Epstein Index›Documents›EFTA01455487
💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01455487: Asset (DS10)

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This document outlines investment account considerations for clients seeking income tax deferral on allocations to specific asset classes. The document projects that private foundations or public charities would receive more than double the asset value in 20 years and nearly triple the asset value in 30 years through the recommended investment structure.

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🔑 Evidence Keywords
assetclient

📋 Key Excerpts2

PersonKeyword
Excerpt 1
Accounts should be considered when the client's objectives are: 1) deferral of income taxes on investment allocations to **asset** classes that would otherwise
Excerpt 2
The private foundation or public charities will receive more than double the **asset** value in 20 years and nearly triple the **asset** value in 30 years simply

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Source: U.S. Department of Justice

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