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Win-Win Financial Strategies
Welcome to the world of Win-Win Financial Strategies!
When people see the enclosed list of benefits for the first time, their reaction is usually that some, or even most of them, are impossible.
That is a perfectly normal reaction. Think about it: If you were told for the first time that a surgeon could transplant the heart (or other organ) of one person into the body of another person, your reaction would be exactly the same - "It's impossible!"
To the surgeon, it's all in a day's work, although it may have taken him/her twenty-five years to get to that point.
Similarly, in our work, the results of Win-Win Financial Strategies (WWFS) are all in a day's work for our professional team, although we have been perfecting them for some twenty-five years. And, to someone seeing them for the first time, they are seemingly "impossible", just like the heart transplant.
And, just like the heart transplant, not every person is a candidate for every WWFS.
The results available to you can only be achieved after a thorough examination and diagnosis; after which, a course of action is decided upon.
And, just as the person you choose to do your transplant, so too, the person to do your WWFS should be chosen with care.
In the case of the transplant, your life is at risk; in the case of WWFS, the results of a lifetime are at risk, as well as a positive impact on generations to come.
Whatever your current situation, you owe it to yourself and your family to get a complete examination and diagnosis.
Only then can you intelligently decide which course of action is right for you.
Here are some examples of the Win-Win Strategies that we have designed in our practice. Which of these Win-Win benefits is highest on YOUR list?
1. Reduce and/or eliminate Estate Taxes.
2. Reduce and/or eliminate Gift Taxes.
3. Reduce and/or eliminate Capital Gain Taxes.
4. Reduce and/or eliminate Income Taxes.
5. Provide for an adult dependent for their lifetime.
6. Avoid the Excess Retained Earnings Tax and Penalty on a Close Corporation.
7. Convert each dollar in a retirement plan to four dollars.
8. Allow BOTH PARTIES in a financial dispute to get what they want.
9. Allow a Seller of Investment Property to avoid paying a Capital Gains Tax, without the use of a 1031 like-kind exchange which just delays the tax.
10. Protect heirs from dissipating their newly acquired wealth.
11. During your lifetime...give away your money without giving away your security or income.
_____________________________________________________________
Only then can you intelligently decide which course of action is right for you.
Here are some examples of the Win-Win Strategies that we have designed in our practice. Which of these Win-Win benefits is highest on YOUR list?
1. Reduce and/or eliminate Estate Taxes.
2. Reduce and/or eliminate Gift Taxes.
3. Reduce and/or eliminate Capital Gain Taxes.
4. Reduce and/or eliminate Income Taxes.
5. Provide for an adult dependent for their lifetime.
6. Avoid the Excess Retained Earnings Tax and Penalty on a Close Corporation.
7. Convert each dollar in a retirement plan to four dollars.
8. Allow BOTH PARTIES in a financial dispute to get what they want.
9. Allow a Seller of Investment Property to avoid paying a Capital Gains Tax, without the use of a 1031 like-kind exchange which just delays the tax.
10. Protect heirs from dissipating their newly acquired wealth.
11. During your lifetime...give away your money without giving away your security or income.
_____________________________________________________________
Which Win-Win Financial
Benefit is highest on YOUR list?
_____________________________________________________________
12. Establish a tax exempt retirement plan with no limit on contributions, no penalty for early withdrawal, and no minimum required distributions.
13. After your passing, give 100% of your Estate to your family, and also give 100% of your Estate to your own Charitable Foundation or other Charity or Cause.
14. Create a "Golden Handcuffs" Plan to keep valuable employees.
15. Convert Illiquid Assets into Liquid Assets without dilution from taxes.
16. Leave behind your values, not just your money.
17. Generate millions of dollars of revenue for local government at ZERO cost and without having to borrow or raise taxes.
18. Generate millions of dollars for charity at ZERO cost to the charity or their supporters.
19. Raise funds for a business at ZERO cost and without incurring debt or transferring equity.
20. Purchase a Vacation Home free and clear with ZERO out of pocket and no payments.
21. Protect your family's assets against Estate Taxes, Creditors, and Divorce for all succeeding generations for hundreds of years.
22. Asset preservation against Market Risk.
23. Honor your Heritage and Preserve your Legacy.
24. Guarantee that you will not outlive your money.
25. ............... and MORE!
info@chaseadams.net
Benefit is highest on YOUR list?
_____________________________________________________________
12. Establish a tax exempt retirement plan with no limit on contributions, no penalty for early withdrawal, and no minimum required distributions.
13. After your passing, give 100% of your Estate to your family, and also give 100% of your Estate to your own Charitable Foundation or other Charity or Cause.
14. Create a "Golden Handcuffs" Plan to keep valuable employees.
15. Convert Illiquid Assets into Liquid Assets without dilution from taxes.
16. Leave behind your values, not just your money.
17. Generate millions of dollars of revenue for local government at ZERO cost and without having to borrow or raise taxes.
18. Generate millions of dollars for charity at ZERO cost to the charity or their supporters.
19. Raise funds for a business at ZERO cost and without incurring debt or transferring equity.
20. Purchase a Vacation Home free and clear with ZERO out of pocket and no payments.
21. Protect your family's assets against Estate Taxes, Creditors, and Divorce for all succeeding generations for hundreds of years.
22. Asset preservation against Market Risk.
23. Honor your Heritage and Preserve your Legacy.
24. Guarantee that you will not outlive your money.
25. ............... and MORE!
info@chaseadams.net
