The Share Initiative for Individuals
The Share Initiative is specifically designed for high-income individuals seeking a direct reduction in income taxes. Utilizing a structured flow-through share transaction, the Share Initiative provides the tax benefits of flow-through shares without subjecting the participant to price risk on the underlying shares.
Before a client commits to a particular transaction, Ber Tov arranges for a liquidity provider – typically, an institutional investor – to purchase the shares at a predetermined price. Therefore, any changes to the market price of the flow-through shares will not impact a participant’s return.
