... some 25 million middle class Americans are now slated to get hit with the alternative minimum tax (AMT) this year.
... The new homebuyer tax credit goes away.
... The federal tax deduction for college tuition and fees has disappeared.
... The research tax credit, which businesses depend on for new innovation and R&D, has been suspended.
... The 50% write-off for small businesses for capital purchases—such as expanding their facilities, purchasing new equipment or machinery, or building a new plant—has vanished.
... But the biggest debacle is the estate tax. On Jan. 1 it fell to zero for the year, and then in 2011 it goes back up to 55%.
Tax Planning for The Super Wealthy
December 2009 - The repeal of the Generation Skipping Transfer Tax (GSTT) and the expiration of the Estate Tax will reduce taxes by hundreds of billions of dollars for those who plan properly.
Special Programs for Private Equity and Hedge Fund Managers.
Our organization specializes in proprietary strategies that provide tax advantaged programs with virtually unlimited investment capacity providing full transparency.
Dec 2009 - The House voted to raise taxes on investment fund managers’ income. The bill would treat compensation received by executives at private equity firms, hedge funds and venture capital firms as ordinary income and tax it at a 35 percent rate. Presently the long-term capital gains rate is 15 percent on “carried interest”. The bill would add a 30 percent withholding tax on foreign banks that fail to report information on American clients to tax authorities.
SOLVING THE MULTI-GENERATIONAL WEALTH PLANNING DILEMA IN A RISING TAX ENVIRONMENT
KEEPING UP WITH COMPLIANCE, DISCLOSURE AND PRIVILEGE:
In the most significant development for wealth planning since the Second World War, countries throughout the world have committed to redefine financial laws. These dynamic changes are affecting both private investors and the institutions and organizations which service them. Our network is extremely well-placed to advise on the impact of these developments by drawing on the best-of-breed expertise of private client lawyers and wealth planning professionals from a variety of jurisdictions.
________________________________________________________ INDIVIDUAL RETIREMENT PLAN (IRA) STIMULUS:
How to Convert Your $89,000 After Tax IRA into $590,000 TAX FREE For Your Heirs:
This unique program is NOT for everyone. Individuals must be 50 and older with estates worth over $3,500,000 and have at least $250,000 in a qualified retirement plan that they do not need during their lifetime. They and/or their spouse must be insurable. ... Can you imagine losing seventy five percent of your wealth that you planned to pass on to your beneficiaries? ... Can you imagine the forced sale of assets to pay for your estate taxes? ________________________________________________________________________
FREE EVALUATION * There is NO cost or obligation. All fields are optional. .. Any responses are estimates only. .. This is not an offer nor does this qualify anyone to obtain an offer. .. We may only be able to respond to those who are deemed qualified. ..You have read and agree with the Terms and Conditions on this site.
IS YOUR ESTATE FACING DOUBLE TAXATION OF RETIREMENT PLANS? Qualified Retirement Plans - 401K, IRA, Profit-Sharing ... are double-taxed: Assume an income tax of 40% for state and federal; then assume an estate tax of 55% at 2011 rates.
This results in a TAX of 73%. Beneficiaries get 27%. $1,000,000 in an IRA nets out to $270,000 to your heirs.*
LEARN HOW TO TAKE ADVANTAGE OF NEW LAWS THAT ALLOW YOU TO LEAVE YOUR IRA MONEY FREE OF TAXES! SEE IF YOU QUALIFY. IT'S FREE. YOU MAY BE ABLE TO ADD MILLIONS FOR YOUR BENEFICIARIES. Simply send us your information:
Estate Planning - Many experts agree that sophisticated customized Life Insurance is one of the best ways of providing cash to pay state and federal taxes without depleting an estate. Your Life Insurance Policy may be worth much more then you think. Click here for Life Settlements.
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TIME WAITS FOR NO ONE!
State-Of-The-Art Planning for the Highly Affluent USA Resident*
Estate Planning
Asset Protection
Asset Preservation
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e-Wealth.com provides instant access to nationwide teams of select independent professionals who work side-by-side with your personal advisors. e-Wealth.com develops unique customized integrated plans covering rapidly changing tax and asset protection issues. To learn more about this please request a free e-Wealth.com planning analysis.
If you already have an estate plan allow us to arrange for a free and confidential review. See if the amount of taxes can be reduced. Make sure your assets will be distributed according to your wishes. Provide the liquidity needed for the payment of taxes or any other catastrophic event.
If managed correctly and properly executed certain assets can pass from generation to generation tax-deferred, creating multi-million dollar incomes for 50 years or more. As life changes beneficiaries must change. Unless you plan properly, federal estate and income taxes could consume a huge portion of an estate. Taking advantage of annual gift tax strategies is one of the most basic and inexpensive methods.
Be Very Careful!
Will there be enough liquidity to satisfy any unforeseen catastrophic events? Generally, the IRS demands that any estate tax liability be satisfied within nine months of the date of death, and that payment must be in cash. If properly owned by a trust or third party, life insurance proceeds may be the safest way to avoid your beneficiaries being forced into the position of selling assets to raise capital. Life insurance proceeds can avoid probate and can be exempt from taxes, if properly implemented.
WHO IS GOING TO PAY YOUR ESTATE TAX? " .. HOW MUCH MONEY WILL YOU NEED IN YOUR LIFETIME? HOW MUCH WILL REMAIN IN YOUR ESTATE AFTER TAXES? Approximate Life Expectancy - United States: .. Those born in 2006 can expect to live 77.5 years. .. Those who are now 65 years old can expect to live another 18 years or to age 83. .. Those who are now 75 years old can expect to live another 12 years or to age 87. Source - Center For Disease Control and Prevention . CLICK HERE ESTATE PLANNING
