Onramp Bitcoin Media cover image

The Last Trade E035: The Bitcoin Heritage Blueprint with Matt McClintock

Onramp Bitcoin Media

00:00

Generating Tax-Efficient Income for Highly Appreciated Illiquid Assets

This chapter explores strategies for generating tax-efficient income for clients with highly appreciated illiquid assets, including encumbering real estate and investing in triple exempt municipal bonds. They emphasize the importance of asset ownership structures, jurisdictional arbitrage, and planning for succession, litigation, and divorce.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app