The ultra rich boast wealth from assets like real estate and stocks, but the IRS does not tax the increased value of these assets, no matter how much it skyrockets, if an investor doesn’t sell it. No sale, no capital gains tax. Warren Buffett is known for holding onto the stock in Berkshire Hathaway, which allows him to avoid capital gains on his taxable income.

Billionaires commonly borrow against their assets instead of selling them in order have spending power while deferring taxes on capital gains. This also enables the billionaire borrower to deduct the interest from taxes.

Even in death, the well-planned estates of the super-rich bypass the estate tax through philanthropic foundations which provide large charitable tax deductions during their lifetimes and when they die.

These are just some of the ways the ultra-wealthy can shave their tax rates down even below an average earner, but even an average investor can profit from the lessons of people like Jeff Bezos and Elon Musk. How?

  • Investment Property Rental Income allows you to claim deductions including depreciation, expenses such as mortgage interest, property taxes, property insurance and ongoing maintenance and repairs. You can invest in publicly traded REITs (real estate investment trusts) and even private market rental property investments.
  • Set up a Charitable Foundation: Public Charities usually receive most of their donations from the general public or government and taxpayers can usually deduct 20% to 60% of their adjusted gross income for charitable donations with Private Foundations providing an IMMEDIATE tax deduction of up to 30 percent of adjusted gross income for cash gifts and up to 20 percent of adjusted gross income for long-term appreciated publicly traded assets.
  • Leveraging loans against income and Creating a Tax Savvy Estate for your heirs requires planning, knowledge and experience. It’s never too soon to start your dream of becoming America’s next billionaire.

We welcome you to take advantage of a free discovery session by visiting New Client Application or