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  • What Is QSBS And What Does It Mean For You? With the Qualified Small Business Stock Exemption, you could pay zero taxes on the sale of $10 million of equity — and protect more with advanced planning. …more.

  • Double Your QSBS Exemption (Or More) With Trust Stacking. The $10 million QSBS exemption is the best tax break around for startup founders and early employees. With QSBS stacking, you can protect millions more. …more.

  • Maximizing QSBS for $500m Tax Free. The QSBS exemption is usually limited to $10 million. But with planning, startup founders and employees could earn $500m or more tax free. …more.

  • Comparing Tax Deferral Strategies: CRUT, Opportunity Zone, & Exchange Fund. You can defer capital gain taxes with a Charitable Remainder Trust, Opportunity Zone, or Exchange Fund. CRTs get the best returns. Which is right for you? …more.

  • Exchange Funds: An Alternative Tax Strategy For Public Equities. Exchange Funds can help you reduce a concentrated stock position, invest in a diversified portfolio of assets, and put off capital gains taxes …more.

  • Charitable Remainder Annuity Trusts (CRAT) Overview. Learn how Charitable Remainder Annuity Trusts (CRATs) work, how much you could save in taxes, and when they are a good choice — and when they are not …more.

  • CRUTs vs CRATs – Why CRUTs Have a Higher Return Charitable Remainder Annuity Trusts (CRATs) and Unitrusts (CRUTs) are valuable tax-saving tools. CRUTs tend to have higher returns and greater liquidity …more.

  • How are my Charitable Remainder Trust distributions taxed? How are you taxed on the distributions you receive from a Charitable Remainder Trust? Trust accounting is complex, but we’ve got you covered. …more.

  • Charitable Remainder Trusts Are More Flexible Than You Think. You might be concerned that your money will be locked up for a long time if you use a CRT. In reality, charitable trusts are more flexible than you’d think. …more.

  • Charitable Remainder Trusts: A More Flexible IRA. CRUTs are like a popular tax planning tool, the IRA, but even better: There’s no contribution limit and you can withdraw money well before retirement. …more.

  • Defer Your Taxes With A Charitable Remainder Trust. Charitable Remainder Trusts have been called “the most powerful — but simple — tool in the tax-planning toolbox.” Learn more about how a CRT can help you. …more.

  • Charitable Remainder Annuity Trusts (CRAT) Overview. Learn how Charitable Remainder Annuity Trusts (CRATs) work, how much you could save in taxes, and when they are a good choice — and when they are not…more.

  • CRUTs vs CRATs – Why CRUTs Have a Higher Return. Charitable Remainder Annuity Trusts (CRATs) and Unitrusts (CRUTs) are valuable tax-saving tools. CRUTs tend to have higher returns and greater liquidity…more.

  • How are my Charitable Remainder Trust distributions taxed? How are you taxed on the distributions you receive from a Charitable Remainder Trust? Trust accounting is complex, but we’ve got you covered…more.

  • Charitable Remainder Trusts Are More Flexible Than You Think. You might be concerned that your money will be locked up for a long time if you use a CRT. In reality, charitable trusts are more flexible than you’d think…more.

  • Charitable Remainder Trusts: A More Flexible IRA. CRUTs are like a popular tax planning tool, the IRA, but even better: There’s no contribution limit and you can withdraw money well before retirement…more.

  • Defer Your Taxes With A Charitable Remainder Trust Charitable Remainder Trusts have been called “the most powerful — but simple — tool in the tax-planning toolbox.” Learn more about how a CRT can help you…more.

  • Which Assets Are Not Recommended For A Charitable Remainder Trust. The prudent investor rule and prohibition on self dealing put some minor constraints on CRTs. We’ll explain how to optimize your CRT investment strategy…more.

  • Which Assets Are A Good Fit For A Charitable Remainder Trust. Fund your CRUT with assets that are likely to grow a lot soon, then reinvest the same way you would have in a regular taxable account. We’ll show you how…more.

  • Passing On The Assets In A Lifetime CRT. With a Wealth Replacement Trust, you can defer capital gain taxes, guarantee an income stream, and ensure that your money eventually goes to your family…more.

  • The Standard Charitable Remainder Trust: How Does It Work? A standard CRUT is the simplest charitable remainder trust. It’s tax exempt, allows you to give to charity, and offers consistent annual distributions…more.

  • How Long Do Our Charitable Remainder Trusts Last? Our trusts are state of the art. We help you create a plan that maximizes your trust’s tax and estate planning benefits while hedging the downside risks…more.

  • Which Assets Are Not Recommended For A Charitable Remainder Trust. The prudent investor rule and prohibition on self dealing put some minor constraints on CRTs. We’ll explain how to optimize your CRT investment strategy…more.

