Pinnacle Capital Advisory, LLC. (PCA)
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Consider alternative financing options to create a secondary source of income for your organization or yourself. You can choose to donate the profits to your preferred charity, such as our tax-free charity, or use the profits for any other purpose. Two of our clients have used their profits to make generous donations to non-profit universities and hospitals.
By lending to Pinnacle Capital LLC, you can swap or exchange your accumulated public securities without incurring any tax consequences. This means you can swap your appreciated securities, such as stocks, bonds, CDs, or municipal bonds, without having to worry about a considerable tax bill if you were to sell them.
In most cases, appreciated securities count at full value if swapped into an LLC. The LLC (PCA) will not sell the stock but rather use it to borrow from the broker, trade the borrowed funds to make a profit, and then return the securities to the owner without any tax implications.
For example, one of our long-term clients was a holder of shares of Coca-Cola. He swapped his shares into our firm, and with the profit we made, we donated that profit to Shepard Spinal Hospital in Atlanta under his and his wife's name. This arrangement was a win-win for everyone involved, and the shares can be returned to the owner at no cost and without any tax consequences.
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