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!