Tax Secrets of the Wealthy
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“Never thought it could be done! I control my business, but my son owns it, and no capital gains tax.’� ‘”B.M., Memphis
“I thought my estate plan was done. My advisors had reduced my potential estate tax from $5 million to $3.5 million. Irv Blackman and his team of professionals brought tax liability down to zero.’� ‘”H.G., Pennsylvania
“Incredible! My lawyers said it couldn’t be done, but I learned how to transfer my business [to his son” target=”_blank”> tax-free, yet keep control for as long as I live.’� ‘”C.D., Illinois
“My estate plan, which was redone after reading and implementing the wisdom in Tax Secrets of The Wealthy, does more than beat taxes. My plan actually creates additional wealth [from $9 million to $11 million” target=”_blank”> for my family.’� ‘”M.B., Missouri
I was a founding partner when Blackman Kallick Bartelstein, LLP, CPAs, one of the largest accounting firms in the country, was founded in 1962. Since then I’ve worked with hundred of clients on two main areas.
Find out how you can control your assets (including your business) for your whole life and transfer them ‘” down to the last cent ‘” to your family.
When closely held business owners call me for help with their business succession plans they typically have two goals:
‘” Get their business out of their estate (particularly when it is growing in value) in a tax effective manner
This special report shows you how to keep absolute control of your business while transferring it to your successors.
When people of means contact me to help do their estate plans (or review their existing plans), they typically have two goals concerning their estate tax:
Well, my goal and the goal of this special report is to show you how to eliminate your potential estate tax liability whether you are young or old, married or single, insurable or uninsurable. Read more…
