EPISODE · May 22, 2026 · 10 MIN
Charitable Remainder Trusts: Tax-Efficient Strategy for Appreciated Assets
from A Smarter Way To Retire with Tony Leonardi, CFP® · host Anthony Leonardi
Tony Leonardi, CFP®, breaks down Charitable Remainder Trusts (CRTs) — an advanced planning strategy that may help individuals with appreciated assets potentially reduce capital gains taxes, generate lifetime income, and support charitable causes.In this episode, Tony walks through how CRTs work, shares a detailed example of a business owner comparing an outright sale versus using a CRT, and discusses important considerations including irrevocability and whether thisstrategy is a fit for your situation.This episode is designed for educational purposes. Any advanced planning strategy should be reviewed with your full advisory team.
What this episode covers
Tony Leonardi, CFP®, breaks down Charitable Remainder Trusts (CRTs) — an advanced planning strategy that may help individuals with appreciated assets potentially reduce capital gains taxes, generate lifetime income, and support charitable causes.In this episode, Tony walks through how CRTs work, shares a detailed example of a business owner comparing an outright sale versus using a CRT, and discusses important considerations including irrevocability and whether thisstrategy is a fit for your situation.This episode is designed for educational purposes. Any advanced planning strategy should be reviewed with your full advisory team.
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Charitable Remainder Trusts: Tax-Efficient Strategy for Appreciated Assets
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