NATD has found that most tax professionals become comfortable with using two or three different tax savings strategies and utilize only those strategies when working with their clients.  NATD specializes in over 30 different tax savings strategies and custom designs a plan to best assist our clients in minimizing their tax burden.

Estate taxes can reach up to almost 50% of a taxable estate.  While estate taxes can be formidable, they don’t have to be.  By properly titling assets and with proper planning, high net worth families can eliminate or significantly reduce their estate tax burden.  A family with a $10 million estate can save up to $4 million in estate taxes....a $100 million estate can save up to $45 million worth of estate taxes! These type of tax savings highlight the importance of proper planning and tax guidance in helping to make sure that the wealth you have worked so hard for goes to your heirs instead of to the IRS.

Another tax that many sellers of an appreciated asset incur is the capital gains tax.  This is the tax burden that occurs right up front on the sale of an appreciated asset such as a business, real estate, or stocks.  By deferring capital gains taxes (and possibly state taxes, depreciation recapture, and other loss of deductions), it is possible to invest pre-tax funds to earn a greater return.

Example: After selling a rental apartment for $1 million and paying 15% capital gains taxes and 15% of other associated taxes, the seller is left with approximately $700,000 which invested for income at 5% gives the seller $35,000 per year in income.

If the same seller deferred taxes on that sale, the seller would have the full $1 million to invest at the same 5% rate.  But the seller would now earn $50,000 per year in income.

And if the seller rolls over the gains tax-deferred long enough and passes away with it, his/her heirs can inherit the entire $1 million at a stepped up basis and pay no capital gains taxes at all!  A higher income to you, a larger inheritance for your heirs.

Call today for your free consultation and more information about how the National Associates for Tax Deferral can provide you with a solution customized for your particular situation.  All inquiries are held in the strictest of confidence.