Strategies to Help Eliminate a Client’s Financial Fragmentation Income Tax Strategies (Redirection of Tax Dollars) Strategies to Minimize (Reduce or Eliminate) Capital Gains Tax Transference Tax Minimization Concepts Gift Tax Strategies Redirect Retirement Dollars from Ordinary Income Tax Rates to Capital Gains Rates or No Income Tax when Design Permits Business and Practice Succession Planning Creation, Implementation, Supervision and Modification of Personal and Business Plans Family Charitable Legacy Strategies: The Pinnacle of Transference Planning. Facilitate the Establishment of a Family Foundation, Family Foundation Income Trust and Family Foundation Will Profile and Evaluate a Client’s Suitability and Risk Tolerance

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