Discovery 664 Academy

By: Discovery 664 Academy
  • Summary

  • Welcome to the Discovery 664 Academy Podcast! Our podcast is dedicated to exploring the intricacies of IRC Section 664 and the Theory of Social Secharity™. Through engaging episodes, we share success stories, expert insights, and actionable strategies to help you secure your financial future while making a positive impact on the world.
    Discovery 664 Academy
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Episodes
  • More with Les - Episode 8: Secure Your Future and Leave a Legacy: The Power of Charitable Remainder Trusts (CRTs)
    Jan 8 2025

    What if you could turn appreciated assets—like stocks or property—into steady income, avoid capital gains tax, and still make a difference in your community? That’s the power of Charitable Remainder Trusts (CRTs).

    In this episode of More with Les, Professor Les Winston breaks down how CRTs can:
    - Provide financial security through predictable income streams.
    - Offer immediate tax benefits.
    - Enable you to create a lasting charitable legacy.

    Whether you're planning for retirement or looking to maximize your impact, CRTs offer a solution that combines personal and philanthropic goals.

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    5 mins
  • More with Les - Episode 7 - Retained Earnings and C Corporations: A Smarter Approach
    Jan 3 2025

    In this episode of More with Les, we’re tackling a dilemma faced by many C Corporation owners: how to handle retained earnings without losing a fortune to taxes.

    Want to learn how to turn your business challenges into opportunities? Tune into this episode for practical insights and strategies to navigate retained earnings and retirement planning with confidence.

    #Discovery664Academy #MoreWithLes #TaxPlanning #CharitableGiving #FinancialStrategies #CCorporations

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    3 mins
  • More with Les - Episode 6 - CRT: Not a Dead End—A Tax-Smart Way to Build Your Legacy
    Dec 18 2024

    Is there a smarter way to turn appreciated assets into income while avoiding a tax roadblock? In this episode of More with Les, Professor Les Winston explains how Charitable Remainder Trusts (CRTs) can provide a clear path to financial freedom—without hitting a dead end. Discover how CRTs allow you to reduce taxes, generate steady income, and leave a meaningful legacy for your community.

    If you think taxes are limiting your options, think again—there’s more to this strategy than meets the eye.

    🎧 Tune in to Discovery 664 Academy Podcast to learn how to secure your future and make a lasting impact. Don’t forget to subscribe so you never miss an episode!

    📍 Visit courses.discovery664.com to learn more.

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    4 mins

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