Taxed Enough Already: Episode 4
Eliminate 99% of Capital Gains Tax with a C.E.R.P.
In this episode of Taxed Enough Already, our Founder Dan Nuwash covers Charitable Estate Replacement Plans (C.E.R.P.), an advanced and proprietary tax strategy that can; eliminate up to 99% of capital gains tax, provide an income tax deduction of 50%+ (with a 5 year carry forward), and provide a way to access tax free income from highly appraised assets, among many other tax and financial benefits.
Dan Nuwash is the Founder and Managing Partner of Finance For Thought and can be reached through our website.
Watch Taxed Enough Already here, on YouTube, Rumble, and listen to it on Apple Podcasts, Spotify, or anywhere you listen to your podcasts.
If you're interested in obtaining more information you can schedule a quick introductory Zoom meeting with one of our partners using the button below or contact our office.
More articles and videos over Charitable Estate Replacement Plans:
13 Minute Video Covering C.E.R.P.s in More Detail
Recorded Webinar: How to Eliminate 99% of Capital Gains Tax Using A C.E.R.P.
Original Article: Promising Assets to Charity is the #Goat of Tax Plays
Disclosures:
TAX- To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purposes of avoiding penalties that may be imposed by law. Each tax payer should seek tax, legal or accounting advice from a tax professional based on his/her individual circumstances.
TAXES- This material is for informational purposes only. Neither APFS nor its Representatives provide tax, legal or accounting advice. Please consult your own tax, legal or accounting professional before making any decisions.
Sources:
https://www.irs.gov/charities-non-profits/substantiating-charitable-contributions
https://www.irs.gov/charities-non-profits/private-foundations/charitable-trusts
https://www.irs.gov/credits-deductions/individuals/deducting-charitable-contributions-at-a-glance
https://www.nytimes.com/2012/02/08/opinion/the-zuckerberg-tax.html
https://www.irs.gov/pub/irs-pdf/p557.pdf
https://en.wikipedia.org/wiki/Capital_gains_tax
https://en.wikipedia.org/wiki/Premium_financing
https://www.irs.gov/individuals/net-investment-income-tax