Unique Opportunities during Challenging MarketMay 17th 2009 独特的机会，在充满挑战的市场五月十七日2009.pptVIP

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Unique Opportunities during Challenging MarketMay 17th 2009 独特的机会，在充满挑战的市场五月十七日2009.ppt

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Unique Opportunities during Challenging MarketMay 17th 2009 独特的机会，在充满挑战的市场五月十七日2009

Unique Opportunities during Challenging MarketMay 17th 2009Nextbridge Annual Conference Mayur T Dalal, MBA Chief Executive Officer What is our last 1 year experience Significant depletion of real estate value Significant depletion of marketable securities Income taxes are likely to go up to 40% Estate taxes are not going away!!!!!!! Have no or little asset protection planning making your hard earned assets exposed to creditors Economic Setback PresentsOutstanding Planning Opportunity Focus on What Matters Unique Opportunities for 2009 Value of properties have gone down substantially ! Discounts available are 35% !! Interest rate you can charge to your children for purchase of your assets is all time low at 2% !!! There is no recapture of depreciation or Taxes capital gains by You !!!! Income to be shared with children is Tax free to them!!!!!!!!!!!!! Income taxes paid by you on income given to kids is not considered as gift !!!!!!!!!!! You keep control as well as flexibility to access income!! Appreciation on assets sold to children is outside your estate!!!!!!!!!!!!!!!!!!!!!!!!!!!!! Power of Team work * * * What We See Asset protection # 1 priority Apathy and denial Financial Industry Global Meltdown Highest level of Unemployment Opportunity Matrix? Liquidity and Credit Crunch Highest Volatility in Capital market Low Morale Managing Cash flow big challenge What happened in 2008 Above the Line Below the Line Discovery Solution What Why? Who and How? An incompetent team will surely provide a poor result. A competent team lacking clarity and management will produce a bad result at a high cost. Want to create Certainty Predictability Want Education about choices Want to Simplify Complexities Transparency Paradigm Shift of 21st Century Partners/ Investors Wish list of the wealth holders Human Capital of Family 3 Bucket Approach to Simplify Financial Maze Multigenerational Strategies SYNERGIES SYSTEMS Valuation Experts SPARDATA Creative Financing : Next