Matthew Ledvina Offers Capital Asset Planning in Relation to the US Tax System

US tax adviser and renowned tax specialist Matthew Ledvina has highlighted the need for planning when it comes to the sale of capital assets. With experience in the world of tax structuring and legacy planning, Matthew has a detailed understanding of how families and businesses can safeguard their assets.

“Pragmatism is the key to successful tax planning as it allows you to plan years in advance, rather just to end of the current tax cycle,” says Ledvina.“Every arrangement will depend on the individual circumstances of those involved, plus external economic considerations such as the price third parties are willing to pay for your assets. By taking a strategic approach to selling off capital assets during the lifetime of a founder member, it’s possible to maximize your return, retain significant control over the company, and do it all in a tax-efficient manner.”

The US tax planning expert is regarded as a specialist in the longer term options presented by the interaction between the tax system and the external markets. “With the right combination of planning, execution and timing it is possible to make a significant difference to the tax-efficiency of any capital asset sale,” he adds. Ledvina has worked across all levels ona number of cases in the US department and Justice Swiss Bank Programme, acquiring specialist knowledge of invest structuring, trust creation and asset sales in the process.

Matthew Ledvina also specializes in providing tax guidance to cross-border families who have US connections and are looking to make strategic choices. He began his career at the Baker McKenzie law firm, before branching out to form a private office based in Zurich and Geneva on families with US connections. Matthew is also the director of a UK-based Fintech company, working to build an innovative new lending platform. Matthew is a member of numerous investment clubs in both London and Zurich with an interest in promoting cross-border communication for individuals, families and organizations looking for an approach that balances strategy and pragmatism.

About Matthew Ledvina:

Matthew Ledvina is a leading US tax adviser focused on transparency, compliance and strategy. He is also director of an asset-backed lending firm working in the emerging Fintech industry, a cross-border tax planning specialist and an expert in the use of life insurance as a tax planning tool. Ledvina is also an advocate of the use of new technologies like AI to drive change in the legal and accounting industries.

For more information, visit www.pilotage.group

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