Do you own a Valuable Collection?
Perhaps you have a
highly appreciated automobile collection, or art,
stamps, coins, baseball cards, etc. The time has
come that you would like to sell these assets, but
the capital gains tax burden makes the sale much
A Deferred Sales Trust™ or Charitable Remainder
Trust may be the tax saving strategy for you.
Whether or not it makes sense depends on a variety
What is your cost basis? What is the selling price?
What are your income needs, your estate planning
needs, your age, etc.
If you have a buyer, or you have a current fair
market appraisal, fill out the brief Qualification
Questionnaire and find out if using a tax strategy
makes sense for you.
You will receive a timely and personal reply, either
by email or telephone. It pays to know your options.
If you are just in the planning stages, sign up for
the next free teleconference. You will learn the
concepts of both tax strategies and you will then
have enough information to determine if a sale is in
your best interests.
Either way, congratulations on taking the first step
to educating yourself on the best way to keep as
much of your capital gain as possible!
Options For You....
The One You Need Now!
Options Are Absolutely Free
You have a buyer or offer for your Business, Real Estate,
Practice, Stock Portfolio or Collection.
Fill out the Brief Qualification
You'll receive a quick and
for your unique situation.
You are deciding whether or not to Sell and Need to Know
what Options you Have.
material is not intended as an offer or solicitation
for the purchase or sale of any security or other
financial instrument. Securities, financial
instruments or strategies mentioned herein may not
be suitable for all investors. Any opinions
expressed herein are given in good faith, are
subject to change without notice, and are meant for
informational use only. The information contained on
this site does not constitute advice on tax or legal
issues. This material does not take into account
your particular investment objectives, financial
situations or needs and is not intended as a
recommendation of particular securities, financial
instruments or strategies to you. Before acting on
any recommendation in this material, you should
consider whether it is suitable for your particular
circumstances and, if necessary, seek professional