Wealth Shifting

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 :

• An S-Corporation with earnings or non-needed assets from prior C–Corporation
• A C–Corporation with retained earnings
• 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.