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.