Deduct now at FMV, grant to charity later — skip cap gains.
Contribute appreciated stock/crypto to a DAF: immediate FMV deduction (up to 30% AGI), zero cap-gains tax, and grant to charities over years. Great in high-income or liquidity-event years.
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.
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.
Sell appreciated assets tax-free + get lifetime income + charitable deduction.
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.