'Capital gain taxes' presentation slideshows

1031 versus CRTs

1031 versus CRTs. When to Recommend for Appreciated Real Assets Presented by: Martin Gates Peter S. Myers. Presentation Outline. Definition of a CRT Definition of a 1031 Real Estate Exchange Compare and Contrast Client 1: Mr. and Mrs. Phil & Ann Throp

616 views • 50 slides

OPTIMIZE TAX-DEFERRED INCOME

Invest Today with Tomorrow in Mind TM Turning Actionable Tax Ideas into a Lifetime of Advantage for Your Clients. HARNESS THE POWER OF COMPOUND GROWTH. PROTECT THE TRANSFER OF WEALTH. OPTIMIZE TAX-DEFERRED INCOME. 1. Capital Preservation. Growth. 2. Tax Minimization. 3.

413 views • 33 slides

278 views • 9 slides