A 100% IRS Approved Way to
Sell Appreciated Assets Tax-Free?

(By the way, it’s not an exchange)

Have you ever run across any of these client (or prospect) situations?

  • An investor would like to diversify his or her portfolio or generate more income from it, but won’t sell any existing stocks, bonds or mutual funds because he or she doesn’t want to pay big capital gains taxes?
  • A rental property owner would like to increase his or her net cash flow or just get out of property management, but has a big capital gains tax and an “exchange” is not the right fit?
  • A retiree wants to sell his or her home, downsize and maybe live in a retirement community or closer to the kids or grandkids - - but won’t sell because his or her capital gains exclusion isn’t enough to eliminate heavy capital gains taxes?
  • A business owner wants to sell and retire on the income generated by the proceeds, but faces a big capital gains tax before he or she can reinvest the proceeds?
  • A high bracket income taxpayer would like a 5 or 6 figure tax deduction?

There is a little-known solution - - which we call the “Capital Gains Bypass Trust” - - that has been right in the Internal Revenue Code since 1969!

And this Capital Gains Bypass Trust has been made even better by the new “Fiscal Cliff” legislation.  Proper use of this Trust may not only avoid the increased capital gains tax, but also reduce or eliminate the phaseout of itemized deductions and Medicare Surtax!

Imagine…if you know what this trust is and can simply explain how it works, you can capture a lot more high net-worth clients, and either generate more planning fees, place more assets under management or even sell more life insurance and annuities!

Join us and nationally renowned estate planning attorney and Ultimate Estate Planner President, Philip J. Kavesh, J.D., LL.M. (Taxation), CFP®, ChFC, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law, for a very special, 60-minute presentation entitled, “The Capital Gain Bypass Trust”.  On this program, he will explain this commonly overlooked planning strategy in plain-English so you can begin applying what you learn into your practice right away!

 

  • Program Title: The Capital Gains Bypass Trust
  • Speaker:
  • Duration: 60 minutes

Philip J. Kavesh

J.D., LL.M. (Taxation), CFP®, ChFC, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law
Philip J. Kavesh

Philip J. Kavesh is a nationally recognized attorney, authority, speaker, educator and technical innovator in estate planning.

Phil has earned significant recognition and accolades over his approximately 33 years of practice as an estate planning attorney. Phil holds a Master’s Degree (LL.M.) in Tax Law and is a California State Bar Certified Specialist in Estate Planning, Trust and Probate Law. He also has been awarded the Certified Financial Planner and Chartered Financial Consultant designations. Phil has served his fellow estate planning and financial professionals by teaching in the Golden Gate University Graduate Tax Degree and Certified Financial Planner programs. Phil was also selected by his peers and served on their behalf as the California Legislative Liaison for the International Association of Financial Planners and has represented the estate planning attorney community in testifying before State legislative committees seeking to regulate the estate and financial planning professions and to eliminate “trust mills”. In fact, several of the practice forms and client disclosure pieces created by Phil have been incorporated into new legislation and regulations. Furthermore, Phil was one of three attorney co-founders of the American Academy of Estate Planning Attorneys.  He has also been an honorary member of the National Network of Estate Planning Attorneys and is an active member of WealthCounsel.

Phil has been recognized and quoted as an estate and tax planning authority in numerous national, prestigious publications, including Money Magazine, Investors Daily, Personal Finance Magazine, Los Angeles Times, Los Angeles Business Journal, Consumer Reports Magazine, Journal of Retirement Planning, Ed Slott’s IRA Newsletter, Investment Advisor Magazine, Life Insurance Selling, and PacQuarterly. He has appeared on several television and radio programs and his weekly TV show, “Preserve Your Estate”, was broadcasted on local Los Angeles TV for over six years.

Additionally, Phil has created or co-created numerous technical advances in estate planning, including the Personal Asset TrustSM and the IRA Inheritance Trust®. His unique legal documents have been licensed to hundreds of attorneys all across the country, through his company, The Ultimate Estate Planner, Inc.  He has also authored or co-authored several outstanding consumer publications including “The Ten Biggest Mistakes People Make When Setting Up a Living Trust”, “The Top Ten Estate Planning Mistakes Wealthy People Make”, and “21st Century Wealth”.

Even more impressive are Phil’s accomplishments as a speaker and educator of the public and his professional peers. Phil has personally presented over 2,000 seminars on estate, tax and financial planning to the general public, to various major corporations and their employees, and to CPAs, financial planners and attorneys.  His renowned seminars have been duplicated and sold to thousands of estate planning professionals and financial advisors in the U.S. and Canada.  Phil has devoted substantial efforts to improving the standards in the estate planning and financial planning industries by personally training over 4,000 attorneys and financial planners.

IMPORTANT NOTICE REGARDING CE CREDIT

The Ultimate Estate Planner, Inc. and the presenter are not registered Continuing Education Sponsors and this program is not pre-approved for continuing education credit for any state or regulatory agency.

However, please note that each program includes a Certificate of Completion and, depending on the license and the regulatory agency for which governs a participant’s CE credit, some professionals may be able to self-report his or her participation and receive credit. It is the responsibility of the participant to complete any process necessary to seek self-reported CE credit for his or her participation. By registering for a teleconference (or purchasing on On-Demand program), you understand that CE credit is not guaranteed or warranted by the presenter or The Ultimate Estate Planner, Inc.

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