EPISODE · May 27, 2025 · 21 MIN
Help Your Favorite Charity and Bypass Capital Gain
from The 1031 Exchange Brothers · host David Moore
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 DifferencesHow CRTs help you avoid capital gains taxReal-life case study: Turning $500K into $2M in benefitsUsing appreciated assets (real estate, stocks, crypto, antique autos) in a CRTHow 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 us Fan MailThanks for listening! Subscribe to get all of the latest tax news and information.
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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 ...
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Help Your Favorite Charity and Bypass Capital Gain
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