Strategies to Reduce Capital Gains Taxes by 65% or More

Effective strategies to reduce capital gains taxes on investments like stocks, real estate, and private equity.

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The session covers the following strategies:

• Charitable Remainder Trusts (CRUTs): A straightforward explanation of how CRUTs can defer taxes and support charities, with a breakdown of their structure and benefits.

• Exchange Funds: An overview of how pooling assets with other investors in exchange funds can help minimize investment risks and defer taxes without immediate selling.

• Opportunity Zones: Insights into the benefits of investing in designated opportunity zones to achieve tax advantages and contribute to economic growth in those areas.

• A side-to-side comparison of all the strategies above.

This webinar is designed for investors looking to enhance their financial strategies with informed, legal tax planning techniques. The content is tailored to simplify complex tax strategies into actionable knowledge.