Creative Strategies That You Can Use!

Perhaps your business partner just told you that he set up a family trust and has gotten a tax-deduction for the full market value of the assets he placed into this special asset-protected trust, instead of paying gift or generation-skipping taxes.  If he then told you that this trust is not subject to income or estate taxes and that it may benefit him and future generations, would he have your attention?

Or, if your friend told you that he just sold his business (or an appreciated asset), got an income tax deduction for the market value, owes no tax on the sale, and has the selling price in an asset-protected tax-exempt trust that may invest in his new business or make loans to him or his new business, your friend has had the help of Creative Asset Protection Strategies, Inc.

Maybe another friend told you that he has initiated a strategy that will help him convert the funds in his IRA/401(k) accounts into a tax-free income stream.  You might wonder how he knew how to do that.  Or, if your friends said they obtained a non-recourse non-callable loan against their portfolio to purchase a specialized life insurance product as part of a strategy that will deliver the policy to their heirs, free of income tax or gift and estate taxes, ask why they did not tell you about our site?

Then, there is that uncle with an extremely valuable collection.   If Uncle Bentley said he had just placed his collection into an asset-protected tax-exempt trust, got an immediate tax deduction for the market value of the collection and is able to effectively control when and how it is displayed -- well, now you know who he has been slipping away to visit – Creative Asset Protection Strategies, Inc.

When your old college roommate called to tell you that he had just sold his business for a huge profit, that his gain is permanently deferred, and that he a non-recourse non-callable loan for 90% of the selling price without causing the transaction to become taxable......you were more than just a little curious.   Then, you met the guy who bought the business.   He told you that he was going to be able to take a tax deduction for most of the purchase price and was set up so that the business would tax deduct the principal and interest payments on money borrowed for expansion, plus get normal tax treatment on the assets purchased.   Now you are really upset!  Why did no one tell you about these strategies?    Now the wheels are really turning!   Is there something I have missed?  Am I paying too much in taxes?   Now do you understand what Creative Asset Protection Strategies, Inc. can help you accomplish and help you protect?

You were feeling really low.   You just paid your taxes - had to sell some stocks that were down to get the money.   You started feeling a little tightening in the chest, a little queasy, a little light headed - so you went to see your Doctor.   After exchanging pleasantries, you noticed that he was really upset about something.   You asked?  He told you that it was not you that the was worried about.   His teenage son had been in an auto accident.  His son was ok, but another kid was hurt.  That kids son had just hired the most predatory lawyer in town and the lawyer was getting very nosey.   The Doctor told you that he had thought  that his insurance would take care of any non-medical issues - now he realizes that all of the assets he and his wife own could be taken from them.   It is too late for anyone to do much for the Doctor, but you realized that you needed some help with protecting your assets, before it is too late.

Does all this sound very complicated?  Do you wonder why no one ever told you about these strategies to reduce your taxes, grow your wealth and protect your assets?  Well, the rules allowing these strategies are very complicated and are often confusing.   That is why our team of experts is so important to you.  We are experts in these matters and we are available to help you. 

The information below will provide you with an overview of some of the programs that are available to help you.   We tailor each client's program to meet their particular desires and their current and projected resources.  If what you read here does not specifically address your situation, contact us - we are creative asset protection strategists!