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Home > Banking News > Reyes Consulting Financial Advisors Introduce the Family Advantage Program a Tax Saving Strategy
Reyes Consulting Financial Advisors Introduce the Family Advantage Program a Tax Saving Strategy
Reyes Consulting Financial Advisors offers new Tax Savings Strategy in aiding clients with liquidating appreciated assets without realizing capital gain taxes, the Family Advantage Program.
(PRWEB) October 1, 2005 -- Reyes Consulting is excited to offer its newest strategy in aiding clients with liquidating appreciated assets without realizing capital gain taxes. This solution, implemented by a California Bar Board of Legal Specialization Certified Tax Law Specialist, we refer to as the “Family Advantage Program (FAP).” The program uses a unique combination of tax strategies that benefit not only individuals and their families, but also their charity of choice. This program, unlike traditional tax and charitable planning strategies, brings substantial benefits to both the client and the charity. All assets are at all times under the control and management of designated family members. A charity of choice will not only benefit annually, but also upon the death of the client. Additionally, the client’s estate is not reduced.
The program was introduced by Reyes Consulting Financial Consultant Brian S. Samuels, LUTCF. Brian brings years of experience and many professional relationships to the firm. Brian’s experience extends beyond working with highly affluent individuals and business owners to being a member of the Million-Dollar-Round-Table®, a national association recognizing only the world’s best advisors who follow a strict code of ethics. With his wealth of knowledge in collaboration with the resources only available through Reyes Consulting, Brian provides unsurpassed professionalism, advice and service in comparison with what you would normally expect from an Investment Advisor.
Relationships with leading professionals are part of what makes Reyes Consulting different from other financial advisors. Reyes Consulting works with America’s most elite and seldom-accessible CPA’s, wealth strategy professionals, attorneys, estate, and other financial advisors to protect and preserve their client’s wealth. As one of the nation’s premier financial architectural firms, Reyes Consulting designs and implements customized tax deferred, tax exempt, and tax elimination strategies for business owners, investors, real estate developers, entertainers, professional athletes, and affluent families, throughout the U.S.
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