The latest episode of ABCast “Transactional Planning” has dropped and is available for you to listen to and enjoy. In Episode 4 – Transactional Planning Jan discusses the concepts of transactional planning and provides some specific examples of how transactional planning not only protects your assets but minimizes tax exposures domestically and internationally.
Jan provides an overview of the strategies of entities, timing, location and strategy to ensure income is characterized properly and achieved in the right location and in the right timing to accomplish your goals and objectives. US Taxpayers are taxed on their income worldwide. Jan discusses the use of “PIGS,” Passive Income Generators” and “PALS,” Passive Activity Losses, are used to realize gains and offset losses in order to minimize taxable income.
ABCast Episode 4 – Transactional planning discusses the use of entities including LLCs, S-Corporations and C-Corporations to structure and protect domestic and international assets while providing important protections for their owners. The discussion reveals how to use a C-Corporation to shift taxable income gains from one tax year to the next to allow more time from the realization of income to the timing of taxation.
While transactional planning is a bit of a complex topic, Janathan Allen has extensive experience in the legal, accounting and tax implications of structuring entities and organizing transactions to provide important protections as well as tax advantages to those who own assets from a single investment or rental property to a multi-national portfolio of investments and assets. Join us to learn more about the concepts of transactional planning and the advantages it provides to anyone with an investment portfolio.
We invite you to listen to ABCast Episode 4 – Transactional Planning and learn more about why you need an estate plan and the tools you should have going forward. We invite you to meet with experienced San Diego estate planning and trust attorney Janathan Allen by contacting Allen Barron, or call 866-631-3470 to schedule a free consultation.
