACH, FL 33162
United States
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Ashford (NYSE American: AINC) is an alternative asset management company with a portfolio of strategic operating businesses that provide asset management, investment management and related services to the real estate and hospitality sectors. Ashford’s principals have a long track record of success and many years of experience investing and operating in real estate. Currently, Ashford serves as the advisor to two NYSE-listed real estate investment trusts, Ashford Hospitality Trust (NYSE: AHT) and Braemar Hotels & Resorts (NYSE: BHR) and acts as the investment sponsor to three alternative investment products – Braemar Series E/M Redeemable Preferred, Ashford Hospitality Trust Redeemable Preferred and a private fund focused on value-add commercial real estate opportunities in Texas.

Ashford Securities LLC
Suite 780
Dallas, Texas 75254
United States
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