The BAPS proudly presents
Family Foundation Planning
A presentation by: Ben L. Schaub, President and Founder of the American Foundation
When: 4:00 pm – 6:00 pm, Saturday, September 30, 2000
Where: 10991-D DeAnza Blvd, Cupertino, CA 95014
RSVP: kyilay@hotmail.com Tel: 408-517-1118
This special presentation on leading edge planning techniques will cover:
- The Miracle of Family Foundation Planning
- Make More Money
- Save More Taxes
- Leave More Wealth to Heirs
- Understanding Stock Options
- The Best Time to Exercise Stock Options
- How to Reduce the Tax Burden
- The Truth about Funding Qualified Plans
- Should I or Should I Not?
- What Should I Do with my Over-funded Qualified Plan?
- The Best Way to Avoid Capital Gains Tax on the Sale of Appreciated Stock or Other Property
- New Planning Concepts for Better Application of Wealth
The American Foundation is a 501(c)(3) public charity that helps individuals, families, and corporations create foundations. We have several plans to help individuals and families create foundations that give financial support to their favorite charities. The American Foundation strives to make the entire process of philanthropy easy and rewarding by providing simple procedures, ongoing education and
the greatest amount of donor direction allowed by law.
4518 North 32nd Street ¨ Phoenix, AZ 85018
Telephone: (602) 955-4770 ¨ Professionals call: (602) 522-8800 ¨ Fax: (602) 955-4707
Web site: americanfoundation.org ¨ E-mail: info@americanfoundation.org
Please Note: The information in this publication is not intended as specific legal or financial advice. Since each individual's circumstances will vary, the American Foundation urges individuals to seek advice from their qualified legal, financial, tax or other professionals when pursuing ideas presented in this publication. Copyright © 09-08-00 by The American Foundation. All rights reserved.
