Is Your Charitable Remainder Trust (CRT) at Risk of Being Labeled a 'Listed Transaction'?
Charitable Remainder Trust (CRT) is one of the best and most complex tools in your arsenal as a high-income earner. It gives you the opportunity to put off capital gains, get a charitable deduction, and gain a lifetime stream of income.
Nevertheless, the IRS has stepped up its attention in the 2026 tax environment around the types of tax avoidance known as Listed Transactions, which must be...
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