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Ep #092: How to Sell Your Business Tax-Free with a Charitable Remainder Trust
Manage episode 422054277 series 3557963
Вміст надано Tom Poltersdorf Jr.. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Tom Poltersdorf Jr. або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
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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