A SHORT DISCUSSION ON TAXATION

The single most important structure that you must establish within your lifetime encompasses taxes. Why MUST? Because Taxes are the single most problematic line item within everyone’s portfolio. For example, Most of you think a Real Estate Investment Trust (REIT) is the best or even a GREAT way to go. Why is that? You must buy Like and Kind assets at equal are greater cost (more money) every time you acquire a new asset / property. You also have a limited time line to acquire the new asset / property. Additionally, you must pay an Authorized Agent (AA) which has nothing to do with your real estate purchase but they get paid anyway. What are they being paid for? To do what? Sorry about that for those of you who are in the REIT business.

However, we do this because……….why? Because we simply do not know that there is a better way. That is not the fault of your CPA or your Tax Attorney. They just do not know. They are not even made aware. They are simply following the industry norm and what they were taught in school.

Business people shaking hands, finishing up a meeting with trustee & financial services

Let us look at a REIT. Is a REIT a tax exempt entity? No, it is not. It is a “Tax Deferred” entity.
What is deferred? It means that you do not have to pay taxes on the asset today if you roll it over into another investment of like and kind asset / property. You will not have to pay taxes on that new entity until you sell it later on. Sure, you can always buy another like and kind property, but then you will simply be deferring that inevitable tax liability to a later time when you do sell and it. (This sounds very similar to a Qualified Retirement Plan, IRA, 401K, SEP, or SEPPP if you are in Canada etc. That is a totally separate issue that we will discuss later.) If you want to know just ask.

If you want to know more about how we can provide a significantly better strategy for your future liabilities. Reach out to us today. We will be happy to discuss your options.

What we do is NOT new. In fact, it has been in existence for more than 100+ years. It is complaint with the IRS and every other country that is a signatory to the Hague Trust Convention Agreement.

If you have questions about your particular jurisdiction write us.
Provide your complete contact information.
What jurisdiction you are inquiring about and we will respond promptly.

Be prepared to provide your most recent tax liability*.

*NOTE- This is NOT for individuals who file a 1040EZ. And it is NOT for most people who file a 1040, Schedule A etc.

You must be an Accredited, Sophisticated Investor as a minimum. HNW and UHNW entities are best suited and qualify for this service. Hence the requirement of your previous year tax liability.

“Trustee & Financial Services L.L.C. delivered everything they promised. Today we enjoy greater success because of our ability to reinvest back into our business. We have been able to expanded our market share. Cash flow levels are at an all-time high! All of this was from the same money that we saved from taxes that we "legally" did not have to pay.” Dana Smith

CEO, PomPoms Forever LLC

Don't Be Shy. Get In Touch.

If you are interested in working together, send us an inquiry and we will get back to you as soon as we can!