Author: FamilyTrust

The Cash Creator

Our Cash Creator℠ saves clients an average of  $240,000  in tax incentives and expense reductions  annually What is The Cash Creator℠? The Cash Creator is our network of cash creation experts who work to put money in your pocket. From credit card processing fees and utility bills to tax specialty and property tax refunds, our experts Read More …

Plastic Molding

Plastic Molding The Problem The client wanted to retire, but was looking at upwards of $3.5 Million in taxes upon selling is Land, S-Corp Stock, and Depreciated Equipment. Transaction Taxes $1,400,000 Additional Income Taxes $175,000 Estate Taxes $2,000,000 The Solution FTI worked with the client all the way through his retirement to make sure he paid nothing in Read More …

Manufacturing

Manufacturing The Problem The client was going to pay $6,000,000 in taxes on $12,000,000 in Capital Gains. The total amount for sale of the LLC Units was $36,000,000. Transaction Taxes $3,000,000 Additional Income Taxes $2,000,000 Estate Taxes $1,000,000 The Solution FTI stepped in and incorporated tax-deferral strategies to completely eliminate this problem. The client left the sale Read More …

Office Building

Office Building The Problem The client was looking to sell an office building for a $1,000,000 Gain, but he was going to get hit with $286,000 in Transaction Taxes. Transaction Taxes $286,000 The Solution FTI was able to save him 100% of the money he would have lost to taxes. Now he has a structure set up where Read More …

Rental Properties

Rental Properties The Problem The client was paying $13,000,000 in unnecessary taxes for Real Estate in a C-Corp.Equipment. Transaction Taxes $4,000,000 Additional Income Taxes $3,000,000 Estate Taxes $6,000,000 The Solution FTI stepped in and incorporated tax-deferral strategies to completely eliminate this problem. On top of that, FTI was able to save all of the family’s assets and Read More …

Lifestyle Security

Lifestyle Security For lifestyle security you want to rely on 5% of passive earnings from an amount set aside for long-term investment. This can include inheritance. From this amount, you don’t want to touch principal because you can never know: How much catastrophic health care and/or preventative healing/assisted living/ medical care could cost you, your Read More …

Escape Velocity

Increase Escape Velocity To Increase Your Returns, Security, And Impact Escape Velocity leverages the power of your assets to reach your personal and professional goals. We teach you how to measure and use it. What is Escape Velocity? Escape Velocity (“EV”) is the rate / year by which you are accomplishing your Primary Financial Goal (“PFG”). This is Read More …

The Legacy Success Cycle

When you sell appreciated assets or your business, earn income on 100% of each asset sold with the FTI Legacy Success Cycle℠  What is The Legacy Success Cycle℠? The Legacy Success Cycle℠ educates you about about matter you don’t even know that you don’t know — your most critical blindspots for transition planning, and provides Read More …

The Technical Coordinator

The Technical Coordinator℠ helps you bring people and assets together to think through financial issues for the future. What is The Technical Coordinator℠? The Technical Coordinator℠ gives you everything you need to have your plan accomplish what you want. We begin with your priorities; you’ll discover most plans do not address what is most important to you. Read More …