Charitable Remainder Unitrust (CRUT) Solver

Underwrite contributing highly appreciated zero-basis tech stock to a tax-exempt CRUT before a liquidity event, reinvesting 100% of pre-tax sale proceeds into diversified income portfolios.

Stock Value & Capital Gains Rate

Zero-Basis Appreciated Stock Value ($ USD)

Federal + State Capital Gains Tax Avoided (% - e.g. 33.3%)

Annual Unitrust Lifetime Payout Rate (% - e.g. 7.0%)

Tax Preserved & Annual Income

Immediate Capital Gains Tax Drag Avoided at Sale

+$1,665,000 Cash Tax Slashed

Year-1 Reinvested Unitrust Cash Distribution

$350,000 / yr Annual Cash Flow

Immediate Upfront Income Tax Deduction Earned

+$500,000 Tax Deduction