Thinking of exiting real estate but dreading the capital gains tax? In this episode of the Equity Advantage podcast, we sit down with charitable planning expert Lon Dufek (CFP®, CPA) to explore how a Charitable Remainder Trust (CRT) can be a powerful exit strategy — especially for those tired of managing property or not interested in a 1031 exchange.

Topics Covered:

• What is a Charitable Remainder Trust (CRT)?
  
  
• CRT vs. 1031 Exchange: Key Differences
  
  
• How CRTs help you avoid capital gains tax
  
  
• Real-life case study: Turning $500K into $2M in benefits
  
  
• Using appreciated assets (real estate, stocks, crypto, antique autos) in a CRT
  
  
• How to ensure your children aren’t disinherited

🔗 Contact Lon Dufek:
📧 [email protected]
📞 (503) 267-9702

🌐 Learn more at www.1031exchange.com
📞 Call us at: 800-735-1031

👉 Don't forget to like, comment, and subscribe for more expert guidance on investment property strategies and tax-deferral solutions!

Send a text

Thanks for listening! Subscribe to get all of the latest tax news and information.