Why You Should Participate?

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Benefits of Pass Tax Deferral Solutions

Unlimited tax deferral
Earn a guaranteed or market rate of return
Investment professional or trust company of you approve
Future payments customized fit your specific needs
Future payments will be based on the success of the investment portfolio
No reliance on payor’s future ability to pay

 Benefits to Payor

Pass Advisors provides documentation to establish your Pass Deferral  Solutions
Complies with all Treasury regulations regarding deferred compensation and capital gains taxation
No ERISA reporting, contribution limits or employee coverage requirements
Payments are deductible by the payor when funded
No future payment liability on payor’s books
No record keeping required