Pass wealth to heirs with near-zero gift tax when rates are low.
Fund a CLAT: charity gets fixed annuity for N years, remainder to heirs. In low-§7520-rate environments, you can 'zero out' the gift-tax value while the assets outperform the hurdle, leaving substantial wealth to heirs completely tax-free.
Click Generate advisory deep dive for mechanics, IRC citations, a step-by-step execution plan, a worked numeric example on your profile, costs, risks, and this-week actions.
Multiply the $10M §1202 exclusion across multiple trusts.
4% corporate tax + 0% capital gains for bona fide residents.
Stack the $500K primary-home exclusion on top of a 1031 deferral.
Convert Traditional to Roth during sabbaticals or business-loss years.
Capitalize property taxes and interest on undeveloped land.
Deduct now, control forever, employ heirs.
Ordinary loss (not capital loss) on failed small biz — up to $100K.
Buy leveraged real estate inside your IRA — tax-deferred or tax-free.