Tax Planning Symposium: Charitable Estate Replacement Plans

Join us for a virtual tax planning Symposium hosted via Zoom (link provided in description). 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.

A Zoom link is provided below:
https://us02web.zoom.us/j/89620866269?pwd=8DUvF9ZnVqmDkvePjnDqd7K7WQIXFa.1

Schedule

• 6:30 - 7:00pm: Registration/Check-in
• 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