"Tax Reduction Strategies can help you
decide which investments can give you and your
family the best return on the dollar 'after taxes'
now, in the future, at your retirement, and in the
event that something should happen to you."
1031 Exchanges - 1031 Exchanges may
help you convert your appreciated property into an
income stream, while deferring up to 100% of the
capital-gains tax that would otherwise be due on the
sale. This information is for educational purposes only.
1031 exchanges have restrictions and limitations.
Contact A. Fred Zybell & Associates, Tax Attorney, for more information regarding
Charitable Remainder Trusts -
Charitable Remainder Trusts are a tax-advantaged estate
planning tool that allows you to plan for a future
charitable gift while providing an income, lowering your
taxes and reducing your estate.
Donating Stock to Charity - Donating
stock or mutual fund shares to charity rather than a
cash donation can provide increased tax benefits, along
with the satisfaction of contributing to a cause you
believe can make a difference.
Non-Citizen Tax Traps - The
so-called "Marital Deduction" is a tax law provision
that allows a person to give assets of an unlimited
amount to his/her spouse without generating an estate
tax. However, the "Marital Deduction" does not apply
when the spouse who inherits is not a U.S. citizen, even
if the spouse is a permanent resident alien (green card
holder). There are however, strategies available to
lessen this burden, including gifts given during life
and establishing a qualified domestic trust.
Philanthropic Giving - Like most
wealthy individuals, you'd probably like to pass as much
of your estate as possible to your heirs. At the same
time, you may have one, or many, charitable interests to
which you'd like to donate money. To find the balance,
considering a structured philanthropic giving strategy
for your estate is a must.
Smart Gifting Strategies - There are
several tax reduction gifting strategies; the one you
choose will depend on your goals.
Contact A. Fred Zybell & Associates, Tax Attorney, for more information
regarding this strategy.
Tax-Efficient Investing -
Tax-efficient investing can help you retain more of your
potential investment earnings and lessen your tax