Tax Reduction Strategies
"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 this strategy.

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 obligation.

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