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Tax-Saving Tips: Maximizing Wealth with Non-Operating Foundations - KC Chohan #6106

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Manage episode 429496310 series 1401217
Content provided by Kerry Lutz. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Kerry Lutz or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Kerry Lutz and KC Chohan discussed wealth generation and tax strategies, focusing on the use of private non-operating family foundations to pass on wealth generationally and minimize taxes. Chohan explained the different types of nonprofits and how high net worth individuals can retain control of their donated funds while still benefiting from tax deductions. He also highlighted the flexibility and advantages of using foundations to invest in assets and real estate, as well as the tax benefits they offer, including property tax exemptions and lower capital gains tax rates. The conversation provided valuable information for high net worth individuals seeking to optimize their financial strategies. Find KC here: togethercfo.com Find Kerry here: FSN and here: inflation.cafe
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1807 episodes

Artwork
iconShare
 
Manage episode 429496310 series 1401217
Content provided by Kerry Lutz. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Kerry Lutz or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Kerry Lutz and KC Chohan discussed wealth generation and tax strategies, focusing on the use of private non-operating family foundations to pass on wealth generationally and minimize taxes. Chohan explained the different types of nonprofits and how high net worth individuals can retain control of their donated funds while still benefiting from tax deductions. He also highlighted the flexibility and advantages of using foundations to invest in assets and real estate, as well as the tax benefits they offer, including property tax exemptions and lower capital gains tax rates. The conversation provided valuable information for high net worth individuals seeking to optimize their financial strategies. Find KC here: togethercfo.com Find Kerry here: FSN and here: inflation.cafe
  continue reading

1807 episodes

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