Dear Tax Professional:
Every client from the beginning of time has always asked the immortal “holy grail” question: “How can you reduce my tax bill?” Usually, the answers vary and involve solutions that fall short of the ultimate solution.
But the bottom line is still the same. Everyone wants to pay less tax.
But how can you do it legally, ethically and provide your clients with other powerful wealth-preservation benefits?
Introducing The WealthSpring™ Trust.
It's the Trust you've probably never heard of.
America's legendary wealth clans–the Rockefellers, Kennedys, Morgans, Carnegies and Duponts, for example, structured their business and family affairs to protect their legacies and provide for the prosperity of their future generations.
Since their inception decades ago, their legal structures have survived tax and business threats–and they continue to do so today.
You could say that The WealthSpring™ Trust is “new and improved”.
More powerful and effective than the typical Dynasty Trust or Delaware Trust, The WealthSpring™ Trust contains a unique “recipe” of provisions that make it what we consider to be the most powerful wealth-building and wealth-preserving trust in the USA.
In a nutshell, the Benefit Trust leverages the rules of IRS 642 and 643(b) so that your clients can expect to defer all of their capital gains, royalties, rental income, 1099 income and more. Even better, they can "self-direct" what they'd pay in taxes to support their own philanthropic interests...leaving a legacy for generations.
Here's the simple truth. With all these tax dollars saved (deferred), your clients have far more money (tens to hundreds of thousands of dollars per year) to add to their current investment portfolios or do more good in the world.
It's an improvement over America's
Wealth Clan structures.
More powerful and effective than the typical Dynasty Trust or Delaware Trust, The WealthSpring™ Trust contains a unique “recipe” of provisions that make it what we consider to be the most powerful wealth-building and wealth-preserving Trust in the USA.
98% of all Trusts created, even by the Top Law Firms, have one deadly flaw that makes them all vulnerable to losing any asset protection and privacy benefits.
It's the “grantor” provision.
And nearly all Trusts in the USA today are created with it. When a typical grantor Trust is created, the name of the grantor is recorded in the origination documents of the Trust. That's the kiss of death for any hope of privacy.
You see, when your client is involved in a lawsuit, the grantor's information will be revealed during discovery, and if the grantor is also the trustee or beneficiary, that will create an “alter-ego” status, which will void any asset protection efforts.
The solution is a “Non-Grantor” provision.
The WealthSpring™ Trust instrument specifically overcomes that weakness by utilizing a third-party grantor for the Trust creation. Your client would accept a transfer of the Trust after creation, taking full control of the Trust activities and not being subject to that deadly alter-ego status.
Recommend this and your clients may
name their next child after you.
The best referrals come from the happiest clients. When you can provide a major, tangible economic benefit to your clients, you'll turn them into evangelists and they'll brag to their friends and associates about their “Miracle Worker”.
Of course that may sound like a dream come true to a business that depends on referrals to grow.
This can generate a
huge improvement to your profitability.
When you recommend The WealthSpring™ Trust and guide your clients through the process of qualifying for it, you can earn significant referral fees and can focus on higher-level, higher-value services.
Consider this:
When you provide the ultimate Wealth Protection solution, you'll be the hero that changed the financial lives of your clients.
This gives you more time to manage all other aspects of their financial and accounting tasks, which means you can offer more high-value/high-profit services to better care for your clients.
Many tax advisors would be tempted to advise against this instrument. In some cases, it’s due to a lack of familiarity with the power of these unfamiliar code sections. In other cases, it comes down to a fear of losing a client and losing the tax prep revenue from that client (a short-sighted perspective, but a real concern for some).
We want both you and your client to benefit from The WealthSpring™ Trust (in fact, you may want one for yourself!).
Therefore, we invite you to join us and become a “WealthSpring™ Trust Advisor”, where you can receive compensation for each WealthSpring™ Trust you refer to us. That way you're not just a hero, you can be paid like one!
Let's Talk.
Schedule a complimentary High-Value Outcome Call with us right now so you can get all the details about how you can protect YOUR financial situation, share it with your clients and boost your practice.
Let's Talk! Schedule a No-Obligation
High-Value Outcome Call Here
Play the Tax Savings Game.
We offer clients the opportunity to discover just how much they could defer this year when they play our new Tax Savings Game. Want to find out how it would affect YOU? Click the link below and play the game (it's totally confidential). You'll have your results in seconds–then you can set up your High-Value Outcome Call and we can explore all the options to assist you and your valued clients.
YES! Play the Tax Savings Game Here!
