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              “You work Hard for your money –

                         You should work Smart to Keep it”

Here's the information you need to help you avoid paying the IRS one single cent more in capital gains tax than you legally have to

Welcome,

I'm Paula Straub, and if you're planning to sell any highly appreciated assets like Real Estate, your Stock Portfolio, your Business or even your rare Collection, there are only two things you need to seriously consider.

How much profit will you get to KEEP and…

How much will you have to HAND OVER to the IRS in capital gains tax

Do you really want to say goodbye to 60K or 600K or 6 million dollars of your investment the day you sell? Of course you don't. Just imagine how long it would take you to earn back that amount of money, that you would be literally giving away!

If you are nearing retirement, you may never be able to replace that same amount of capital. Wouldn’t it be better to see all that money continue to grow for you and your family for years to come?

By the way, in case you haven't noticed, the IRS doesn't go out of its way to offer suggestions on how to hang onto your capital gains rather than submitting them as a tax payment with your annual tax return. They leave that up to you, and whether you take the initiative to act on your own behalf.

Well, now you can stop worrying because I'm here to help you hold onto your capital gains. My mission is to help you save as much of your money as is legally possible. How can I do this? By providing you with all the relevant information you need to be able to make the right decisions.

Did you know that once you have the right insider knowledge and choose the right professionals, all your hard work is done? You need only spend the time it takes to fill out a form or two to keep your capital gains in your pocket.

Whether you're completely new to investing or whether you've spent your entire lifetime accumulating wealth for a happy retirement, you need professional and specialist advice BEFORE you sell. I'm aware that your situation is completely unique and you deserve special individual consideration.

You may find yourself in need of an experienced Tax Professional and Financial Advisor. You may need access to good legal counsel, and you must know what is important when choosing an excellent Tenant in Common Sponsor Company, Qualified Intermediary and Trust Advisor.

Getting the right information and advice from the right people is the only sure-fire way to discover your options and save a very large slice of what is, after all, your money.

Now, for the first time ever, you can get the answers to all the questions you have, and even some you didn't know you should have, in one fell swoop. That's right! Because I've put together a 5-part interview series I’ve called “Interview with the Pros”. This is over 6 hours of in-depth explosive and laser targeted interviews with the specialists you may need to consult with about your own unique circumstances.

Now you can find out exactly what you need to know before you even think about selling your assets.....from the real professionals. Each one is a respected specialist in their field. Each one conducts their business with absolute honesty and integrity, but most importantly, these are experts you can trust.

And don’t despair. You do not need to master all this information by yourself. You can have experts like these at your disposal if you decide to let me help you and be your capital gains ambassador and guide. I have already taken the time to put together a winning team, and have done the research so that you don’t have to.

Meet your team of professionals who will help and guide you every step of the way

They'll answer all your questions before you can even think about asking them. Here's just some of what you'll learn from...

Part I - The Tax Professional

Eva Rosenberg is better known to her clients and web fans as TaxMama. Eva has an MBA in International Business, a BA in Accounting, and is an Enrolled Agent, authorized by the IRS to represent tax payers in disputes, audit and collections issues. She’ll be telling you about:

1031 exchanges and what the IRS requires in order to not challenge them

What’s in a name and why changing it during an exchange can invalidate the whole transaction

What tax forms to be sure to file and which records to keep

Which capital gains calculations might surprise you with extra taxes due

Why not taking your depreciation each year might come back to bite you

How the IRS calculates the dates for deadlines and what happens if you miss them

Examples of cases she has seen that have gone horribly wrong

What assets you might not even realize you owe capital gains tax on

The dreaded Alternative Minimum Tax trap that you might never see coming

Her advice on how to choose a tax professional that can save you thousands of dollars- rather than one who could cause you to lose your shirt.

