The Tax Exempt Stock Diversification Trust
Do you own stock in a publicly traded company that has appreciated so much you don’t want to sell it because you don’t want to pay the capital gains taxes?
What if you could sell that asset, diversify your portfolio, not pay capital taxes, and get lifetime access to income?
No, this is not a Charitable Remainder Trust.
If you own publicly traded stock worth over one million dollars...
To learn what this actually is, and why it works better than anything you’ve probably seen before, fill out the form and register to attend our virtual lunch and learn training where you will discover how our unique, tax exempt stock diversification trust will allow you to:
- Sell appreciated stock
- Eliminate the capital gains tax,
- Reduce or eliminate the estate taxes,
- And still benefit from the entire pre-tax proceeds from selling your asset.
Event Details
- Date: Thursday, May 29th, 2025
- Time: 2-3PM Eastern
- Place: Zoom
Sterling Foundation Management was founded in 1998 as the first nationwide firm dedicated to creating and managing private foundations for high net worth individuals and families. Since then, Sterling has grown to serve thousands of families in virtually every area where the concerns of high net worth families intersect with philanthropy.
Register for this educational workshop with
nationally recognized
expert Roger Silk.
nationally recognized
expert Roger Silk.
Details:
- Date: Thursday, May 29th, 2025.
- Time: 2-3PM Eastern
- Place: Zoom
Reserve your seat today, and we’ll see you at the training!
We’ve helped investors like you save over a billion dollars over the 26 years we’ve been in business.
Register now and we will see you on the training.
Make sure to enter your correct email and cell phone as we need them to deliver your live link.
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