  • Which Assets Are A Good Fit For A Charitable Remainder Trust? Fund your CRUT with assets that are likely to grow a lot soon, then reinvest the same way you would have in a regular taxable account. We’ll show you how…more.

  • How does the Tax Deduction in Charitable Remainder Trusts work? When you put assets into a Charitable Remainder Trust, you can capture a tax deduction worth 10% or more of the value of the assets. Here’s how we can help…more.

  • The NIMCRUT: How Does It Work? A NIMCRUT allows you to defer withdrawals and put off taxes for longer. It can lead to greater returns with the benefits of additional tax-free compounding…more.

  • Lifetime and Term Trusts: The Tradeoffs. The advantage of a trusts is simple: The longer your money grows tax free, the bigger your gains. Lifetime trusts give you more time to let that happen…more.

  • Preparing for an IPO – Tax Deferral Strategies. IPOs are exciting, but the taxes can be huge. Here’s how you can minimize your tax exposure and maximize your hard-earned gains by leveraging Charitable Trusts…more.

  • Comparing the Charitable Remainder Trusts. We offer three types of Charitable Remainder Trust: a Standard CRUT, NIMCRUT, and Flip CRUT. Here’s how to choose the right one for your situation…more.

  • The Up-Front CRUT Tax Deduction. When you put assets into a Charitable Remainder Trust, you can capture a tax deduction worth 10% or more of the value of the assets. Here’s how we can help…more.

  • How Are My Charitable Remainder Trust Distributions Taxed? How are you taxed on the distributions you receive from a Charitable Remainder Trust? Trust accounting is complex, but we’ve got you covered…more.

  • The Flip CRUT: How Does It Work. With a Flip CRUT, you can plan to capture the short-term distribution flexibility of the NIMCRUT and the long-term consistency of the Standard CRUT…more.

  • The NIMCRUT: How Does It Work. A NIMCRUT allows you to defer withdrawals and put off taxes for longer. It can lead to greater returns with the benefits of additional tax-free compounding…more.

  • The Standard Charitable Remainder Trust: How Does It Work. A standard CRUT is the simplest charitable remainder trust. It’s tax exempt, allows you to give to charity, and offers consistent annual distributions…more.

  • Lifetime and Term Charitable Trusts: The Tradeoffs. The advantage of a trusts is simple: The longer your money grows tax free, the bigger your gains. Lifetime trusts give you more time to let that happen…more.

  • Comparing the Charitable Remainder Trusts. We offer three types of Charitable Remainder Trust: a Standard CRUT, NIMCRUT, and Flip CRUT. Here’s how to choose the right one for your situation…more.

  • How Long Do Our Trusts Last? Our trusts are state of the art. We help you create a plan that maximizes your trust’s tax and estate planning benefits while hedging the downside risks…more.

  • Startup Employees: Defer Taxes On Equity With A Charitable Remainder Trust. A founder or early employee planning for a $5 million exit could earn an extra $8 million or more over her lifetime with a Charitable Remainder Trust…more.

  • Startup Employees: Defer Taxes On Secondaries With A Charitable Remainder Trust. A founder or early employee planning for a $500,000 secondary sale could earn an extra $1.1 million over her lifetime with a Charitable Remainder Trust.

  • Founders: Defer Your Taxes With A Charitable Remainder Trust. A founder expecting a $30 million exit could earn about $36 million more if they put their shares into a Charitable Remainder Trust before selling…more.

  • Reduce Taxes On Your Small Business Sale With A Trust. Small-business owners can defer taxes and earn 50% greater returns on the sale of their business with a Charitable Remainder Trust…more.

  • How to Prepare for a Secondary Sale – Tax Deferral Strategies for Startup Shares. With proper planning, you could earn an additional 70% return on the earnings from you secondary sale of startup equity with a tax-advantaged trust…more.

  • How To Avoid Capital Gains Tax On Stock Sales. Minimize your capital gains liability on stock by reinvesting, setting up a CRT, or holding on to your equities for as long as possible…more.

  • Founders: Defer Taxes On Secondaries With A Charitable Remainder Trust. A founder expecting a $10 million secondary could earn about $14 million more if they put their shares into a Charitable Remainder Trust before selling…more.

  • Case Study: Cryptocurrency Sale. Cryptocurrency investors with $1 million in gains could earn an additional $1.75 million over their lifetime with a tax-deferred Charitable Remainder Trust…more.

  • Case Study: Startup Employee Selling Shares. A founder or early employee planning for a $5 million exit could earn an extra $8 million or more over her lifetime with a Charitable Remainder Trust…more.
  • Defer Taxes On A Business Sale With A Charitable Remainder Trust. A founder planning for a $30 million exit could earn an extra $35 million or more over her lifetime with a Charitable Remainder Trust…more.