Part II - The Qualified Intermediary

Kathy Biewenga has over 31 years of experience in commercial and residential title insurance and escrow. She is a professional trainer and consultant and a member of CCIM, CEA, NAIOP, CLTA and CAR. Kathy has facilitated 1031 exchanges in every state in the nation and is exceptionally familiar with the 1031/Tenant in Common exchange process. She’ll be discussing:

The differences between a Qualified Intermediary and an Accommodator

What can happen if the proper language is not used in an exchange contract

What can go wrong if you don’t choose an experienced Qualified Intermediary

What are the most important IRS rules you must adhere to in a 1031 exchange

How does the way 'title' is held affect an exchange

What is a Reverse Exchange, and when you might want to use one

How 'boot' is created and the tax consequences if it is

Partial Exchanges and how they might work to your advantage

How do 1031 exchange laws differ from State to State

What exactly should a Qualified Intermediary do to help you with your exchange, and what happens if they don’t

Which other professionals a QI works with, and why their roles are important as well

Part III - The TIC Sponsor Company VP

Vice President Zachary Roberts has his Juris Doctorate from the University of CA at San Diego and is licensed as an attorney in the state of California. He has an undergraduate degree in Economics in Philosophy and is also Regional Sales director of his present company. You will hear Zach talk about:

What exactly is a Tenant in Common Property and how are they associated with 1031 exchanges

How it differs from a TIC partnership and provides more safeguards for owners

The Capital Gains tax treatment of 1031 exchanges and how it differs from other gains saving options

The potential risks of 1031/TIC exchanges and how to lower them

How easy is it to get out of TIC ownership

What is the current market for reselling TICs, and which ones sell fast

What kind of income can you expect, and when that could change

What are the differences between TICs sold as Securities and those sold as Real Estate and why should you care

Which types of contracts you might have and what you should make sure is in them

How big of a say do you get in ownership decisions if you are the smallest investor

What type of costs are involved

What are 'assumptions' and why these can make or break an investment

How much money do you need to purchase a TIC

How available are TIC properties and can you meet your IRS deadlines in choosing one

Questions you need to ask during 'due diligence' and what happens if you don’t

How does the IRS feel about 1031/TIC exchanges and what is required to not have them invalidated

What you can do to feel comfortable with the property you are buying into even if it is located in another state

Part IV - The Trust Advisor

Chief Trust Advisor, Anthony March, is a Registered Representative and Financial advisor. He also holds top industry credentials such as the Certified Estate Advisor through NAFEP, is a Certified Estate Planner through NICEP, a Certified Insurance Consultant and a Viatical Broker.

Tony holds a degree in Business and Finance from the University of North Carolina, and an MBA and JD through Stafford University in England with a focus on Descendent Management.  He is an author of many articles on Private Annuity Trusts and is revered among the nation’s leading authorities on Private Annuity Trust planning. Tony will help you learn about:

What exactly are Private Annuity Trusts and why haven’t you heard much about them

Why they often have advantages over Charitable Remainder Trusts

How they can save you huge sums of capital gains tax for many different types of appreciated assets

Who should consider a PAT and why

How does the IRS view PATs and when they might challenge them

How does the type of ownership of your asset affect whether or not a PAT is even possible

What kinds of costs are involved

The three major components of a PAT and what can happen if even one is done incorrectly

How assets can be invested within a PAT and what can cause the trust to not meet its obligations

What can go horribly wrong if the trust is not set up correctly

How PATs can help immensely in estate, tax and retirement planning

What is an 'annuitant' and how do they differ from a 'beneficiary'

How much control do you have over your asset once it’s placed in the trust

What happens to the trust when you pass away

When is a PAT not a good or even possible choice

What your attorney may not tell you

Part V -  The Financial Advisor

Paula Straub has a BS in Mathematics from SUNY at Buffalo, is a Registered Representative and holds Series 6, 63, and 26 securities licenses, as well as a Life and Health Insurance License in several states. Paula is now devoting her entire practice to helping clients hold onto as much of their capital gains as legally possible.

