Client: Large western hospital

Current Problems: Seeking $200,000,000 for funding expansion. Current plan was to issue $200,000,000 in bonds combined with donations from major contributors.

Solution: We saved them 40-50% of the costs with a patented program which accomplishes the following:

Immediate Benefits:

(1) Reduced the hospital’s annual interest costs of bonds without affecting the bond-holders income.

(2) Eliminated the requirement to redeem up to 50% or more of the bonds.

(3) Gave investors a tax deduction as a result of buying the bonds in addition to tax-free income from the bonds.

(4) Gave contributors an alternative to pure gifting which gave them a 5% tax-free income, plus a charitable deduction!

Best of All: None of these techniques are “questionable” or “tax shelters” or anything which in any way is anything but well-founded and approved in the tax code.