  • High-Yield Investing With Charitable Remainder Trusts. Yield farming with cryptocurrency, real estate, or other financial instruments inside a CRUT could earn you an additional 60% return over time…more.

  • Applying Growth Investment Strategies With Charitable Remainder Trusts. Combining the Growth strategy and a Charitable Remainder Trust, you could earn an additional 58% return (or more) on your highly appreciated assets…more.

  • Investment Strategies: Optimizing Charitable Remainder Trusts To Fit Your Goals. An important driver of CRUT returns is how you invest your trust’s money. Which approach is best — active investment/yield farming or passive? …more.

  • Applying Growth Investment Strategies with CRUTs. Combining the Growth strategy and a Charitable Remainder Trust, you could earn an additional 58% return (or more) on your highly appreciated assets…more.

  • Yield-Focused Investment with A Charitable Remainder Trust. Yield farming with cryptocurrency, real estate, or other financial instruments inside a CRUT could earn you an additional 60% return over time…more.

  • Optimal CRUT Investment Strategies. An important driver of CRUT returns is how you invest your trust’s money. Which approach is best — active investment/yield farming or passive? …more.

  • Selling Real Estate: Comparing the Returns from Various Tax Advantaged Strategies. Which tax planning strategy is best for real estate sales? It depends on your goals, but a Charitable Remainder Trust is a good fit for most…more.

  • How To Sell Your Real Estate in A Charitable Remainder Trust. Planning to sell your real estate? Here’s how to reduce your taxes with a Charitable Remainder Trust.

  • 5 Tax-Advantaged Ways To Sell Real Estate. Real estate accounts for 5% of all wealth in the U.S. We’ll look at the five biggest tax breaks for real estate and the benefits and risks of each…more.

  • Leverage a CRUT and Sell Your Real Estate Tax Free. One strategy has many of the tax benefits of the 1031 exchange, but with more flexible reinvestment options: the Charitable Remainder Trust…more.

  • Gifting an IRA: Charitable Remainder Trust or Roth Conversion? You can create significant returns — in most cases above 50% — by passing on your IRA to your kids via a Charitable Remainder Trust or Roth conversion. Which option is better depends on whether you are using your IRA for living expenses, how long you expect to live, and how important financial flexibility is to you…more.

