Wednesday, May 14, 2008

Exciting New Concept in Capital Gains Tax Planning

I'm very excited about a project I have been working on for quite a while that is coming to fruition. I hope to have it available by the beginning of June.

It is a twist on the Charitable Installment Bargain Sale and I hope having this option will be appealing to a lot of people who want to make the world a better place for a deserving group of people.

I've been listening to clients over the last year and one half tell me what they liked and didn't like about the current foundation offering this product.

The three most common hesitations were dealing with a new and untested foundation, not being able to choose to send a part of the donation to their favorite charity, and wondering if the large tax deduction would hold up under IRS scrutiny.

Well, the new program I am helping to launch addresses all of those concerns and will help a cause almost every American will want to contribute to if it fits their overall objectives in selling their asset.

I know this is a tease, but I am very proud of what this will mean to a lot of deserving people.

Stay tuned for upcoming announcements.

Paula Straub
Save Gains Tax