Do you have a Privately Held Stock you would like to sell?

Maybe you received stock options from a privately held company that you now want to exercise. Or, you got in on the ground floor of XYZ or another company that has doubled many times over. Maybe your company gave you shares to entice you to be loyal, and now you would like that profit to enhance your retirement.

Whatever the case, you have an appreciated security that you would like to sell, but the capital gains tax burden will eat into your profits.

The Deferred Sales Trust™ (as long as it is not a stock or stock option on a stock traded on a major index) may be your answer. Why not spread out that tax burden over the next 20 or 30 years? Or, if you don’t need the income right away, don’t pay capital gains taxes until you start taking income.

If you wish to be philanthropic, a Charitable Remainder Trust will negate the tax burden completely and still provide living benefits.

If you are in a situation where there is a buyback in process, or if you are ready to sell now, fill out the brief Qualification Questionnaire and find out if you are a good candidate to save thousands in capital gains tax. You will get a timely and personal response either by email or telephone.

If you are in the planning stages, and want to know more about your options, sign up for the next free teleconference. You will get the basics you need to make an informed decision. Even if you can’t make the exact time and date, sign up and send us an email that you would like to receive a link to the next recorded call.

Congratulations on taking the first step to bettering your financial future!

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This 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 advice.

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