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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.

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  • Article 1 Section 10 of the US Constitution & Supreme Court Rulings

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

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  • IRC 72,101,7702 that govern all US Insurance Policies

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

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Spend Thrift Trust

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Private Placment Life Insurance

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MALTA Pension White Paper

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MALTA VS. ROTH

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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. ​

 

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

  • Titanium Vault Asset protection

  • Estate Benefits

  • Solve Capital Gains and Ordinary Income tax concerns
  • Contract Law NOT Statutory Law

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Private Placement Life Insurance - PPLI​

  • Tax-Free Growth of Assets

  • Tax-Free Death benefit

  • Tax-Free Loan 

  • Flexibility of investments

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IRC 453 Monetized Installment Structures 

  • Tax-Free Loan

  • 30-year Tax Deferral 

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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 & in most cases income tax

  • Protect wealth from creditors, litigation, and divorce.

  • Maintain, grow and transfer wealth to generations

  • Maintain Control - over everything!!

  •  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

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2. Solve wealth protection concerns

  • Litigation

  • Creditors

  • Divorce 

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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.

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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.

Need more details? Contact us.

We are here to assist. Contact us by phone, email or via our Social Media channels.

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