Let us think Outside the Box

Join us at our next seminar where we will be discussing business strategies that can be implemented to protect you and your loved ones

  • Reduce Taxes
  • Mitigate Creditor Risk, and Lawsuits
  • Most Importantly, Create the piece of mind you Deserve!
  • Limited Seating first come first serve on invite

Snippet of Strategy 1

Case: Thomas owns a truck corporation, which he purchased for $100,000 dollars in 2015. In 2020 the Corporation is worth 2.7 Million. He plans on selling the corporation, and ponders on the tax consequence

  • 1

    Lifetime Capital Gains Exemption

    $800,000 of capital gains will be exempted in the sale of a corporation if structured correctly. But did you know that if you were to form a (discretionary) family trust (costs $3000-5000) the capital gains exemption could be multiplied per family member.

  • 2

    No Planning

    Tax Consequence $650,000

  • 3

    Using Lifetime Capital Gains Exemption

    Tax Consequence: $450,000

  • 4

    Family Trust

    If Thomas formed a Family Trust, with his 2 children: $50,000