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: Philip J. Kavesh
- Duration: 60 minutes
Purchase
Includes: Immediately downloadable handout materials and MP3 audio recording.
SKU PJK012313ODSP
Includes: Printed Handout Materials, CD-ROM(s) with PDF handouts and audio recording.
SKU PJK012313ODPP
+S&H
ABOUT THE SPEAKER
Philip J. Kavesh
J.D., LL.M. (Taxation), CFP®, ChFC, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law
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 40 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…
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.