Friday, January 20, 2006

Preview - Part V Interview with the Pros

Well, the launch is just a short time away. Wanted to give the last sneak peek, because the next post will be the real thing.

Part V is me being interviewed by real estate investor David Neese. This is from a Fincial point of view. I'll be talking about:

• Exactly what my role is in saving capital gains tax and why you could lose out big time without my help
• What criteria do you need to meet in order to hang onto your gains
• What type of huge difference it makes to you and your family financially to pay your gains in a lump sum rather than deferring them indefinitely or spreading them out
How not knowing that you have more than one option can affect the rest of your life financially
• When are you paying too much and when can choosing the “cheapest” services make you want to kick yourself
• How long would it take you to do all the research on your own, and why you can still lose big by not knowing what you didn’t know to look up
When do you have to pay capital gains tax and there is no other option
• How certain tiny mistakes and lack of planning can cost you more in taxes than you originally would have had to pay by just selling outright
• How you can combine several tax saving strategies to have your cake and eat it too
• How your business will likely go to the “front of the line” when I help you through whichever course of action you choose
• My single best piece of advice that will keep you from making a huge financial mistake

Stay tuned. The launch is near!

Paula Straub
www.savegainstax.com
askpaula@savegainstax.com

Tuesday, January 17, 2006

Preview Part IV- Interview with the Pros - inside glimpse

Well, I get more psyched every day. All the final touches are being put together by my webmaster for the "live" launch of my "Interview with the Pros" series.

It's been a labor of love and will provide so much concentrated knowledge on the different capital gains tax saving strategies. It also allows you to "meet" and get a feel for the experts that could be on your team.

Part IV is the interview with Anthony March, a Chief Trust Advisor for Private Annuity Trusts. He will be discussing:

What exactly are Private Annuity Trusts and why haven’t you heard much about them
• Why they often have advantages over Charitable Remainder Trusts
• How they can save you huge sums of capital gains for many different types of appreciated assets
Who should consider a PAT and why
• How does the IRS view PATs and when they might challenge them
• How does the type of ownership of your asset affect whether or not a PAT is even possible
• What kinds of costs are involved
• The three major components of a PAT and what can happen if even one is done incorrectly
• How assets can be invested within a PAT and what can cause the trust to not meet its obligations
What can go horribly wrong if the trust is not set up correctly
• How can PATs help immensely in estate, tax and retirement planning
• What is an annuitant and how do they differ from a beneficiary
How much control do you have over your asset once it’s placed in the trust
• What happens to the trust when you pass away
• When is a PAT not a good or even possible choice
What your attorney may not tell you

I hope to be sending out press releases by the end of the week. There will be an introductory rate for all my list subscribers to take advantage of.

This package will save you hundreds of hours of research!

Paula Straub
askpaula@savegainstax.com
http://www.savegainstax.com

Monday, January 16, 2006

Preview- Part III Interview with the Pros sneak peek

I'm so excited that everything is on track for my launch of the "Interview with the Pros" series. You can plan on seeing it live in the next week!

Here's just a peek of what you'll learn in Part III - The TIC Sponsor Co Vice President. It went so long with such good stuff, it'll be broken into 2 segments. Zach Roberts will discuss:

What exactly is a Tenant in Common Property and how are they associated with 1031 exchanges

• How it differs from a TIC partnership and provides more safeguards for owners

• The Capital Gains tax treatment of 1031 exchanges and how it differs from other gains saving options

• The potential risks of 1031/TIC exchanges and how to lower them

• How easy is it to get out of TIC ownership

• What is the current market for reselling TICs and which ones sell fast

• What kind of income can you expect, and when could can change

• What are the differences between TICs sold as Securities and those sold as Real Estate and why should you care

• Which types of contracts you might have and what you should make sure is in them

• How big of a say do you get in ownership decisions if you are the smallest investor

• What type of costs are involved

• What are “assumptions” and why these can make or break an investment

• How much money do you need to purchase a TIC

• How available are properties and can you meet your deadlines in choosing one

• Questions you need to ask during “due diligence” and what happens if you don’t

How does the IRS feel about 1031/TIC exchanges and what is required to not have them invalidated

• What you can do to feel comfortable with the property you are buying into even if it is located in another state


There is so much good information in these interviews they are priceless. Stay tuned for the sneak peek at part IV.

Paula Straub
www.savegainstax.com
askpaula@savegainstax.com