A memo from Brian Gartner of Winged Keel Group, Inc. discussing strategies for deferring investment portfolio gains from current period taxation, allocating investment portfolio values to various investment funds, avoiding required distributions until age 95 or 100, and eliminating taxes on investment gains if a private foundation or public charity is named as the beneficiary. The memo includes a confidentiality notice and a disclaimer about seeking legal and tax advice from appropriate advisors.
doj/DataSet10/EFTA01447446.pdf
{"key_people":["Brian Gartner"],"document_type":"correspondence","document_subtype":"memo","key_organizations":["Winged Keel Group, Inc.","M Holdings Securities, Inc."],"reference_numbers":["DB-SDNY-0102079","SDNY_GM_00248263","EFTA01447446"]}