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 3: How to Maximize the Value of Appreciated Commercial Real Estate
    Nov 13 2024

    In this episode of More with Les on Discovery 664 Academy, Professor Les Winston tackles a common yet complex challenge for property owners: how to maximize the value of ppreciated commercial Real Estate without incurring hefty tax burdens. Are you holding on to a property that’s grown in value but also demands high maintenance and management costs? Selling outright might seem tempting, but capital gains taxes and other fees can quickly cut into your profits.

    Join Professor Les Winston as he unveils innovative strategies beyond the usual 1031 exchange or installment sale, like the unique benefits of a pooled income fund. This approach allows you to bypass significant taxes, enjoy a steady income stream, and simplify your portfolio. Intrigued? There’s much more to discover in the Appreciated Commercial Real Estatecourse at Discovery 664 Academy. Tune in to learn how you can make smarter choices with your appreciated assets and secure your financial future!

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    4 mins
  • Funny Money - Episode 5: A Tale of Two Sylvia’s - Two Paths, One Legacy: Lessons in Endowment Planning
    Nov 8 2024

    In this episode of Funny Money on Discovery 664 Academy, Les Winston shares a personal story that highlights the real impact of endowment choices. Through the lives of two women named Sylvia—one his mother and the other a longtime client—Les reveals how distinct approaches to estate planning can lead to vastly different outcomes. Discover how strategic charitable giving can help you build a lasting legacy for your family and community, all while minimizing the tax burden on your estate. Tune in to learn why tax planning with charity isn’t just smart financial planning—it’s a pathway to meaningful change.

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    3 mins
  • More with Les - Episode 2: The Five Tax Levels: Minimizing Taxes & Maximizing Your Endowment
    Nov 6 2024

    In this episode of More with Les on Discovery 664 Academy, Professor Les Winston introduces “The Five Tax Levels,” an essential concept in the Discovery 664 Academy Ambassador Program. He breaks down how understanding these tax levels can help you strategically minimize the “bites” the government takes from your earnings, growth, and estate.

    Learn how to leverage endowment engineering to preserve your wealth and create a lasting impact, while keeping more of what you’ve built.

    Tune in to gain practical insights into tax-smart endowment planning that can transform your financial future!

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    2 mins

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