For Immediate Release - August 13, 2007
What Your Advisors Don't Know About
Capital Gains and How That Can Really Hurt You
Protect your investments from Uncle Sam at www.savegainstax.com (SAN MARCOS, Calif.--)
Smart investments can become anything but smart if investors don't know how to get maximum value when they finally sell real estate, stocks, or other valuable assets like businesses and art collections.
Why? Because capital gains and related taxes can sap the value from the hard-won appreciation of your assets if you don't have a sound strategy for liquidating them, says Paula Straub, a Southern California Capital Gains Tax Saving Strategist who operates www.savegainstax.com.
At www.savegainstax.com, investors -- or the Attorneys, CPAs and Realtors who work for them -- can get quick answers to their investment questions and also contact Paula Straub for help in developing long-term strategies to keep the government's hands off their money.
"My clients are amazed at how much money I can save them in just a few short meetings," Paula said. "It's silly for them to invest decades of time and thousands or millions of dollars in their future, only to be shortchanged because they didn't take a little more time to develop a strategy to defer or minimize the impact of capital gains and other investment taxes. Investors put money aside for their loved ones, not the IRS."
"Some people make investments to hedge against unforeseen health problems or other concerns. And it's a shame for them to be paying more than necessary to the government when they desperately need to liquidate assets to cover major medical bills or other necessities," Paula said.
At www.savegainstax.com, Paula Straub offers two broad portals of investment assistance. Investors who are still trying to decide whether to liquidate their assets can register for free teleclasses with Paula Straub, who will discuss investment "exit strategies." The next teleclass is set for August 16 at 9 p.m. EDT.
But those who already have a buyer lined up for their business, portfolio, collection or real estate need more immediate and specific help. They can contact Paula Straub by filling out an online questionnaire about their pending sale. Paula Straub promises they'll receive a prompt, confidential response about whether she can help them develop an exit strategy to save them thousands of dollars in capital gains and other taxes.
Paula Straub can help investors determine whether they should structure their asset liquidation as a 1031 exchange into a tenant in common property, or perhaps an installment sale through a foundation. For other investors, a CRT or structured sale might be in order, or it may be a combination of strategies.
"The services I offer through www.savegainstax.com are unique because I educate clients and their representatives on all the various options available to protect their investment returns," Paula Straub said. "I don't try to pound square pegs into round holes, as many advisers do who are familiar with only one strategy. Sometimes these advisers never mention the other options because their livelihood depends on the one they are selling."
"The answers people will find through my Web site are as varied as the reasons people invest in the first place," Paula said. "Are they looking for maximum income now or looking for the maximum legacy for their heirs? Is the investment property discretionary -- like a secondary or vacation home -- or is it someone's primary residence, which means they could well have all their financial eggs resting in one crucial basket."
"At www.savegainstax.com, investors can tell me what they hope to achieve through their assets, and I can make sure that happens with maximum value and in keeping with their overall goals and dreams," Paula said.
CONTACT: Paula Straub is available for interviews with business reporters and others seeking expert advise on estate planning and minimizing capital gains taxes. She can be reached by e-mailing askpaula@savegainstax.com or by calling (760) 917-0858.
ABOUT PAULA STRAUB: Paula Straub is an Investment Advisor Representative and Independent Insurance Agent based in San Marcos, Calif. Her specialty is helping investors, and their counselors, to protect highly appreciated assets whenever possible from capital gains and other taxes that can plague investors who liquidate their assets. Paula Straub works with national companies that provide a variety of products and income vehicles and can therefore assist clients in all 50 states. An author, educator and professional speaker, Paula Straub has worked for General Electric and General Dynamics before beginning her own successful consultant practice. Paula Straub has personally researched her unique "exit strategies" that enable her clients to make the most of their investments when they matter the most: when the time comes to sell them. Her clients have already saved hundreds of thousands of dollars.