Why Lang Capital?

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Would you like to
REDUCE
taxes and market volatility, and
MAXIMIZE
retirement income?

Join Us:
August 29 & September 12
5:00 PM
Truffles Cafe
91 Towne Dr, Bluffton
SC 29910

If you are interested in attending please call the office at (843) 757-9400 and speak to Ashley in order to reserve a seat.

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Charitable Planning

Give until it hurts may no longer apply.

Trusts and direct gifts are only one way of helping your favorite charities.  Many other alternatives are available.  Some allow you to maintain control of your assets and still avoid future tax problems that might have occurred without the charitable planning.

Charitable planning and analysis can be a very rewarding process for you and your favorite charity.  Identifying potential current or future significant tax problems can help you, your heirs and your charities.

If you have significant qualified or non-qualified assets like IRAs, SEPs, 401Ks or annuities, as well as capital gains in stocks or business interests you may be creating significant future tax problems for you and your heirs.  Discovering these problems today gives you the time to plan properly and perhaps avoid them entirely and significantly enhance the future for yourself, your heirs or your favorite charity.

Call Lang Capital at (803) 547-7853 (Charlotte) or (843) 757-9400 (Hilton Head)  or contact us here  for a free, no obligation consultation to learn more about the use of trusts and direct gifts, as well as, a variety of other methods that do not require you to release control of an asset to help your charities.

Securities Disclosure: Investment advisory services are offered through Calibre Investment Management, LLC a registered investment advisor. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Securities are placed with independent third party custodians including Fidelity Investments, TD Ameritrade and Jefferson National. Insurance services are delivered by Lang Capital, LLC.

Circular 230 Disclosure: To ensure compliance with requirements imposed by the IRS, we inform you that any US Federal Tax advice contained in this communication, including any attachments, is not intended or written to be used, and cannot be used, for the purpose of: (i) avoiding penalties under the internal revenue code; or (ii) promoting, marketing or recommending to another party any transaction or matter addressed herein.