  • The Best Strategies for Passing on Your IRA. You should be doing some sort of planning for the IRA assets you plan to pass on. But should it be a Roth Conversion or a trust? This example will help…more.
  • Case Study: Increasing An IRA’s Value With A CRUT. $30 trillion will pass from Boomers to Millennials over the next decade. Of that amount, about one-third is held in IRAs. Here’s how to plan ahead…more.
  • Designing Your Charitable Remainder Trust To Grow Your IRA. Gifting an IRA via a tax-advantaged trust can be a powerful way to protect your family’s assets. But how to decide whether, when, and how to make that move? …more.
  • Charitable Remainder Trusts Can Replace The Stretch IRA. Using a Charitable Remainder Trust in place of a Stretch IRA can help you pass assets to loved ones and defer the taxes they would pay on distributions…more.
  • Gifting an IRA: Roth Conversion or CRUT? You can create significant returns by passing your IRA to your kids via a CRUT or Roth conversion. We’ll help you decide which is right for you…more.
  • Case Study: Increasing an IRA’s Value with a CRUT. $30 trillion will pass from Boomers to Millennials over the next decade. Of that amount, about one-third is held in IRAs. Here’s how to plan ahead…more.
  • Designing Your Charitable Remainder Trust To Grow Your IRA. Gifting an IRA via a tax-advantaged trust can be a powerful way to protect your family’s assets. But how to decide whether, when, and how to make that move? …more.
  • The Best Strategies for Passing on Your IRA. You should do some sort of planning for IRA assets you are planning to pass on. Which is the best fit, a Roth Conversion or a trust? …more.
  • A Charitable Trust for Every Situation: CRUTs and CLATs. You can reduce your capital gain taxes no matter your timing — whether you’ve already sold your assets or not. We’ll show you how, with a CRUT or a CLAT …more.
  • Tax Planning – What’s Important To Know. Tax planning can be simple. We’ll help you identify the options available to you and execute on them…more.
  • When Is The Best Time To Establish A Tax Planning Trust? Why set up a trust today if your exit isn’t imminent? (1) It’s better to move too early than too late and (2) it’s very easy — and free! — to get started…more.
  • Tax vs. Estate Planning – Knowing The Difference Can Save You Millions. The potential solutions for gains from tax and estate planning are different. We’ll explain how you can take a tactical approach to optimizing both…more.
  • Estate Planning – What’s Important To Know. Estate planning can be simple. We’ll help you identify the options available to you and execute on them…more.
  • Common GRAT Questions. GRATs can seem complicated. We answer all of your questions. Bottom line: GRATs are the best estate-planning tool for most people with significant wealth…more.
  • Grantor Retained Annuity Trusts: Heads You Win, Tails You Tie. A GRAT is a powerful estate planning structure that helps you avoid estate tax as you pass assets to the next generation. Here’s how we help you get set up…more.
  • Rolling GRATs – Leveraging the Core GRAT Strategy To Maximize Returns. The GRAT is a powerful estate planning tool, and we can help you improve it with the “rolling GRAT” strategy to shield more of your assets from estate tax…more.
  • Zeroed Out GRATs – Methods to Minimize Your Estate Tax. The GRAT is a powerful estate–planning strategy, and we can help you improve on it with the “zeroed-out” GRAT, increasing payments, and rolling setup…more.
  • GRAT Strategy Comparison – How Do The Returns Stack Up? See how different estate planning strategies can drastically effect your returns! …more.
  • Guide to GRATs. Minimize your estate taxes by passing assets to your family with smart, simple tax planning and a Grantor Retained Annuity Trust…more.
  • How Founders Should Think About Their Stock Plans. How should founders and companies think about structuring an equity plan to take care of their employees and maximize the company’s long-term value)? …more.
  • How startup employees should think about exercising options. Most venture-backed startups include equity in their compensation packages. We explain what options are, how they are taxed, and when you should exercise…more.
  • Option Exercise Costs: Everything You Need To Know. There are two costs of exercising options: (1) the cost of converting options to shares and (2) taxes. We’ll help you understand (and reduce) both numbers…more.
  • Start Planning Your Startup Exit Strategy With These Ideas. A successful startup exit strategy takes careful planning and preparation. Here are some tips to help you get started…more.
  • Comparing Tax Strategies for Realized Gains: CLAT, Opportunity Zone, & DAF. You can defer taxes on past income with a Charitable Lead Annuity Trust, Opportunity Zone, or Donor Advised Fund. We’ll help decide which is right for you…more.
  • Opportunity Zones – An Alternative for Realized Capital Gains. Created in 2016, Opportunity Zone Funds can help you defer taxes on your capital gains and capture additional growth from investment in distressed areas…more.
  • How To Reduce Taxable Income For High Earners. Reduce your taxable income by making smart investment choices, deferring your capital gains, or creating a CRUT or CLAT…more.
  • Comparing Tax Strategies For Realized Gains: CLATs vs. Opportunity Zones vs. Donor-Advised Funds. You can defer taxes on past income with a Charitable Lead Annuity Trust, Opportunity Zone, or Donor Advised Fund. We’ll help decide which is right for you…more.
  • Already Sold Your Assets? It’s Not Too Late For Tax Deferral With A CLAT. A Charitable Lead Annuity Trust can help if you’ve had a big income event this year — if you’ve sold crypto, exercised options, received a big bonus, or just earned a lot…more.
  • CLAT Redux: A Deep Dive. A Charitable Lead Annuity Trust can help if you’ve had a big income event this year — if you’ve sold crypto, exercised options, or received a big bonus…more.
  • Already Sold Your Assets? It’s Not Too Late for Tax Deferral with a CLAT. A Charitable Lead Annuity Trust can help if you’ve had a big income event this year — if you’ve sold crypto, exercised options, or received a big bonus…more.
  • Case Study: High-Earning Engineer Reduces Ordinary Income Tax With A CLAT. You can use a Charitable Lead Annuity Trust like an uncapped 401(k) or IRA to shield up to 60% of your ordinary income from federal and state taxes…more.
  • Charitable Lead Annuity Trust Redux: A Deep Dive. A Charitable Lead Annuity Trust can help if you’ve had a big income event this year. We’ll take you through the details of this powerful strategy…more.
  • Already Sold Your Cryptocurrency? Defer Taxes With A Charitable Lead Annuity Trust. Charitable Lead Annuity Trusts can reduce taxes on income you’ve already cashed out, from crypto, equity, salary, or a bonus. Check our this case study…more.
  • Case Study: Reducing Ordinary Income Tax With A CLAT. How you can use a Charitable Lead Annuity Trust like an uncapped 401(k) or IRA, to shield as much as 100% of your ordinary income from taxes…more.
  • Option Exercise -> Big Tax Bill? Not With A CLAT. If you exercise options in a later-stage startup, you could owe a massive tax bill. We can help you minimize that bill with a Charitable Lead Annuity Trust…more.
  • Already Sold Your Crypto? Defer Taxes With A CLAT. Charitable Lead Annuity Trusts can reduce taxes on income you’ve already cashed out, from crypto, equity, salary, or a bonus. Check our this case study…more.
  • Case Study: Reducing Ordinary Income Tax With A CLAT. You can use a Charitable Lead Annuity Trust like an uncapped 401(k) or IRA to shield up to 60% of your ordinary income from federal and state taxes…more.