Creative Capital Podcast 388: Front Loaded Deductions From Donor-Advised Funds with David Wilson
Fri Nov 14 2025
What if you could sell a business or a building and legally keep more of the upside? In this episode, David Wilson pulls back the curtain on practical, battle-tested strategies from donor-advised funds that front-load deductions to the often-missed QSBS play that can zero-out $10M–$15M of capital gains (per shareholder!) when structured right. No hype, just the frameworks sophisticated investors actually use.
Listen now to hear the exact sequencing David recommends for exits without a 1031.
How to connect with David Wilson:
Website: https://sincerusadv.com/ LinkedIn: David Wilson How to connect with Joshua Ferrari:
Website: Ferrari Capital Facebook: Joshua Ferrari LinkedIn: Joshua Ferrari
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What if you could sell a business or a building and legally keep more of the upside? In this episode, David Wilson pulls back the curtain on practical, battle-tested strategies from donor-advised funds that front-load deductions to the often-missed QSBS play that can zero-out $10M–$15M of capital gains (per shareholder!) when structured right. No hype, just the frameworks sophisticated investors actually use. Listen now to hear the exact sequencing David recommends for exits without a 1031. How to connect with David Wilson: Website: https://sincerusadv.com/ LinkedIn: David Wilson How to connect with Joshua Ferrari: Website: Ferrari Capital Facebook: Joshua Ferrari LinkedIn: Joshua Ferrari