Defer Capital Gains Tax: Vertex Trust

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Defer Your Capital Gains Tax on Any Highly Appreciated Asset(s)

Capital gains taxes on highly appreciated assets may be postponed up to 30 years based on the life expectation of the seller. Earnings from re-investments may also be tax-deferred. Minimum requirement: US$500,000 short term gain, US$1million long term capital gain.

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 is at least 2 years old, your lottery winning, etc.

The transaction is engineered and implemented by a domestic VERTEX TRUST® customized to fit your financial goals.

Generally, the asset(s) are transferred to your domestic VERTEX TRUST® at fair market value, custom financially engineered in accordance with your mortality tables and your financial goals. Your domestic VERTEX TRUST® will postpone taxes up to 20 years, 30 years if your transaction is taken internationally.

Under certain implemented financial conditions, your heirs may get your money "potentially tax-deferred" i.e. you die earlier than your expected mortality tables.

"Knowledge" is our most important "product."

This financial platform is complex. One size does not fit all. It requires careful drafting, attention, and competent professional implementation. It's a legitimate, logical, and suitable method of tax deferral. To see if you qualify, contact us directly. Ultimately, these financial transactions are complex to explain, not done over the internet, telephone, fax, Email, or snail-mail.

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.

You're "thinking outside the box."

Rocco Beatrice, CPA, MST, MBA, Managing Director, Estate Street Partners, LLC.
Mr. Beatrice is an asset protection, award-winning trust and estate planning expert.

If you are seeking for an Alternative, Uncompromising & Exclusive Estate Planning & Wealth Preservation Chartered Roadmap to Your Accelerated Financial Success then call us now for a completely FREE, no obligation, no sales pressure, 100% total & complete client privacy consultation. Call us now at 508-429-0011!

*required fields		Sign up for our FREE newsletter to learn about the latest inside secrets to wealth-building, tax-saving tips and strategies for your successful financial roadmap...PLUS you'll receive a FREE downloadable eBook on precisely how the surefire Ultra Trust® can save you thousands of dollars of legal fees; save you hundreds of hours of your valuable time; reduce your taxes completely legally; secure your privacy, preserve your money and protect your assets in one easy, fast step-by-step plan....
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We never share your email information with third parties. We collect your email address so you can benefit from money-saving tips. For more information please review our privacy policy.

Estate Street Partners, LLC
Uncompromising, Alternative and Exclusive Estate Planning & Wealth Management for an Accelerated Chartered Roadmap to Financial Success
71 Commercial Street #150, Boston, MA 02109
toll-free: 888-93-ULTRA (888-938-5872)
tel: +1.508.429.0011 fax: +1.508.429.3034
Only by appointment: 2235 E. Flamingo Road, Suite 201-G, Las Vegas NV 89119
toll-free: 888-93ULTRA (888-938-5872)
tel: 702.615.7616 fax: 702.796.6694

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