Have More Money to Pursue Your Goals and Desired Lifestyle

Tax Elimination & Mitigation

Our IRS accepted Income tax solutions are based on stable tax codes that have been in place for decades and unique areas of tax law that allow significant value-added benefits for our clients.

  • US Maltese Income Treaty - signed at Valletta Aug. 8, 2008; ratified July 15, 2010

  • IRC 643 - Internal Revenue TITLE 26 , Subtitle A, CHAPTER 1, Subchapter J, Part 1, Subpart A, Sec 643 (a)(3),(4) and 643 (b)

MALTA VS. ROTH

MALTA Pension White Paper

Spend Thrift Trust

Legacy LLC Concepts

Solutions

Our team of CPA & Attorney Specialists utilize specific tax codes and tax laws to offer various income tax mitigation or elimination solutions to fit our client’s unique financial circumstances and goals. 

 

  • IRC 453 Monetized Installment Structures 

    • Tax-Free Loans 

  • Private Placement Life Insurance -PPLI​

    • Tax-Free treatment​

    • Flexibility of investments

    • Tax-Free Loans

  • Non-Grantor, Irrevocable, Discretionary, Complex, Spendthrift Trusts

    • Extraordinary Dividends

    • Demand notes

    • Tax -Free Loans

  • Malta Pension Plans

    • Tax -Free Distribution like a ROTH IRA

    • Eliminate tax on appreciated asset sales

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Outcomes
  • Mitigate or Eliminate capital gains, state, & in some cases income tax

  • Protect wealth from creditors, litigation, divorce.

  • Maintain, grow and transfer wealth to generations

  • Maintain control

  •  Save unlimited amounts for retirement, and legacy goals

Challenges We Solve

1. Solve Federal & State Income tax concerns 

Client at the 37% Federal bracket & CA state tax of 13% could mitigate or eliminate 50% tax on        funds they wish to utilize for lifestyle expenses. 

   

The 10 highest income tax states for 2020 are:

  1. California 13.3%

  2. Hawaii 11%

  3. New Jersey 10.75%

  4. Oregon 9.9%

  5. Minnesota 9.85%

  6. District of Columbia 8.95%

  7. New York 8.82%

  8. Vermont 8.95%

  9. Iowa 8.53%

  10. Wisconsin 7.65%

Source-TurboTax Intuit.com

2. Solve wealth protection concerns

  • Litigation

  • Creditors

  • Divorce 

3. Solve Roth IRA Limitations 

  • Income eligibility restrictions

  • Contribution limits

  • UBTI (unrelated business taxable income)

  • Prohibited transaction limitations

  • Investment restrictions

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Request Free Analysis for your Asset Sale

Upon completion of this questionnaire, Adam Ausloos will analyze the information and a member of our team will contact you to discuss your circumstances.

We are committed to protecting your privacy and will never share your information with anyone except those directly involved in preparing your personal illustration. Thank you for giving us the opportunity to help you defer capital gains. If you have any questions, please call--we're here to serve you.

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