Deduct now, control forever, employ heirs.
Fund a private foundation with appreciated assets: get immediate 30% AGI deduction (fair-market value, no cap gains). Family serves on the board with reasonable compensation. 5% annual grant requirement — but the other 95% keeps compounding under family control across generations.
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.
Ordinary loss (not capital loss) on failed small biz — up to $100K.
Buy leveraged real estate inside your IRA — tax-deferred or tax-free.
Sold on seller finance? Sell the note for immediate liquidity.