Guided Path 7-5 Charitable Giving Meets Exit Planning

If you plan to exit your business soon and are charitably inclined, you may have untapped tax-saving opportunities!

In this episode, Zacc Call and Laura Hadley discuss tax-efficient charitable giving strategies for business owners planning to exit their businesses. They specifically share ways to leverage donor-advised funds (DAF) and charitable remainder trusts to reduce capital gains tax and maximize your tax deductions.

Zacc and Laura discuss:

• How income from selling a business is taxed in the U.S.
• How a complex asset donation works (structure, timeline, associated costs, etc.)
• DAFs vs. charitable remainder trusts — finding which strategy is right for you
• Different types of professionals you should consult for tax-efficient charitable giving and exit planning
• And more

Resources:

• Guided Path 7-1 Charitable Giving: Donating Cash vs. Stocks
• Guided Path 7-2 Timing Your Charitable Giving 
• Guided Path 7-3 Qualified Charitable Distributions
• Guided Path 7-4 Donor-Advised Funds
• Guided Path 6-4 Exiting Your Business From A Legal Standpoint

Connect with Capita Financial Network:

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• Capita Financial Network
• LinkedIn: Zaccary Call 
• LinkedIn: Laura Hadley
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