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 - 22/22

I am interested in having one of these plans put together, what should I do next?

Your next step is to contact Ron or George of Noll & Company.

They will communicate with your tax advisors if necessary.

They will also provide an illustration of your annuity payments. To get the program put together they will help you fill out an application.

Then an attorney who is an expert with the private annuity will review the information and put the documentation together.

Finally, Noll & Company will assist you and your advisor with implementation.
 

       Next>   Top

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


NAFEP
1031 exchange alternative | pat frequently asked questions
pat related online resources | web site map
copyright © mmv
Noll & Company. all rights reserved