Sell appreciated assets tax-free + get lifetime income + charitable deduction.
Contribute appreciated stock/real estate to a CRT: no cap-gains tax on sale inside trust, receive 5–8% lifetime annuity, get immediate charitable deduction, remainder to charity.
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Borrow against cash-value life insurance at guaranteed rates.
Deduct 60–80% of working-interest investment in year 1.
Insure your own business risks — premiums are deductible.
Hedge funds + alternative assets inside a tax-free wrapper.
Deduct now at FMV, grant to charity later — skip cap gains.
Lock in the $13.6M estate exemption before 2026 sunset.
Transfer appreciation to heirs with near-zero gift tax.
Freeze estate value + shift appreciation with tax-free note interest.