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Podcast 137 – Tax Liability in your Future? Consider a Charitable Land Donation

Tax Liability in your Future? Consider a Charitable Land Donation

We interviewed Scott Jackson of Sandy Bay Partners today, who's background as a former Navy Commander has served him well in his leadership role at Sandy Bay. Scott's job is to build a network of private investors for their land development opportunities that utilize a tax mitigation strategy called Charitable Land Donation. Most of the land investment opportunities are parcels with oil and coal reserves yet to be mined. The value of the land with these resources increases the value of the investment exponentially and becomes a tax strategy for the investor as well as a vehicle for funding charitable organizations. Scott's favorite happens to be any organization that cares for Veterans!

We know how important our relationship is with our CPA, especially when it comes to tax planning. We also know that planning well in advance affords the best options for mitigating tax liability.  Utilizing the expertise of your professional advisers is essential when considering this as an option for investing your hard earned liquidity. 

Scott chose Sandy Bay Partners as his “next act” after 30 years in the Navy because the business philosophy of the firm and the role he plays in helping facilitate the best outcomes for investors fits his skills and leadership background. 

Whether you are an Accredited Investor, high net worth individual or business owner, this option is a great alternative to other traditional means of investing. 

Learn more by listening to the episode!

Connect with Scott Jackson here and Julie Keyes here

Find out more 

Thank you to this month’s sponsor!  Sunbelt Business Advisors and TrustPoint

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Julie Keyes
Julie Keyes

Founder & Owner at KeyeStrategies, LLC

Julie is a Certified Exit Planning Adviser and Value Growth Advisor with 30+ years of experience. She works with business owners who seek to understand and maximize their exit and critical transition options.

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