Wealth Strategist Designs
  • Home
  • Services
    • Business Continuation & Exit Planning
    • Nonqualified Plan Design & Funding
    • Trust & Wealth Transfer Structuring
    • Fiduciary Life Insurance Reviews & Placement
  • Bios
  • Contact
  • Blog
Linkedin
Call Us: 612.405.0799
Wealth Strategist Designs
  • Home
  • Services
    • Business Continuation & Exit Planning
    • Nonqualified Plan Design & Funding
    • Trust & Wealth Transfer Structuring
    • Fiduciary Life Insurance Reviews & Placement
  • Bios
  • Contact
  • Blog

Charitable remainder trusts

Using Charitable Remainder Trusts to Reduce Capital Gains Rates vs Income Deduction Planning

By Jeremy | March 3, 2015 | 0

Charitable remainder unit trusts often are often recommended by professional advisors in situations involving clients who: 1) Are charitably inclined 2) Could use a significant income tax deduction to offset higher than normal taxable income in a given tax year or years. A typical design for this type of CRT might include: 1) A relatively…

Read More

Recent Posts

  • Contrasting 1031 Exchanges with Opportunity Zones
  • How to Implement Life Insurance Under a Fiduciary Standard
  • Using Charitable Remainder Trusts to Reduce Capital Gains Rates vs Income Deduction Planning
  • Qualified Longevity Annuity Contracts (QLAC)- The Treasury’s Effort to Ease Managing the Risk of Outliving Retirement Funds
  • 50 Years Historical Financial and Economic Data in One Spreadsheet with Illustrative Commentary

Categories

  • Charitable remainder trusts
  • income tax planning
  • Insurance Planning
  • Investments
  • Monetary Theory and Investments
  • Planned Giving
  • State Taxation
  • Taxation and Public Policy
  • Trust and Estate Planning
  • Uncategorized
  • Our Approach
  • Services
  • Bios
  • Contact
  • Blog
© 2015 Wealth Strategist Designs LLC. All Rights Reserved. | Design by Valari Solutions