We’ll help you defer or eliminate the tax on your capital gains

A CRUT is a tax-exempt structure that is well suited for individuals with high appreciated assets they have not yet sold. It allows you to defer the taxes you would otherwise pay when selling an asset, reinvest and grow those assets pre-tax inside a trust until you pull out money from the trust. At the end of the trust term, a portion is donated to a charitable organization.

Sell appreciated assets tax-deferred, receive income, and donate what’s left to charity at the end of the trust term.

QSBS refers to equity in a company that meets specific criteria under the tax code, allowing startup founders, employees, investors and business owners to exclude up to $10 million or 10x the cost basis of an asset of capital gains from federal (and most state) taxes.

Stock that may qualify for up to $10M in capital gains exclusions—ideal for startup founders, employees, and early investors.

A CLAT is a tax-advantaged structure designed for individuals with highly appreciated assets they have already sold. It allows you to reduce or offset capital gains taxes by contributing funds to the trust, which makes fixed annual payments to a charitable organization for a set period. At the end of the trust term, the remaining assets are distributed to your chosen beneficiaries, potentially with significant tax savings.

Donates annual income to charity while preserving the remainder for your heirs—ideal for offsetting capital gains on sold assets.