LEGACY PLANNING: REDUCING INCOME AND CAPITAL GAINS TAX
With this planning strategy, the client can reduce active income by 60% and reduce passive income or a sale of an appreciated asset by 99%. The strategy includes entity formation while partnering with a 501c(3) charity of the client’s choice. The planning also includes the creation of a trust to protect the client’s assets while growing wealth for them and their family for multiple generations.
The vision is to reduce or eliminate income and capital gains tax, keeping those assets protected from creditors and outside of your taxable estate. At the same time, it will allow you to have investment control and beneficial use of all assets for you and your family.
What we do:
We help take money that you lost to tax and redeploy that for you and your family in a protected environment. You can then reinvest however you want to get the returns for you and your family.
- Reduce the active income tax by 60%
- Reduce/eliminate income/capital gains while protecting assets from creditors
- Entity formation & partnering with a 501c(3) of clients choice
Meet the Presenters:
Learn from industry expert Kaytee Lawson and Logan Vandergrif.
EXIT PLANNING IS GOOD BUSINESS STRATEGY
The Exit Planning Institute, provides Financial Advisors, Accountants, Consultants, and other advisors of business owners with the critical education to differentiate themselves and add value to their existing client relationships through a credential, conference, courses, and content. Download the CEPA brochure for more information.