Free cost segregation, 179D and R&D analysis. No obligation, and I'll tell you if a study won't pay for itself.

Most People Shouldn't Use a Charitable Remainder Trust #taxstrategy #realestate

A charitable remainder trust isn't for most people, and here is who it tends to fit.

You own property worth a lot more than you paid. It's free of debt or close to it. You'd sell in the next year or two anyway. You want income for life or a set term. You already give to charity, and you're comfortable with a decision you can't undo.

From The Tax Strategy Playbook.

Full episode: https://taxstrategyplaybook.com

No-cost analysis through CSSI: https://calendly.com/david-wiener/cs or 770-224-8504 x2

David's website: https://davidhwiener.com

This is educational content, not tax advice for your situation. Talk to your tax professional.

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