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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!
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