Description

How to Sell Real Estate without Paying Capital Gains Taxes – An Alternative to 1031 Exchanges

Is your client holding off from selling their real estate because they cannot find a good replacement property? This talk can help you motivate clients to sell their property and save taxes!

In this talk, we will discuss:

1. Using a Charitable Remainder Trust to sell Appreciated Real Estate.
2. Generate tax efficient income passively.
3. Receiving a large tax deduction from a sale; or
4. Receiving the largest possible amount from a sale tax free.

A Charitable Remainder Trust can be a great way to sell real estate. There are many benefits to using a CRT, such as avoiding capital gains taxes and getting a tax deduction instead of paying tax.

Charitable Remainder Trusts are a form of tax-deferred account, much like an IRA, that are designed to incentivize selling real estate in exchange for significant tax benefits, tax deferral and the ability to lower your tax rate via income smoothing and even income deferral.

Meet our speaker! - Kevin L. Von Tungeln, Esq., Managing Partner, Attorney, Thompson | Von Tungeln

Kevin L. Von Tungeln has more than 30 years of legal experience. He is Board Certified as a Specialist in Estate Planning, Trust and Probate Law by the State Bar of California Board of Legal Specialization.

Mr. Von Tungeln received his B.S. Electrical Engineering degree from New Mexico State University (1987) and his J.D. degree from the University of New Mexico (1990) where he was a member of the New Mexico Law Review. He is admitted to practice law in California, the District of Columbia, in the U.S. District Courts for the Central and Eastern Districts of California and before the U.S. Court of Appeals 9th Circuit and the U.S. Supreme Court.

Mr. Von Tungeln has decades of experience in helping property owners sell highly appreciated property without paying taxes.