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An important part of wealth management involves
wealth shifting, which encompasses a number of areas, including
income and estate tax planning, capital gains issues, and
business planning.
Wealth shifting involves the ownership
and transfer of assets to maximize value and minimize cost
and risk. Wealth shifting can be beneficial in a number of
different circumstances, including :
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An S-Corporation with earnings or non-needed assets
from prior C-Corporation |
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A C-Corporation with retained earnings |
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Non-needed profit-sharing or IRA assets |
At EPIC, we can help you
maximize the return on these “trapped” assets,
by allowing you to transfer them at discounts from business
to personal use, or from your estate to your heirs on favorable
terms, either to provide income or purchase insurance to help
pay estate taxes.
Contact
us for more information about our unique strategies for
wealth planning and wealth shifting or to arrange a consultation.
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