Simply Wealth
audiobook (Unabridged) ∣ Comparing a Charitable Remainder Trust to a Self Directed Installment Sale
By Paula Straub

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If you are selling a highly appreciated asset such as real estate, a business, a collection or private stock shares you may be confused as to different capital gains tax strategies and how they compare. You may have attended a seminar given by an advisor or a charity and are trying to digest the material presented. Or, you may have heard about CRTs and are not sure who they are best suited for and may never have heard about a SDIS and who can benefit. This is a show you don’t want to miss. Paula gives examples of situations which benefit from each and dispels some misinformation which can get you into trouble with the IRS. She also continues her 7 part series “The 7 Most Common Capital Gains Tax Mistakes That Cost You a Lot of Money” with Mistake #6. To get the complete list, email Paula at simplywealthshow@gmail.com . Put “mistakes” in the subject line and include your name and return email. You can also call her direct at 760-917-0858 during business hours M-F, 8am to 5pm Pacific time for answers to your specific questions or unique situation.