Once You Hit This Number, The IRS Takes 40% (VIDEO)

If your net worth is creeping into 8 figures and beyond, your biggest tax bill may not come during your life.

It may come after you’re gone.

In my latest YouTube video, I walk through:

• What the estate tax is
• Who it actually applies to
• Why newly wealthy founders / executives are especially at risk of getting blindsided
• How tools like trusts and life insurance can help your wealth stay in the family

If your family’s net worth has grown faster than your planning has, this video will give you a clear framework for what to do next.

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Quantitative Financial Strategies (“QFS”) is a registered investment advisor offering advisory services that only conducts business in jurisdictions where it is properly registered, or is excluded or exempted from registration requirements. Registration does not imply a certain level of skill or training. The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision. Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site. The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Quantitative Financial Strategies disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose. QFS does not warrant that the information on this site will be free from error. Your use of the information is at your sole risk. Under no circumstances shall QFS be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the information provided on this site, even if QFS or a QFS authorized representative has been advised of the possibility of such damages. Information contained on this site should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.

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Once You Hit This Number, The IRS Takes 40% (VIDEO)

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