What is a charitable lead annuity trust and how can it benefit taxpayers?
In this episode of The Truth About Wealth Podcast, Michael Parise speaks with Derek Myron from Centura Wealth Advisory to discuss charitable lead annuity trust. Derek provides an extensive look into the trust and its tax benefits.
In this episode, you will learn:
<ul>
<li style="font-weight: 400;">What the charitable lead annuity trust is, how it works, and its value to taxpayers</li>
<li style="font-weight: 400;">The number one risk of a charitable lead annuity trust</li>
<li style="font-weight: 400;">A detailed walkthrough of the three tax benefits of this transaction</li>
<li style="font-weight: 400;">And more!</li>
</ul>
Tune in to learn about charitable lead annuity trust!
Resources:  <a href="https://copperbeechfg.com/">Copper Beech Financial Group</a> | <a href="https://centurawealth.com/">Centura Wealth Advisory</a>

Episode 37 – When Planning Doesn’t Go as Planned

Being a successful CFO starts with asking yourself questions that will give your family a better life now and for generations to come. In this podcast, financial professionals John and Michael, from Copper Beech Financial Group, guide you through eye-opening questions to help you discover the truth about your wealth.