White Papers
Research and information to help you understand the strategies behind the solutions we offer to help you build, protect and enhance your wealth. All white papers are free by request.
Tax Planning Strategies
& Solutions
When it comes to your taxes, do you prepare or plan?
One of the most significant ways we can enhance our wealth is by reducing the amount of taxes we pay. Unfortunately, many tax preparation professionals (and even CPA's) are simply not qualified to provide the kind of guidance that could save affluent individuals and families thousands or even tens of thousands of dollars in taxes, legally, depending on their unique situations.
This white paper discusses tax mitigation through solutions as recommended by Greenway Financial Advisory Group. The strategies described, while not for everyone, are currently allowed by the IRS and could help you to keep substantially more of your hard-earned money.*
Legacy Installment Trusts (LIT's)
Sell highly appreciated assets without the immediate capital gains tax hit
We've learned that many people are often hesitant to sell an investment that has appreciated significantly in value because of the large tax bill on the capital gains they would receive. Sound familiar?
However, did you know that Section 453 of the IRS Tax Code allows taxpayers to defer capital gains on the sale of highly appreciated assets so that you can receive the proceeds in installments over time? This would allow you to avoid having to pay a large, unwanted tax bill all at once. This report explains how you can accomplish this with a Legacy Installment Trust. You'll learn about the trust itself and how it could work as part of your overall wealth management and tax reduction strategy.*
How Captive Insurance Can Enhance Your Business Structure
Transform your risk into wealth
If you're the owner of a business, and you're looking to cut costs as you build your personal and business wealth, then this white paper is for you. A captive insurance company is an insurance company formed by an individual to insure certain risks of their business, and with good risk management practices, you can build significant equity in your captive as this white paper reveals.
Captive insurance companies have been used for about 65 years, and Federal income tax rules for Captives haven’t changed in 30 years. Did you know that premiums paid to your own insurance company are tax-deductible and, conversely, are tax-free for your Captive insurance company?*
*Greenway Financial Group does not provide tax advice or tax preparation services. We recommend that you review the solutions contained in these white papers with a tax professional before making any decisions concerning these solutions.
1410 Triad Center Dr.
St. Peters, Missouri 63376
Daniel Roemerman is a registered representative of Realta Equities, Inc. Realta Equities, Inc. is not affiliated with Greenway Financial Group. Securities are offered through Realta Equities, Inc., Member FINRA/SIPC located at 1201 N. Orange Street, Suite 729, Wilmington, DE 19801. Investment advisory services are offered through Transc3nd, LLC., an SEC registered investment advisor, 165 Elmhurst Dr., Suite B, Kyle, TX 78640. Neither Realta Equities, Inc. nor Realta Investment Advisors, Inc. is affiliated with Greenway Financial Group or Transc3nd, LLC.
Realta Wealth is the trade name for the Realta Wealth Companies. The Realta Wealth Companies are Realta Equities, Inc., Realta Investment Advisors, Inc., and Realta Insurance Services, which consist of several affiliated insurance agencies.
