"I have
dedicated my practice to helping people legally hang
onto their capital gains when selling their highly
appreciated assets.
This often means many of thousands of dollars
continue to work for them instead of being handed
over to the IRS in one large sum."
Paula Straub is a Capital Gains Tax Saving Strategist, a former Investment Advisor Representative
and current Independent Insurance Agent and Licensed Real Estate Salesperson based in Southern
California. She works as a facilitator for clients
who desire to minimize their capital gains tax
obligation when selling highly appreciated assets.
She is able to assist clients in all 50 states by
working with experienced reputable National
companies.
Paula is an Educator, Author, Professional Speaker,
and has held professional positions with major
corporations such as General Electric and General
Dynamics, as well as being a successful business
owner and entrepreneur.
Paula hosted a weekly talk radio program called "Simply Wealth" broadcast at www.webtalkradio.net . Archived shows can be heard now at the link to the right.
Paula also educates veterans and their families who are over age 65 and need assisted living services whether at home, in an assisted living facility, adult day care or 24 hour care facility qualify for the Veterans Non-Service Related Improved Pension Benefit with Aid and Attendance Add On. For more information contact Paula.
Paula is a member of the Estate Planning Team which is the exclusive source for the Deferred Sales Trust™. Find out more information and get a personalized illustration at SaveGainsTaxDST.
Paula's unique tax strategies have already saved
hundreds of thousands of dollars for her clients.
You could be next!
(760) 917-0858 direct line M-F 8am-5pm Pacific time
savegainstax@gmail.com direct email
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Just Ask Paula.
Paula wants to answer as many questions
as possible on the teleconference, or by
personal email when possible. Take a minute
and address your concern now.
What is the #1 question on
your mind about deferring capital gains tax,
1031 exchanges, Deferred Sales Trusts™, Charitable Installment Bargain Sales, Structured Sales,
Charitable Remainder Trusts, Tenants in
Common, or your own investment/financial
concerns?
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This
material is not intended as an offer or solicitation
for the purchase or sale of any security or other
financial instrument. Securities, financial
instruments or strategies mentioned herein may not
be suitable for all investors. Any opinions
expressed herein are given in good faith, are
subject to change without notice, and are meant for
informational use only. The information contained on
this site does not constitute advice on tax or legal
issues. This material does not take into account
your particular investment objectives, financial
situations or needs and is not intended as a
recommendation of particular securities, financial
instruments or strategies to you. Before acting on
any recommendation in this material, you should
consider whether it is suitable for your particular
circumstances and, if necessary, seek professional
advice.
