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Ep #092: How to Sell Your Business Tax-Free with a Charitable Remainder Trust
Manage episode 422054277 series 3557963
Sisällön tarjoaa Tom Poltersdorf Jr.. Tom Poltersdorf Jr. tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.
In this episode, we dive into the benefits of using a Charitable Remainder Trust (CRT) to maximize the proceeds from selling your business. Learn how CRTs can help you avoid capital gains taxes, provide a large income tax deduction, and create a lasting charitable legacy. Discover the steps to set up a CRT, real-life examples, and key considerations to ensure this strategy aligns with your financial goals and family legacy. Tune in to understand how this powerful tax-saving strategy can benefit you and your business.
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We help business owners:
→ Assess their level of readiness to exit from a financial, tax, and legal perspective
→ Craft a wealth plan to exit comfortably and with confidence
→ Plan for the next chapter of their life
👉 Get Your Free Readiness Assessment!
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