Save Taxes and Increase Income Using Charity… Social Secharity™  

An Endowment Engineer can help you use Social Secharity™ when….

• You own highly appreciated assets yielding low income and the sale of which will create a tax. 
• You need to reduce your income tax for the current year. 
• You need to create more income for your retirement endowment. 
• You need to pass your estate with less tax.
• You need to diversify because you are highly concentrated in a closely held business. 

Case Studies using Social Secharity™ (section 664 of t\he tax code):

• Jane and John, in their 40s, reduce their taxes and increase income using charity
• Mike, 50, uses closely held stock to reduce taxes and increase his retirement endowment using charity
• Jack and Diane, in their 70s, contribute a summer home to increase their income and pay less tax using charity

Check our case study tab for these and new case studies.

To learn more join EANF’s Discovery 664 Academy