Pay zero taxes when you sell your shares, ETFs, and other public equities
That's the magic of tax-advantaged planning.
With a Charitable Remainder Trust, you can defer 100% of the capital gains taxes you'd otherwise owe when you sell. Reinvest those savings and watch your money grow faster.
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Our crypto clients earn 90% greater returns with trust planning
TESLA OPTIONS
A New Jersey client saved $1.1 million in state and federal taxes on the exercise and sale of long-held TSLA call options
APPLE STOCK
A retired Virginia couple wrote off 100% of the income from the sale of $12 million of AAPL, which they had held since 2003
NVIDIA STOCK
A senior Silicon Valley sales executive eliminated $350,000 in taxes on the sale of about $1 million of NVDA
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