The Power of Leveraging the Charitable Remainder Trust (PDF)
Your Secret Weapon Against the War on Wealth
(Sprache: Englisch)
A practical guide to avoiding accidental philanthropy and
controlling your tax destiny
Written by Daniel Nigito-a financial services expert whose
programs have saved families millions in tax dollars and created
millions more for charities across the...
controlling your tax destiny
Written by Daniel Nigito-a financial services expert whose
programs have saved families millions in tax dollars and created
millions more for charities across the...
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A practical guide to avoiding accidental philanthropy and
controlling your tax destiny
Written by Daniel Nigito-a financial services expert whose
programs have saved families millions in tax dollars and created
millions more for charities across the United States-this timely
guide will show you how to use the simple, yet powerful strategy
known as "charitable leverage" to regain control of your financial
life.
This proven approach, which allows you to become a partner with
charity while gaining control over your tax destiny and
providing for you and your family, taps into the unique tax
characteristics of two financial instruments-the Charitable
Remainder Trust (CRT) and Cash Value Life Insurance (CVLI)-in order
to achieve some amazing goals.
* Offers insights on increasing your current income while paying
less tax on it
* Discusses how to develop real asset protection without moving
your money offshore or using complicated and often questionable tax
schemes
* Details how you can build a personal tax-deductible retirement
account that does not interfere with other retirement plans
The best way to avoid becoming an accidental philanthropist is
by understanding how to make taxes work for you. The
Power of Leveraging the Charitable Remainder Trust will show
you how to do this and, in the process, add meaning to your
money.
controlling your tax destiny
Written by Daniel Nigito-a financial services expert whose
programs have saved families millions in tax dollars and created
millions more for charities across the United States-this timely
guide will show you how to use the simple, yet powerful strategy
known as "charitable leverage" to regain control of your financial
life.
This proven approach, which allows you to become a partner with
charity while gaining control over your tax destiny and
providing for you and your family, taps into the unique tax
characteristics of two financial instruments-the Charitable
Remainder Trust (CRT) and Cash Value Life Insurance (CVLI)-in order
to achieve some amazing goals.
* Offers insights on increasing your current income while paying
less tax on it
* Discusses how to develop real asset protection without moving
your money offshore or using complicated and often questionable tax
schemes
* Details how you can build a personal tax-deductible retirement
account that does not interfere with other retirement plans
The best way to avoid becoming an accidental philanthropist is
by understanding how to make taxes work for you. The
Power of Leveraging the Charitable Remainder Trust will show
you how to do this and, in the process, add meaning to your
money.
Autoren-Porträt von Daniel Nigito
DANIEL G. NIGITO is the Chairman and CEO of Market Street Financial Advisors, LLC, and its subsidiary, Market Street Philanthropic Advisors, Inc. The combined mission of the two companies is to "provide wealth management for people who want to add meaning to their money." The company specializes in using charitable remainder trusts and family foundations to provide strategies for wealth accumulation, preservation, and transfer for private clients and their families. He is the author of two previous books, Avoiding the Estate Tax Trap and Don't Die Until You Read This! To learn more about Dan and avoiding accidental philanthropy, visit www.Nigito.com.
Bibliographische Angaben
- Autor: Daniel Nigito
- 2009, 1. Auflage, 304 Seiten, Englisch
- Verlag: John Wiley & Sons
- ISBN-10: 0470557079
- ISBN-13: 9780470557075
- Erscheinungsdatum: 25.09.2009
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- Dateiformat: PDF
- Größe: 3.59 MB
- Mit Kopierschutz
Sprache:
Englisch
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