Charitable Remainder Trust (CRT)
Investor contributes highly appreciated securities to a CRT, sells highly appreciated stock without capital gains tax and receives an annuity income stream over the investor's lifetime.
Active Tax-Loss Harvesting
Funds are used to actively harvest losses while mimicking the returns of a selected market index.
Investor borrows money through an investment loan to invest in shares, managed funds and other approved financial products.
Investor contributes concentrated stock with low basis into a partnership to receive a basket of diversified securities after 7 years.
Opportunity Zones (QOZ)
Investor rolls over capital gains into a QOZ to defer capital gains tax.
Variable Prepaid Forward Contract
Investor receives cash upfront on 75-85% of a position by way of a loan. The stock is collared with a floor and ceiling price.
Donor-Advised Fund (DAF)
Investor contributes highly appreciated stock into a DAF and receives an upfront tax deduction. Investor can take time to make charitable contributions.
Examples of BakerAvenue's Tax-Reduction Strategies: