Wealth Legacy Group, Inc.

Have you had a liquidity event this year with $500,000 or more of taxable gains? Sale of real estate? A business? Other appreciated assets? Would you like to know how to either eliminate or significantly reduce the taxes coming due on this? If you act before 12/31/2020, it IS still possible to eliminate or significantly reduce your taxes from the sale. Example: A lovely couple sold their business and building for $7.5M in late 2019. We were hired ~30 days after the sale clo...sed, and ultimately reduced their tax bill from over $2.1M to $937,000. That is still a LOT of tax to be paid but the clients were overjoyed to save nearly $1.2M in taxes! And, had we been hired prior to the liquidity event, their taxes from the sale could have been zero! How about you? How can we help you reduce your tax bill this year? The first 30 minutes are free to discuss your situation and any other business succession investment estate insurance asset protection or family/heir concerns or issues. Email: [email protected] with questions or to schedule a complimentary conversation.

"Life shrinks or expands in proportion to one's courage." Author, Anais Nin Your action for today is to do something that you have thought about doing but have so far avoided doing.... Have an extraordinary day! R. J. Kelly

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"Kindness is never wasted. If it has no effect on the recipient, at least it benefits the bestower." Biologist, S.H. Simmons Your action for today is to do something kind for your relationship, a family member, a customer or someone that you don't feel deserves it.... Have an extraordinary day! R. J. Kelly

Accessing Retirement Assets Without Penalty or Restriction! #QDRO #retirement https://youtu.be/FD3KjNtEjx8

"There are two things to aim at in life: first, to get what you want; and second, to enjoy it. Only the wisest achieve the latter." Writer, Logan Pearsall Smith Your action for today is to think of something that you once wanted. You then got it and you're no longer enjoying. What happened?... Have an extraordinary day! R. J. Kelly

"In the middle of every difficulty comes opportunity." Albert Einstein Your action for today is to take one of the challenges you are currently facing and look for the opportunity it presents you.... Have an extraordinary day! R. J. Kelly

"Wise sayings often fall on barren ground, but a kind word is never thrown away." 19th Century Writer, Arthur Helps Your action for today is to offer a sincere compliment to someone.... Have an extraordinary day! R. J. Kelly

"The limits of my language mean the limits of my world." Philosopher, Ludwig Wittgenstein Your action for today is to learn a new word and look for a way to use it in a sentence.... Have an extraordinary day! R. J. Kelly

A little kindness from person to person is better than a vast love for all humankind. German Poet, Richard Dehmel Your action for today is to do something kind for a stranger. ... Have an extraordinary day! R. J. Kelly

What Will Be COVID-19’s Impact On The U.S. Economy & Financial Markets? https://wealthlegacygroup.com/what-will-be-covid-19s-impac/ #COVID19 #economy #financialmarkets #financialadvisor

"A warm smile is the universal language of kindness." American Writer, William Arthur Ward Your action for today is to offer a warm smile to a stranger.... Have an extraordinary day! R. J. Kelly

https://www.eventbrite.com/e/accessing-retirement-assets-wi