Creative Capital

Creative Capital Podcast 388: Front Loaded Deductions From Donor-Advised Funds with David Wilson


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What if you could sell a business or a building and legally keep more of the upside? In this episode, David Wilson pulls back the curtain on practical, battle-tested strategies from donor-advised funds that front-load deductions to the often-missed QSBS play that can zero-out $10M–$15M of capital gains (per shareholder!) when structured right. No hype, just the frameworks sophisticated investors actually use.

Listen now to hear the exact sequencing David recommends for exits without a 1031.

How to connect with David Wilson:

  • Website: https://sincerusadv.com/
  • LinkedIn: David Wilson

How to connect with Joshua Ferrari:

  • Website: Ferrari Capital
  • Facebook: Joshua Ferrari
  • LinkedIn: Joshua Ferrari
...more
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Creative CapitalBy Ferrari Capital

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