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”

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United States
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