Скачать
Save $1 Million in Taxes: How to Legally Avoid Paying Taxes
Автор: Guerra Wealth Advisors
Загружено: 2025-02-26
Просмотров: 25325
Описание:
In this case study, Wealth advisor Sebastian Guerra discusses a tax-saving strategy Charitable Remainder Trust (CRT). He illustrates the strategy with Melissa's case, a 60-year-old real estate manager who inherited a $6 million property.
If Melissa sells the property, she faces significant tax liabilities: $200,000 in depreciation recapture tax, $1.16 million in capital gains tax, and an additional $220,000 in net investment income tax, totaling $1.58 million.
Sebastian suggests using a CRT to avoid these taxes by donating the property to the trust, which then distributes the sale proceeds over time, with a portion eventually going to charity. This strategy can save over a million dollars in taxes if properly implemented.
======================= 🔗 Connect with us → https://guerrawealth.com/contact-us/
and on Guerra Wealth Advisors' YouTube Channel → @GuerraWealthAdvisors
📩 Text “MONEY” to 786-807-7001 to download The 125-pt Tax Strategy Checklist for free
_ _
⏱Timestamps:⏱
00:00 - Intro
00:55 - The client's finances
2:45 - Tax consequences of selling her property
3:56 - Depreciation recapture tax
4:44 - Capital gains tax
5:57 - Total tax consequences
6:21 - Why she didn’t use the 1031 exchange strategy
9:00 - How a charitable remainder trust works
9:36 - Drafting the trust and distribution plan
11:19 - Donating the property into the trust
13:38 - Paying capital gains tax on distributed funds
14:33 - Donating funds to charity when distribution plan ends
16:14 - Takeaways
We are an independent financial advisory firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Securities offered through Guerra Advisory Services, a Registered Investment Adviser firm, registered with the U.S. Securities and Exchange Commission (SEC).
View our YouTube Disclaimer Policy here: https://guerrawealth.com/privacy-policy/
Развернуть
Доступные форматы для скачивания:
Похожие видео
array(20) {
["G2nzFfVDBoU"]=>
object(stdClass)#7753 (5) {
["video_id"]=>
int(9999999)
["related_video_id"]=>
string(11) "G2nzFfVDBoU"
["related_video_title"]=>
string(30) "The 6 Biggest Retirement Risks"
["posted_time"]=>
string(27) "8 месяцев назад"
["channelName"]=>
NULL
}
["wjZofJX0v4M"]=>
object(stdClass)#7765 (5) {
["video_id"]=>
int(9999999)
["related_video_id"]=>
string(11) "wjZofJX0v4M"
["related_video_title"]=>
string(148) "LLM и GPT - как работают большие языковые модели? Визуальное введение в трансформеры"
["posted_time"]=>
string(19) "1 год назад"
["channelName"]=>
NULL
}
["dhb3i7BJbNI"]=>
object(stdClass)#7750 (5) {
["video_id"]=>
int(9999999)
["related_video_id"]=>
string(11) "dhb3i7BJbNI"
["related_video_title"]=>
string(126) "🌿 Секрет, который УСКОРЯЕТ! Укоренение в воде — биологический метод"
["posted_time"]=>
string(25) "2 недели назад"
["channelName"]=>
NULL
}
["PwH04-nFSDw"]=>
object(stdClass)#7762 (5) {
["video_id"]=>
int(9999999)
["related_video_id"]=>
string(11) "PwH04-nFSDw"
["related_video_title"]=>
string(81) "Армия смерти Гитлера: Дас Райх — БЕЗ ЦЕНЗУРЫ"
["posted_time"]=>
string(25) "4 недели назад"
["channelName"]=>
NULL
}
["gd-lc2GQkbI"]=>
object(stdClass)#7745 (5) {
["video_id"]=>
int(9999999)
["related_video_id"]=>
string(11) "gd-lc2GQkbI"
["related_video_title"]=>
string(52) "How to Retire: Prioritize Tax Planning in Retirement"
["posted_time"]=>
string(19) "1 год назад"
["channelName"]=>
NULL
}
["zkRpwGpY1C8"]=>
object(stdClass)#7758 (5) {
["video_id"]=>
int(9999999)
["related_video_id"]=>
string(11) "zkRpwGpY1C8"
["related_video_title"]=>
string(141) "Налоговая стратегия «Купи, займи, умри»: как больше никогда не платить налоги"
["posted_time"]=>
string(19) "1 год назад"
["channelName"]=>
NULL
}
["DmF5Qv8GVnY"]=>
object(stdClass)#7739 (5) {
["video_id"]=>
int(9999999)
["related_video_id"]=>
string(11) "DmF5Qv8GVnY"
["related_video_title"]=>
string(61) "1031 Exchange Explained: A Real Estate Strategy For Investors"
["posted_time"]=>
string(21) "3 года назад"
["channelName"]=>
NULL
}
["aQ_1FZQSWbs"]=>
object(stdClass)#7759 (5) {
["video_id"]=>
int(9999999)
["related_video_id"]=>
string(11) "aQ_1FZQSWbs"
["related_video_title"]=>
string(58) "I have $1 Million: How Should I Invest It Before I Retire?"
