Tax Deferral Solutions

We provide new proprietary “Tax Deferral Solutions” for old tax problems

Pass Tax Deferral Solutions™ provides deferral alternatives to paying taxes on earned income, capital gains and many other contractual situations. Deferring taxes and investing them for years is a sound wealth enhancing strategy.

Pass Deferred Compensation Solution
We provide funded deferred compensation that complies with all Treasury Regulations. There are no ERISA contribution limits, coverage or reporting requirements.  The company takes its deduction when funds are paid into the plan, not when the payment is made to the employee years in the future.

Pass Capital Gains Deferral Solution
Our Capital Gains Deferral Solution provides all the tax advantages of an installment sale with the security of cash. It fully complies with all installment sale requirements. This strategy will work for any capital gain from real estate to the sale of a business.

Pass Attorney Structured Fee Plan
The Pass Structured Attorney Fee Solution allows attorneys to defer up to 100% of their contingency fees. Those fees may be invested, by an attorney’s approved investment manager, based on the attorney’s risk tolerance for a market rate of return. Firms operating on continency fees will have a portion of the deferral available through a line-of- credit.

Pass High Yield Structured Settlement
The advantage of a structured settlement in a personal injury lawsuit is that the recovery is tax-free.   With a structured settlement, not only is the recovery tax free, but all the earned interest is also tax free.  Our Solution gives our client’s the ability to earn a tax free market rate of return on their physical injury recovery.  Let us show you how it works.

Tax Deferral Solutions

We provide new proprietary “Tax Deferral Solutions” for old tax problems

Our proprietary solutions comply with all Treasury Regulations regarding deferred compensation, contractual income, and capital gains.

Pass Deferred Compensation Solution
Unlimited deferred comp with current deduction and a market rate of return that complies with all Treasury Regulations.

Pass Capital Gains Deferral Solution
All the tax advantages of an installment sale with the security of cash and a market rate of return. Complies with all installment sale requirements.

Pass Attorney Structured Fee Plan
Defer up to 100% of their contingency fees and receive a market rate of return with an available line of credit.

Pass Sophisticated Investor Structured Settlement
Personal injury/wrongful death lawsuit settlements provide dependable spendable tax-free income with a market rate of return.

We are a boutique tax-deferral consultancy firm providing unique tax saving solutions

We provide tax-deferral solutions with a market rate of return.

We work closely with our client’s wealth planners, trust companies, tax attorneys, financial advisors, and brokers for business and real estate transaction. Our cutting-edge solutions minimize taxes and maximize wealth accumulation.

Benefits of Pass Tax Deferral Solutions

We Provide

Income and Capital Gains tax deferral
Unlimited Tax Deferrals
Customized Periodic Payments
Market or Guaranteed Rate-of-Return
Your Choice of Financial Advisor
Direct How the Funds Will Be Invested
No ERISA Coverage, Contribution, or reporting Requirements

Complies With All Treasury Regulations on Deferred Compensation & Capital Gains

Let us show you what we can do for you     

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