SAVE MONEY EASILY

1099 Income Business Trust, Investments Beneficial Trust

Why a Spendthrift Trust

Save Federal Taxes, Complete Privacy, under contract law, Pay No Judgement when sued

Why a Trust

Specialized Copyrighted Trusts are specially designed for those clients who have assets and things to protect, either now or in the future, and to protect themselves from the susceptibility to liability that goes along with ownership and success. The IRS Code is 643 B

Spendthrift Trust

Special Requirements
The terms and conditions of a Trust must be up to date with current laws, have legal opinions provided and have the following characteristics in order to meet the requirements of the Internal Revenue Code to defer taxation and generally be exempt from a turnover order of a Court:

1. Must be Irrevocable
2. Must be Complex
3. Must be Discretionary
4. Must be Non-Grantor
5. Must have a Spendthrift Provision

Business Trust for 1099 Income

Save 70% on Federal Taxes
– Real Estate Agents commissions
– My life insurance commissions
– Selling weight loss supplements
– Brick and Mortar Stores
– Affiliate / Online Marketing

Beneficial Trust Saves

Federal Taxes Year after Year:
* Capital Gains
* Short Term 23.8% Long Term 15% or 20%
* Interest Income (10% – 37%)
* Dividend Income (10% – 37%)
* Rent Rolls (10% – 37%)
* Royalties (10% – 35%)

What are Capital Gains

IRS TAX TIP 2003-29
CAPITAL GAINS AND LOSSES
Almost everything you own and use for personal purposes, pleasure or investment is a capital asset.

Capital Gains, Interest Income and Rent Rolls in Real Estate Investing

wholesaling, fix and flip, buy and hold, short term rental, Airbnb, REIT, multifamily investing, passive investing
Does away with 1031 Exchanges and timelines

Capital Gains I saved in 2021

• Memphis, TN bought $15,400 sold for $31,000
• Rocky Mount, NC bought for $20,000 sold for $64,329
• Capital Gains (23.8%): $3,712 + $10,550 = $14,262 SAVED 2021 Taxes

July 31, 2022, Profits & Savings

• Ottawa, KS Fix & Flip 50% split in profit $78,242.05 x .238 = $18,623.60
• Monroe, NC Wholesale $14,000 x .238 = $3,332
• Concord, NC Wholesale $16,500 x .238 = $3927
• Concord, NC Wholesale $8,500 x.238 = $2,023
• 3 FL tax deeds $19,500 x .238 = $4,641
• Saved so far $32,546.60

Crypto Investing, Federal Taxes I saved

Buy and sell at a profit
– Mining
– Staking (Results 7/31/22 Persistence Coin $1,000 per month 30% ROI $300 x .238 x 8 months = $572 Capital Gains saved)
– Novatech
– Crypto Bot, Current Bot $32.78 per day 5 months I have saved $1,404.31 Capital Gains

Dividend Income Stock Market & Options

• On ANY profit you make
• You subtract your losses in all transactions to lower your tax bill, but the aim is to make a profit

FOREX Investors are taxed Interest Income and Capital Gains

• On ANY profit you make
• You subtract your losses in all transactions to lower your tax bill, but the aim is to make a profit

Pay No Royalties Income tax

• Authors, actors, musicians, playwriters
• NFTs: NFT Art, NFT Crypto, NFT Real Estate Oil Well Rights
• Right to sell this Trust

IRMAA Part B Medicare (Income Related Adjusted Amount) Retirement Spendthrift Trust

• Interest Income
• Social Security
• Capital Gains
• Pensions
• Dividend Income
• Wages
• Rental Income
• 401 (k) SEPs IRA 401 (b)

Books To Read

• The Power of Your Subconscious Mind by Joseph Murphy
• The Science of Getting Rich by Wallace D Wattles
• Think and Grow Rich by Napoleon Hill
• The Alter Ego Effect by Todd Herman
• The Obvious by Bill Walsh
• Psycho Cybernetics by Maxwell Maltz

Sally Gimon
TheTrustIsYou.com
Podcast: Stop Paying Capital Gains, NOW!
623 693 1382
Monday 8 pm EST zoom www.TheTrustIsYou.com/qna