["posted_time"]=>
string(28) "10 месяцев назад"
["channelName"]=>
NULL
}
["7DoANTrnu40"]=>
object(stdClass)#7747 (5) {
["video_id"]=>
int(9999999)
["related_video_id"]=>
string(11) "7DoANTrnu40"
["related_video_title"]=>
string(75) "2 Ways to Make Tax Planning in Retirement Easier! (A Must-Have Tax Roadmap)"
["posted_time"]=>
string(21) "2 года назад"
["channelName"]=>
NULL
}
["9fw5s_hDdcw"]=>
object(stdClass)#7764 (5) {
["video_id"]=>
int(9999999)
["related_video_id"]=>
string(11) "9fw5s_hDdcw"
["related_video_title"]=>
string(45) "TOP 9 TAX DEDUCTIONS For Your RENTAL PROPERTY"
["posted_time"]=>
string(19) "1 год назад"
["channelName"]=>
NULL
}
["Z46yffkvSMM"]=>
object(stdClass)#7751 (5) {
["video_id"]=>
int(9999999)
["related_video_id"]=>
string(11) "Z46yffkvSMM"
["related_video_title"]=>
string(95) "Fireside Chat with Michael Ovitz and Ali Hamed, Treville Capital Group | Global Alts Miami 2025"
["posted_time"]=>
string(27) "9 месяцев назад"
["channelName"]=>
NULL
}
["6ekqfL_LABY"]=>
object(stdClass)#7761 (5) {
["video_id"]=>
int(9999999)
["related_video_id"]=>
string(11) "6ekqfL_LABY"
["related_video_title"]=>
string(116) "Уникальная немецкая кинохроника штурма Брестской крепости (1941)"
["posted_time"]=>
string(23) "1 месяц назад"
["channelName"]=>
NULL
}
["7xZIZnMUbZU"]=>
object(stdClass)#7743 (5) {
["video_id"]=>
int(9999999)
["related_video_id"]=>
string(11) "7xZIZnMUbZU"
["related_video_title"]=>
string(160) "АДВОКАТ: Как помешать полицейским использовать эту новую технологию для слежки за вами"
["posted_time"]=>
string(25) "2 недели назад"
["channelName"]=>
NULL
}
["XKSUnuzS9qI"]=>
object(stdClass)#7744 (5) {
["video_id"]=>
int(9999999)
["related_video_id"]=>
string(11) "XKSUnuzS9qI"
["related_video_title"]=>
string(105) "Налоги RRSP, ловушки TFSA и возврат средств OAS | Retirement Unpacked Ep. 009"
["posted_time"]=>
string(25) "2 недели назад"
["channelName"]=>
NULL
}
["M21Z6_K_sbI"]=>
object(stdClass)#7741 (5) {
["video_id"]=>
int(9999999)
["related_video_id"]=>
string(11) "M21Z6_K_sbI"
["related_video_title"]=>
string(88) "How to Avoid Capital Gains Tax When Selling Real Estate (2023) - 121 Exclusion Explained"
["posted_time"]=>
string(21) "2 года назад"
["channelName"]=>
NULL
}
["YaGutYbwBE8"]=>
object(stdClass)#7742 (5) {
["video_id"]=>
int(9999999)
["related_video_id"]=>
string(11) "YaGutYbwBE8"
["related_video_title"]=>
string(54) "How to LEGALLY Pay 0% Capital Gains Tax on Real Estate"
["posted_time"]=>
string(21) "2 года назад"
["channelName"]=>
NULL
}
["xKI2UufBLuI"]=>
object(stdClass)#7730 (5) {
["video_id"]=>
int(9999999)
["related_video_id"]=>
string(11) "xKI2UufBLuI"
["related_video_title"]=>
string(165) "НОВИНКА! - Может ли прирост капитала переместить меня в более высокую налоговую категорию?"
