Making Money and Keeping It Is Easier Said than Done
Sophisticated Strategies for Wealth Preservation
Boelter & Associates has answers for the age-old problem — growing your asset base without giving investment returns back to the government in capital gains taxes. We provide clients with a mix of proven and legitimate wealth preservation strategies.
Explore Your Options
Our Seattle-based law practice represents clients throughout Washington state and nationwide. We guide business owners, executives, professionals and other high net worth clients to individualized solutions to defer, minimize or eliminate taxes. Arrange a consultation at (206) 587-0000.
A Penny Saved…
You've worked hard to earn your money. Our wealth preservation techniques enable you to limit taxation on those assets without forfeiting control or access. We can offer effective alternatives to traditional capital gains approaches such as the 1031 exchange.
Deferring Capital Gains Tax: the Wealth Preservation Strategy
Our clients have had phenomenal results from a unique strategy for deferring the tax hit on capital gains, as the from sale of a business, real estate or virtually any appreciated asset. The Wealth Preservation Strategy (WPS) involves a sophisticated and proven technique utilizing one or more specially constructed trusts and an installment-type sale to achieve dramatic results. Like a private annuity the WPS allows a taxpayer to remove the asset from his/her estate while deferring and reducing the tax. The technique is often further enhanced through the use of international variable life insurance. With this vehicle, taxation on $1 million in capital gains could be deferred for 20 years — with the eventual taxes assessed at present value. Contact Arthur Boelter to discuss the WPS in depth.
Read more about our sophisticated, integrated approach to asset building and tax minimization:
- 14 Reasons to Consider the Wealth Preservation Strategy
- Wealth Preservation Strategy FAQ
- The Wealth Preservation Strategy - A Way Out
- International Private Placement Variable Life Insurance
- Before You Sell Your Property
- Wealth Preservation Strategy Questionnaire
- Estate Planning Questionnaire
Foreign-Issued Life Insurance
Life insurance trusts originating in the U.S. offer limited tax and asset protection. Private placement variable universal life insurance policies issued by international carriers multiply the benefits. Properly constructed, this "investment wrapping" strategy offers incredible advantages:
- Higher internal growth, outpacing capital gain taxes
- Earnings not subject to income tax
- Tax-free loans or withdrawals
- Asset protection
- Minimal audit risk
- Direct transfer of proceeds to heirs upon death (income-tax free to beneficiaries)
- Reduced estate tax (perhaps none)
And all of this is legitimate?
Arthur Boelter is a former IRS trial lawyer who used to prosecute people for illicit tax evasion "strategies." He knows better than to tempt the Internal Revenue Service. Our wealth preservation techniques are IRS-approved, assuming that your attorney knows what he's doing with trusts, financial transactions and insurance policy documentation. Arthur H. Boelter's intimate familiarity with the workings of the IRS, his 35 years of experience in tax controversies, and his meticulous approach ensures that your asset planning is fully compliant and safe from the most intense government scrutiny.
Contact Boelter & Associates to discuss appropriate strategies for your investment portfolio.
