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Tax Planning Symposium: Charitable Estate Replacement Plans




Tax Planning Symposium: Charitable Estate Replacement Plans - How to Eliminate 99% of Capital Gains Tax

Thursday, September 19, 2024

6:30p - 8:30p EST

Gesture Headquarters (Zoom link provided for remote attendees)

Gesture Headquarters (Zoom link provided for remote attendees)

1412 Broadway
21st Floor
New York, NY 10018
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2024-09-19T18:30:30.0000000
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Join us for a complimentary tax planning Symposium in Midtown Manhattan. We'll be covering an advanced tax planning strategy for guests and Gesture's valued investors, aimed to help provide the tools to eliminated up to 99% of capital gains taxes, and greatly reduce income taxes. Drinks and horderves will be provided by our sponsors: Gesture, Inc and Finance For Thought.

Schedule

  • 6:30 - 7:00pm: Registration/Checkin
  • 7:00 - 8:00pm: C.E.R.P Presentation by key note speaker Dan Nuwash, MBA
  • 8:00 - 8:30pm: Q&A and case studies


A Charitable Estate Replacement Plan (C.E.R.P.) is an advanced and proprietary tax strategy that can provide the following benefits:

  • Eliminates 99% of capital gains tax on appreciated assets.
  • A current income tax deduction which avoids up to 50% of your federal income tax.
  • Assets contributed grow in a 99% tax free environment.
  • Appreciated assets contributed can be sold or liquidated in a 99% tax free environment.
  • Assets are exempt from gift and estate tax (at a 99% rate).
  • Assets are creditor and divorce protected.
  • Client and heirs maintain total control over the assets transferred to a CERP.
  • Client and heirs will make substantial charitable gifts to their preferred designated charities

Event Registration



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