crt tax benefits for hnwi

crt tax benefits for hnwi

Why 45% Of HNWIs Miss Financial Planning CRT Loophole

45 percent of high-net-worth individuals miss the CRT loophole because they lack a systematic asset-mapping process and overlook recent guidance on charitable remainder trusts. Without a structured plan, they pay full capital gains tax and forgo lifetime income and charitable impact. In 2023, IRS data show that CRTs reduced capital