1031 Exchange alternative for Real Estate and Appreciate Assets to Avoid & Defer Capital Gains Taxes
 Private Annuity Trust -1031 Exchange Alternative for Appeciated Assets to Avoid/Defer Capital Gains Tax

Private Annuity Trusts - Frequently Asked Questions - 19/22

How can I have my tax advisor or attorney analyze the private annuity trust concept?

Ron or George of Noll & Company will gladly work with you or your tax advisor by providing you with the technical and legal information needed to properly advise you.

This is done routinely by using a NAFEP publication entitled Private Annuity Legal Package.

Most CPAs and tax advisors are enthusiastic about the strategy after they understand it.

Contact Noll & Company in order to get the proper advice and guidance.
 

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Ronald Noll
Ronald L. Noll,
CEA, CPA, MST
Director NAFEP
Noll & Co, Inc.
18 E. Lancaster Ave
Malvern, PA 19355

(800) 360-6655
(610) 644-5807 fax
(610) 644-3750 x146


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