["posted_time"]=>
string(19) "1 год назад"
["channelName"]=>
NULL
}
["WlqYhER9Dd8"]=>
object(stdClass)#7731 (5) {
["video_id"]=>
int(9999999)
["related_video_id"]=>
string(11) "WlqYhER9Dd8"
["related_video_title"]=>
string(57) "Real Estate Investing For Beginners - Ultimate Guide 2024"
["posted_time"]=>
string(19) "1 год назад"
["channelName"]=>
NULL
}
["ODLgbT4Zt3w"]=>
object(stdClass)#7737 (5) {
["video_id"]=>
int(9999999)
["related_video_id"]=>
string(11) "ODLgbT4Zt3w"
["related_video_title"]=>
string(79) "Carlos Rosso’s $2 Billion Midtown Miami Project & Luxury Condo Career Journey"
["posted_time"]=>
string(27) "5 месяцев назад"
["channelName"]=>
NULL
}
["Zn8W69gDQnI"]=>
object(stdClass)#7738 (5) {
["video_id"]=>
int(9999999)
["related_video_id"]=>
string(11) "Zn8W69gDQnI"
["related_video_title"]=>
string(104) "Radosław Sikorski: Jednych ojczyzna zapamięta jako patriotów, innych - jako pętaków | Przemówienie"
["posted_time"]=>
string(24) "11 часов назад"
["channelName"]=>
NULL
}
}
The 6 Biggest Retirement Risks
LLM и GPT - как работают большие языковые модели? Визуальное введение в трансформеры
🌿 Секрет, который УСКОРЯЕТ! Укоренение в воде — биологический метод
Армия смерти Гитлера: Дас Райх — БЕЗ ЦЕНЗУРЫ
How to Retire: Prioritize Tax Planning in Retirement
Налоговая стратегия «Купи, займи, умри»: как больше никогда не платить налоги
1031 Exchange Explained: A Real Estate Strategy For Investors
I have $1 Million: How Should I Invest It Before I Retire?
2 Ways to Make Tax Planning in Retirement Easier! (A Must-Have Tax Roadmap)
TOP 9 TAX DEDUCTIONS For Your RENTAL PROPERTY
Fireside Chat with Michael Ovitz and Ali Hamed, Treville Capital Group | Global Alts Miami 2025
Уникальная немецкая кинохроника штурма Брестской крепости (1941)
АДВОКАТ: Как помешать полицейским использовать эту новую технологию для слежки за вами
Налоги RRSP, ловушки TFSA и возврат средств OAS | Retirement Unpacked Ep. 009
How to Avoid Capital Gains Tax When Selling Real Estate (2023) - 121 Exclusion Explained
How to LEGALLY Pay 0% Capital Gains Tax on Real Estate
НОВИНКА! - Может ли прирост капитала переместить меня в более высокую налоговую категорию?
Real Estate Investing For Beginners - Ultimate Guide 2024
Carlos Rosso’s $2 Billion Midtown Miami Project & Luxury Condo Career Journey
Radosław Sikorski: Jednych ojczyzna zapamięta jako patriotów, innych - jako pętaków | Przemówienie