Qualifying appreciated assets include:  the sale of your real estate, the sale of your business, your stocks, bonds, collectibles, art work, antiques, boats, planes, ANY HIGHLY APPRECIATED ASSET(S), a note receivable that's at least 2 years old, your lottery winning, etc.

Example:  $1million = $17.4million tax-deferred in 30 years.

1. A $1million capital gain will tax-defer an immediate Federal Capital Gains taxes of $200,000 plus your state capital gains taxes.

2. $1million (assumed) re-invested @10% for 30 years,  will accumulate $16.5milliong of "tax-deferred" Income.

3. At the date of your death, you will eliminate the very public probate jail process, court costs, probate fees, and 

4. You will tax-defer $9.6million of federal inheritance taxes, plus your state inheritance taxes.

Total deferred summary:

When this transaction is appropriately engineered and implemented by a qualified competent professional, your taxes may be deferred and your heirs will get your money "Tax-Deferred." 

This series of financial transactions are complex.  Not for everybody.  It requires careful attention and professional competent implementation.   It's a legitimate, logical, and suitable method of tax deferral.  To see if you qualify, contact us directly.  Ultimately, the complexity of these transactions are not done over the internet, telephone, fax, Email, or snail-mail.
"The hardest thing in the world to understand is the income tax." - Albert Einstein.

There are two bridges.  The first is easier to cross, you merely pay the toll.  The other is "tax-deferred" but you have to drive an extra mile in order to cross.  The tragedy of life is that so few people know that the "tax deferred bridge" even exists.

Also see Vertex Trust® / Deferral of Capital Gains

NO this transaction is NOT:
NOT a section 1031 exchange.
(problem:  you exchange known problems for the unknown and will not eliminate your original goal of selling your asset)
NOT a Charitable Remainder Trust, or any of those hybrids.
(problem:   you lose control of your assets, NOT MY CHOICE.)
NOT a Charitable Lead Trust or, any of those hybrids.
(problem:  you lose control of your assets)
NOT a purchase of someone else's Capital Loss Carryover.
 (constructive step transaction, invitation to an IRS audit)
IT'S a series of transactions financially engineered to defer your capital gains taxes, eliminate "probate jail," eliminate estate taxes, defer taxes on your investment income, and when appropriately structured by a competent professional and is part of your financial plan, your taxes are deferred in your life-time and your heirs may get the cash tax-deferred.  I said Tax-Deferred.
  
If you qualify, call us ..... or..... contact us through the net.
MINIMUM CAPITAL GAIN REQUIRED US$500,000 Short term, US$1million Long Term.

For more information click here.