EPISODE · Jun 11, 2026 · 15 MIN
Save Taxes & Create Income With Charitable Remainder Trusts
from The Wealth Cafe · host Caroline Tanis
Have you been holding on to certain assets for decades because of a fear of incurring capital gains taxes? Well, then this is the episode for you! On this episode of The Wealth Cafe, we aim to help you better understand the Charitable Remainder Trusts, which in the long run could help you sell some of those highly appreciated assets, while all together avoiding certain taxation by making charitable donations. Whether your assets are tied to the market, real estate, or something in between we encourage you and your loved ones to listen in as we help walk you through how Charitable Remainder Trusts could help you increase income, while also making a meaningful difference in your community. What we’ll cover:✅ How Charitable Remainder Trusts work.✅ Avoiding capital gains taxes. ✅ Benefits of charitable tax deductions.✅ Real-life examples. The biggest takeaway from this episode is that in this instance doing good and profiting from it can be symbiotic. Supporting organizations and leaving a lasting legacy on them through these Charitable Remainder Trusts can be extremely advantageous from a taxation standpoint, as well as a community standpoint. We highly encourage you to go through your portfolio, as well as charities you’d like to support, and then meet with your financial team to see if a Charitable Remainder Trust is right for your specific situation.☕️For more tips and advice, make sure to subscribe to the show so you don't miss an episode!🔍INSTAGRAM: / / https://www.instagram.com/tanisfingroup/ LINKEDIN: / / https://www.linkedin.com/in/caroline-tanis/ YOUTUBE: / / https://www.youtube.com/channel/UCHxRZmUZwZVHD4ihCu2iK-w BLOG: / / https://tanisfingroup.com/blog/ ------------🔗CONNECTWebsite: https://tanisfingroup.com/ Email: [email protected]
What this episode covers
Have you been holding on to certain assets for decades because of a fear of incurring capital gains taxes? Well, then this is the episode for you! On this episode of The Wealth Cafe, we aim to help you better understand the Charitable Remainder Trusts, which in the long run could help you sell some of those highly appreciated assets, while all together avoiding certain taxation by making charitable donations. Whether your assets are tied to the market, real estate, or something in between we ...
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Save Taxes & Create Income With Charitable Remainder Trusts
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