Creative Capital Podcast 388: Front Loaded Deductions From Donor-Advised Funds with David Wilson
About this episode
David Wilson discusses strategies for maximizing tax deductions through donor-advised funds and capital gains management.
What if you could sell a business or a building and legally keep more of the upside? In this episode, David Wilson pulls back the curtain on practical, battle-tested strategies from donor-advised funds that front-load deductions to the often-missed QSBS play that can zero-out $10M–$15M of capital gains (per shareholder!) when structured right. No hype, just the frameworks sophisticated investors actually use. Listen now to hear the exact sequencing David recommends for exits without a 1031. How to connect with David Wilson: Website : https://sincerusadv.com/ LinkedIn : David Wilson How to connect with Joshua Ferrari: Website : Ferrari Capital Facebook: Joshua Ferrari LinkedIn: Joshua Ferrari
People in this episode
Host: Joshua Ferrari
Guest: David Wilson
Topics covered
- donor-advised funds
- capital gains
- business exit strategies
- QSBS
- tax deductions
Keywords
- donor-advised funds
- capital gains
- QSBS
- tax strategies
- business exit
Mentioned in this episode
Organizations: Ferrari Capital, Sincerus Advisors
More episodes of Creative Capital
- Creative Capital Podcast 387: How to Control $10M Deals With Just 5% Down with Blake Rodgers
- Creative Capital Podcast 386: From Rock Bottom to $100K/Month: How Quentin West Hacked Airbnb Without Owning Real Estate
- Creative Capital Podcast 385: Elon Musk bought one... The U.S. military ordered 150 with Galiano Tiramani
- Creative Capital Podcast 384: From Mentee to 400 units in 2 Years with Leo Young
- Creative Capital Podcast 383: No Rent, No Rules, No Problem! Inside Real Estate's Dark Side with Mark Shuler
- Creative Capital Podcast 382: 30A Beach Homes, NFL Investors, and Luxury Market Secrets with Brooke Kromer
Explore listener stats, chart rankings, contacts and more on the Creative Capital podcast page.