Tax Spot

Maximize Your Tax Savings: Explore Leveraged Charitable Deductions (LCD) This Tax Planning Season

Tax Planning Season is here, and for the discerning investor, it’s the perfect time to explore advanced strategies.  While many HNWIs engage in ongoing tax planning, there is always room for optimization.  Enter Leveraged Charitable Deductions (LCD).

An LCD provides accredited investors the opportunity to acquire a membership interest in valuable tangible and intangible property below market value.  By donating this property, you can potentially deduct up to 50% of your Adjusted Gross Income.

With a leveraging potential of 4:1 to 5:1, this strategy can significantly reduce current-year taxable income.  Contact us for more information on this opportunity and enhance your tax strategy.

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