Unlock Hidden Wealth When You Sell Appreciated Real Estate
Are you—or your clients—leaving six figures on the table at closing?
With strategic planning, a Charitable Remainder Trust (CRT) can transform a taxable sale into lifelong income, lasting legacy, and significant tax efficiency.
Most property owners never hear about this option before they sell.
That’s where I come in.
💼 Who I Work With
I collaborate with:
- Real estate sellers who want to reduce or eliminate capital gains tax.
- Realtors who want to offer clients a smarter, more profitable exit strategy.
- CPAs and attorneys seeking advanced planning tools for high-net-worth clients.
- Bank and credit union professionals who want to enhance relationships with affluent members.
🧩 What I Do
I’m not a tax advisor or attorney—I’m the strategic connector who assembles the right team to design and implement tax-smart wealth strategies before the sale happens.
I help sellers and their advisors:
- Defer or eliminate capital-gains tax through CRT and ILIT structures.
- Convert sales proceeds into reliable lifetime income.
- Create tax-free legacy wealth for family and favorite causes.
By coordinating tax, legal, and financial experts, I make sure the opportunity isn’t lost between disciplines.
⚖️ Why It Matters
Every year, millions in potential wealth quietly transfer from families to the IRS—simply because the seller didn’t know there was a better way.
With a properly structured CRT, the IRS gets less, and your family and charities get more.
That’s not avoidance. That’s alignment with the tax code.
📞 Let’s Work Together
If you’re a professional who wants to bring more value to your clients—or a property seller who wants to preserve your wealth and purpose—let’s talk.
📲 Call: 1 808 385 4550
📧 Email: standokmanus1@outlook.com
🌐 Learn more: standokmanus.com