Sold your business—or planning to? Don’t lose up to a third of your hard-earned sale to taxes.
In this powerful episode of Optimize Your Retirement, father-son team Daniel and Raz Razvi share how a dentist lost over $1 million in unnecessary taxes after selling his $3 million practice...and how it could have been avoided. Whether you're a business owner, property investor, or someone sitting on appreciated stock, this episode breaks down legal, strategic tools like Charitable Remainder Trusts (CRUTs), Donor Advised Funds, and 1031 exchanges that can potentially save you hundreds of thousands of dollars in capital gains taxes.
In this episode:
- What a CRUT is and how it can defer capital gains + create income for life
- How a Donor Advised Fund compares—and who it’s right for
- Why timing matters: why the strategy must be in place before the sale
- How to use a 1031 exchange for appreciated real estate (and when not to)
- How wealthy families use family foundations to give charitably—and teach the next generation
- The difference between legal tax strategies and shady TikTok “hacks”
- What to do if you want to give to charity but keep more income and control now
Selling a business, property, or stock? Don’t make a move without talking to a fiduciary tax attorney. Schedule a free consultation at RiskFeesTaxes.com
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Book a Free Meeting with Daniel and Raz
For More Information: Higher Ground Financial Group
Contact Us at 1-888-263-4434 (888-263-HGFG)
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About the Show & Hosts:
Hosted by Tax Attorney Daniel Razvi & Imran "Raz" Razvi.
The father and son team has a passion for guiding people toward financial freedom by helping individuals understand and reduce the three biggest retirement killers: risk, fees & taxes.
Daniel and Imran are the founders of Higher Ground Financial Group. HGFG aims to provide clients with only the highest quality information, services, and products to help them reach their financial goals.
14 分