Tax-Efficient Exits Series: CRT for Highly Appreciated Assets

Secure Your Legacy: Tax-Efficient Strategies Seminar Series for the Great Wealth Transfer

We’re in the midst of the largest generational wealth transfer in history, with trillions of dollars expected to pass between generations. For business owners and real estate investors holding highly appreciated assets, this is a rare window of opportunity—but it also comes with major tax implications.

That’s why we’ve launched an ongoing seminar series focused on advanced, tax-efficient strategies to help you preserve your wealth, protect your legacy, and plan smartly for the future.

Our current session in the series dives deep into the power of Charitable Remainder Trusts (CRTs)—a sophisticated planning tool that can help you:

• Potentially defer capital gains taxes when selling appreciated assets
• Create a stream of income for life or a set term
• Exit the 1031 exchange cycle—ideal for landlords who are ready to retire from active ownership but feel stuck
• Support charitable causes while unlocking key tax benefits
• Strategically structure your exit from real estate or a business in a tax-advantaged way

If you’re looking to minimize tax burdens, protect your assets, and understand advanced tools beyond standard tax compliance, this session is for you.

Bring your questions, meet like-minded professionals, and walk away with clarity and confidence as you plan for your future.

Space is limited – book your spot now!

Event Agenda

3:30 PM – Doors open, light bites & networking

4:00 PM – Main session begins

6:00 PM – Fireside Q&A

7:00 PM – Event wrap-up & closing remarks

Meet Our Speakers

Kimberly Duggan
Kimberly is a seasoned attorney at Shartsis Friese LLP, specializing in Estate Planning, Trust Administration, and Family Wealth Planning. With deep expertise in helping families and individuals protect and pass on their legacies, Kimberly brings clarity to the often complex world of estate law, offering practical insights to help you make informed decisions for the future.

Alex Kiani
Alex is a strategic CPA and Tax Advisor at TaxKDG, with a strong background in tax compliance and planning for startups, investment funds, and ultra-high net worth individuals. His ability to navigate complex tax structures and identify opportunities makes him an invaluable resource for anyone looking to optimize their financial strategies and minimize tax liabilities.

Ginger Chien
Ginger is a wealth strategist at WealthQuant, where she focuses on designing tax-efficient solutions for business owners and high-income professionals. She collaborates closely with CPAs and other financial experts to craft custom wealth-building strategies that align with long-term goals, helping clients grow and protect their assets with confidence.

About Fast Real Estate

#TEAMFAST brings together a powerhouse team of real estate professionals known for exceptional client service, in-depth home needs analysis, and bold, results-driven marketing. Whether you're buying your dream home or selling your current property, our team is committed to delivering a seamless and successful experience. We proudly serve clients across the entire San Francisco Bay Area.

Featured #Fast Agent

Julie Yuan The Numbers Agent

Choosing Julie as your real estate partner means choosing a seamless, stress-free experience. For her, marketing isn’t just a checkbox—it’s an art. She presents every property in its best light to maximize appeal and, ultimately, returns. But beyond aesthetics, Julie’s true strength lies in her negotiation skills. She excels at creating win-win outcomes and is committed to securing the best deal for her clients. Julie has helped more than 100 families and investors buy and sell real estate in the Bay Area, bringing a wealth of experience and knowledge to every transaction.

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Disclaimer: This seminar is for educational purposes only and does not constitute legal, tax, or financial advice. Individual results vary. Please consult your own professional advisors before implementing any strategy.