Do you own a Valuable Collection?

Perhaps you have a highly appreciated automobile collection, or art, stamps, coins, baseball cards, etc. The time has come that you would like to sell these assets, but the capital gains tax burden makes the sale much less appealing.

A Deferred Sales Trust™ or Charitable Remainder Trust may be the tax saving strategy for you. Whether or not it makes sense depends on a variety of factors.

What is your cost basis? What is the selling price? What are your income needs, your estate planning needs, your age, etc.

If you have a buyer, or you have a current fair market appraisal, fill out the brief Qualification Questionnaire and find out if using a tax strategy makes sense for you.

You will receive a timely and personal reply, either by email or telephone. It pays to know your options.

If you are just in the planning stages, sign up for the next free teleconference. You will learn the concepts of both tax strategies and you will then have enough information to determine if a sale is in your best interests.

Either way, congratulations on taking the first step to educating yourself on the best way to keep as much of your capital gain as possible!


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You have a buyer or offer for your Business, Real Estate, Practice, Stock Portfolio or Collection.

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You are deciding whether or not to Sell and Need to Know what Options you Have.
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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.

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