BEGIN:VCALENDAR VERSION:2.0 PRODID:-//wp-events-plugin.com//7.2.3.1//EN TZID:America/New_York X-WR-TIMEZONE:America/New_York BEGIN:VEVENT UID:0-76@fjmc.org DTSTART;TZID=America/New_York:20240402T200000 DTEND;TZID=America/New_York:20240402T210000 DTSTAMP:20240312T163212Z URL:https://fjmc.org/events-2/financial-strategies/ SUMMARY:Financial Insights: Strategies to Minimize Taxes &\; Protect You r Assets DESCRIPTION:Scroll Down to Register\n\n\nFinancial Insights Affinity Group\ nStrategies to Minimize Taxes &\; Protect Your Assets\nTUESDAY\, APRIL 2\, 2024 – 8:00PM EDT\nTonight's presenters will be discussing two out o f the box strategies. The first one is entitled the Distribution Solution Strategy. It enables mostly older taxpayers required to take required mini mum distributions (RMD’s) from qualified plans that don’t need the mon ies to live on to leverage the account value up by paying a discounted tax in accordance with an IRS Private Letter Ruling and move the monies into a life insurance contract income and estate tax free after the initial tax payment.\n\nThe second one\, the Charitable LLC enables taxpayers with ch aritable intent to move businesses assets commercial properties prior to c losing or personal (investment) assets into the Charitable LLC. 99% of the unrealized appreciation and capital gains tax on the eventual disposition are eliminated and the investment(s) are shielded from creditors and pred ators. Replacing the assets with life insurance replaces the asset’s val ue. Additionally\, the taxpayer receives an approximately 80% charitable d eduction that is used to fund the insurance.\n\nRichard Freiberg’s visio n is to deliver innovative and tax efficient strategies to help improve bu siness owners and high net worth individuals’ financial future by protec ting their assets\, minimizing taxes. and maximizing return. In other word s\, improving their income and quality of life while reducing risk. He bui lds client relationships by collaborating with a client’s other financia l professionals to determine the appropriate solutions which are right for them.\n\nMary Read CPC\, QPA\, CPFA is National Director of Pension and P rotection Planning at Pentegra Retirement Services and partner of M &\; R Business Development Group. A leading authority in qualified retirement plans with more than 30 years’ experience\, Mary has an extensive backg round in plan design and development and experience as a marketing executi ve\, financial professional\, pension analyst and pension compliance manag er for an international company.\n\nJoe Maniaci\, Jr.\, owner of Maniaci C onsulting Group\, has 17 years of experience with financial and insurance consulting. He is insurance licensed in NJ since 1999 and is LEAP Systems trained. He provides clients with a proactive approach to business\, asset s\, and tax planning. offers advanced financial\, insurance\, and tax stra tegies to our clients to increase wealth and reduce taxes.\n\n[ninja_form id=22]\n\n \;\n\n\n CATEGORIES:Financial Insights Affinity Group END:VEVENT BEGIN:VTIMEZONE TZID:America/New_York X-LIC-LOCATION:America/New_York BEGIN:DAYLIGHT DTSTART:20240310T030000 TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT END:DAYLIGHT END:VTIMEZONE END:VCALENDAR