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Help Your Favorite Charity and Bypass Capital Gain

Help Your Favorite Charity and Bypass Capital Gain

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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

  • Real-life case study: Turning $500K into $2M in benefits

  • Using appreciated assets (real estate, stocks, crypto, antique autos) in a CRT

  • How to ensure your children aren’t disinherited


🔗 Contact Lon Dufek:
📧 lon.dufek@gmail.com
📞 (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!

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