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

Onramp Media

CHAPTER

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.

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