Pinnacle Capital Advisory, LLC. (PCA)
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Alternative financing:
Create a second stream of income for any company, non profit or individual, take your profits and donate them to your favorite charity (see our tax free charity) or use the profits for any purpose. Two of our clients have used their profits for donations to non profit Universities and hospitals.
Lend to Pinnacle Capital LLC. (swap/exchange) accumulated public securities at NO tax consequence.
In other words, swap your appreciated securities — Many people &/or firms own stocks, bonds, CD's, Municipal Bonds for the long term with a very low cost basis. If they ever sold some, the tax bill would be considerable.
In most cases, appreciated securities count at full value if swapped into an LLC. The LLC (PCA) will not sell the stock but use it to borrow from the broker, trade the borrows funds making a profit then return the securities back to the owner without incurring a tax bill.
Example, one of our long term clients was a coke-a-cola
securitie's holder. He swapped his shares into our firm. With profit we made, we donated that profit to the Shepard Spinal Hospital in Atlanta under him and his wife's name. A win, win, for everyone. The shares can be returned to the owner at no cost to the owner nor tax consequences.
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