Inside the Tax Planning Strategy Coveted by Savvy Wealthy Investors...
Discover How to Sell Highly Appreciated Assets Such as Real Estate or a Business, Walk Away From Escrow With Absolutely NO Immediate Capital Gains Taxes Due,
AND Receive a Tax-free Lump Sum of Cash That is Nearly Equivalent to Sale Proceeds.
Where is it?Join in from your laptop, desktop, or phone
Who's doing it? Host Lori Greymont welcomes special presenter Bruce Jones, President and CEO of a tax analysis and solutions research company
Why should I be there? To learn whether this approach may allow me to retain money that would otherwise be paid in taxes in the year of the sale of my asset.
What's it all about? A detailed look at a tax strategy that may be used to defer the tax liability on an asset sale for decades, and receive a tax-free lump sum cash payment at escrow closing that is nearly equivalent to sale proceeds. Full details below.
Tax Planning Best Practices From 23+ Years of Serving Owners of Real Estate and Privately-held Businesses
"Anyone desiring to convert taxes into wealth-building assets and tax-advantaged income should learn about tax planning approaches that may allow them to retain more cash at close of escrow.
In this webinar, I'll be sharing best practices of what's worked for clients owning highly appreciated assets. See you there!"
The Two Part Process to Achieve Tax Deferral. We'll peel back the curtain on this two-part process to enable a seller of a highly appreciated capital asset (real estate, business, collectibles, contract rights, etc.) to defer the tax liability on the sale for decades, while at the same time receiving a tax-free lump sum cash payment at escrow closing that is nearly equivalent to sale proceeds.
The Value of Tax Deferral. As Warren Buffet has said more than once, using active tax planning to defer taxes is like getting an interest-free loan from the government. Every $100,000 you defer, invested over 30 years with a 5% rate of return compounded annually, becomes $432,194!
Why This Approach May Be Better Than a 1031 Exchange. In nearly every instance, this approach will provide for greater flexibility, control, and tax benefit than the rigid and arbitraty 1031 exchange for the sale of investment property. And it is a true exit strategy if you've had enough of tenants and toilets!
Case Studies: 10-40% More After-Tax Cash at Close of Escrow. We'll give you access to our special case studies report, where you can see the actual details of our exclusive pre-sale tax analysis and money flow projection for various transactions. Of course every transaction is different and results will vary.
Why Your CPA or Tax Attorney Probably Hasn't Told You About This Approach. The steps utilized to achieve this tax planning approach have been in the tax code for almost 100 years, yet most CPAs have never heard about it. Hear the ranchers story that led to a Harvard educated lawyer using this planning method in a lawful and effective way to solve tax concerns when selling property.
Answer Your Questions Live. This is not a pre-recorded training. Join Bruce Jones live this Tuesday and he'll answer your questions throughout the presentation.