Paula rounds out the interview series by discussing how all these professionals work together to provide her clients the best team available. David Neese, a successful Real Estate Investor in Tennessee, interviews Paula and asks her all the questions that investors such as himself really need to know. Paula will be talking about:

Exactly what her role is in saving capital gains tax and how you could lose out 'BIG TIME' by not having her help with your situation

What financial criteria do you need to meet in order to hang onto your gains

What type of huge difference it makes to you and your family financially to pay your gains in a lump sum rather than deferring them indefinitely or spreading them out

How not knowing that you have more than one option can affect the rest of your life financially

When are you paying too much and when can choosing the 'cheapest' services make you want to kick yourself

How long it would take you to do all the research on your own, and why you can still lose big by not knowing what you didn’t think to look up

When do you have to pay capital gains tax and there is no other option

How certain tiny mistakes and lack of planning can cost you more in taxes than you originally would have had to pay by just selling outright

How you can combine several tax saving strategies to have your cake and eat it too

How your business will likely go to the 'front of the line' when Paula helps you through whichever course of action you choose

Her single best piece of advice that will keep you from making a HUGE financial mistake

Saving money is not just a possibility, it's a foregone conclusion

With 5 Top Professionals helping and guiding you throughout this comprehensive program, you just can't fail to save money. Imagine how much time it would take you to research the information that they will instantly deliver, directly to you in your own home in MP3 and PDF format.

With all your questions answered and all the relevant information in hand, it’ll make your decision much easier to make. You can leave the hard work up to the Professionals who will treat you right.

Now, how much do you think you would have to pay if you arranged a personal consultation with each of these specialists? I can tell you that $1500 would just about cover it. But, as I'm here to help you save money, I've decided to offer this invaluable program to you at the low introductory price of just $399.

This introductory offer is only available for a short time and will not be repeated.

After that, the price will jump to $499, which is still an amazing value.

Don't leave your important financial decisions to chance, Buy Now and instantly download the entire MP3 interview series, together with the written transcripts in pdf format, which you can read at your leisure. Within minutes you'll have all the information you need to be able to make an informed decision and literally save thousands of dollars in capital gains tax.

Plus...A Special Bonus

Buy 'Interview With The Pros' today and you'll receive 2 scheduled, complimentary, 45 minute consultations with me at no additional cost. This will allow me to analyze your particular situation and determine which tax saving strategies fit your unique individual needs. This consultation time alone is worth $200.

Afterwards, you will be under no obligation to engage my services unless you choose to do so. I’m confident that no one else can provide the same complete, comprehensive and exemplary guidance you will receive through me. Why not see for yourself? Put me to the test.

Plus...An Additional Bonus

 'The 10 Things YOU Need to Know Before Selling Your Highly Appreciated Investments'

Get this valuable guide, in MP3 format, absolutely FREE

Plus...My Guarantee To You

I'm certain that the 'Interview With The Pros' series, together with your 2 free consultations with me, plus your free '10 things you need to know' guide will provide you with all the information you need to be able to make the right decisions and save yourself a huge amount of money.

But if for any reason you feel I have not lived up to my promise, you can take full advantage of my unconditional, 30-day, 100% money-back guarantee. You have nothing to lose and EVERYTHING to gain.

The clock is ticking. Take advantage of this introductory offer today --Date/Time Clock-- and get access to all this vital information for the special price of just $399.

Still unsure? Then consider this option.

Get the Mini Version.

Get Part V – 'Interview with Paula Straub' plus both special bonuses all for just $99

If time is money and you're on a tight deadline due to time constraints, you should consider this option.

Jump Start Program – Make it happen fast! Available for those under super tight deadlines and who need a lot of attention NOW to make things happen in the next 7-10 days.

Includes full program, bonuses and all my time necessary – I’ll make time in my schedule to help you complete your transaction smoothly and in the shortest possible time.

You'll get everything for just $599.

Sincerely,

Scan Signature

Paula Straub
Financial Advisor
Independent Insurance Agent
1031/TIC Exchanges
Private Annuity Trusts
(760) 917-0858
askpaula@savegainstax.com

P.S. Don't risk the possibility of losing thousands of dollars of your money to the IRS. Let the people who know the facts guide you through the process of selling your precious assets, so you and your family can look forward to a wealthier future.

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