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!
Two
Options For You....
Choose
The One You Need Now!
Both
Options Are Absolutely Free
To You!
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You have a buyer or offer for your Business, Real Estate,
Practice, Stock Portfolio or Collection.
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Fill out the Brief Qualification
Questionnaire!
Fill it out Now
You'll receive a quick and
confidential response
for your unique situation.
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You are deciding whether or not to Sell and Need to Know
what Options you Have.
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Tele-Conference
FREE Call!
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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.
