Help Your Favorite Charity and Bypass Capital Gain
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Help Your Favorite Charity and Bypass Capital Gain
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About this listen
Thinking of exiting real estate but dreading the capital gains tax? In this episode of the Equity Advantage podcast, we sit down with charitable planning expert Lon Dufek (CFP®, CPA) to explore how a Charitable Remainder Trust (CRT) can be a powerful exit strategy — especially for those tired of managing property or not interested in a 1031 exchange.
Topics Covered:
- What is a Charitable Remainder Trust (CRT)?
- CRT vs. 1031 Exchange: Key Differences
- How CRTs help you avoid capital gains tax
- Real-life case study: Turning $500K into $2M in benefits
- Using appreciated assets (real estate, stocks, crypto, antique autos) in a CRT
- How to ensure your children aren’t disinherited
🔗 Contact Lon Dufek:
📧 lon.dufek@gmail.com
📞 (503) 267-9702
🌐 Learn more at www.1031exchange.com
📞 Call us at: 800-735-1031
👉 Don't forget to like, comment, and subscribe for more expert guidance on investment property strategies and tax-deferral solutions!
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