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Recorded Webinar: How to Eliminate 99% of Capital Gains Tax Using a C.E.R.P.
3 years ago
14
A Charitable Estate Replacement Plan (CERP) is an advanced and proprietary tax strategy that can provide the following benefits:
-A current income tax deduction which avoids up to 50% of your total tax (with a 5 year carry forward)
-Assets contributed grow without tax
-Appreciated assets contributed can be sold or liquidated without tax
-Assets are exempt from gift and estate tax
-Assets are creditor and divorce protected
-Client and heirs maintain total control over the assets in a C.E.R.P.
-Client and heirs will make substantial charitable gifts to their preferred designated charities
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