Tax Minimization

● Concentrated Stock Alternative

Selling your large stocks means facing a hefty tax bill. However, holding onto concentrated stock can be risky, leaving you vulnerable to market fluctuations and potential losses. Our Concentrated Stock Alternative allows you to diversify your portfolio without triggering significant tax consequences.

How

Our Concentrated Stock Alternative facilitates the transfer of your concentrated stock into a diversified portfolio without triggering a taxable event. This allows you to reduce your risk exposure while minimizing your tax liability.

What are the benefits?

By utilizing our Concentrated Stock Alternative, you can:

Diversify your portfolio and reduce your risk exposure
Minimize your tax liability and maximize your tax savings
Gain access to a broad range of investment options
Maintain control over your assets

● E-CLAT (Enhanced Charitable Lead Annuity Trust)

Empower Your Giving, Reduce Your Taxes

E-CLAT is a tax-efficient estate planning tool that allows you to make significant charitable donations while reducing your tax liability. An E-CLAT is a type of trust that enables you to transfer assets to a charity of your choice while retaining an income stream for a fixed period.

Interested in learning how it works?

● Charitable Remainder Trusts

A Charitable Remainder Trust (CRT) is a tax-advantaged estate planning tool that allows you to support your favorite charity while reducing your tax burden. With a CRT, you transfer assets such as cash, securities, or real estate into a trust that pays out income to you or a designated beneficiary for a specified period. After that period, the remaining assets are distributed to a designated charity.

How Can a Charitable Remainder Trust Minimize Your Taxes?

By creating a CRT, you can receive an immediate tax deduction for the charitable gift portion of your contribution. Additionally, the assets transferred into the trust are removed from your estate, potentially reducing estate tax liability.

● Creative 1035 strategies

Let our team of experts help you take advantage of these strategies today!
If you want to minimize your tax burden and maximize your business potential, Creative 1035 Strategies are the way to go. These strategies allow you to exchange your current life insurance policy for a new policy without incurring any tax liability.
By utilizing Creative 1035 Strategies, you can free up cash flow and redirect funds toward your business. This can increase your business’s net worth, improve liquidity, and provide additional funds for investments or expansion.

Why Choose Our Team of Experts?

At Wealth Preservers, we have a team of experienced experts who specialize in Creative 1035 Strategies. We understand the complexities of the tax code and can help you navigate the process of implementing these strategies effectively. With our guidance, you can rest assured that your business is in good hands.