E328 - Deferred Sales Trusts - Better Than a 1031?

<p><span style="font-weight: 400;">If you, or one of your clients, has an investment that will likely produce a capital gain of more than $1,000,000, you do NOT want to miss this episode. </span></p> <p><span style="font-weight: 400;">Here’s why… </span></p> <p><span style="font-weight: 400;">In this short 30-minute interview, we discuss the Deferred Sales Trust structure and go over some of the details of how to implement it to significantly defer large capital gains. </span></p> <p><span style="font-weight: 400;">Don’t get me wrong… </span></p> <p><span style="font-weight: 400;">I was extremely skeptical at first, but this interview really piqued my interest in the topic. </span></p> <p><span style="font-weight: 400;">Furthermore, there is a mountain of tax law and regulations associated with the strategy. </span></p> <p><span style="font-weight: 400;">But… </span></p> <p><span style="font-weight: 400;">Our guest for today, Brett Swartz, has not only done quite a lot of research on the topic, but he has also been through several IRS reviews of the strategy, which resulted in no amendments being made. </span></p> <p><span style="font-weight: 400;">In this episode, we discuss… </span></p> <ul> <li style="font-weight: 400;" aria-level="1"><span style= "font-weight: 400;">How investors can defer significant capital gains WITHOUT dealing with all the challenges associated with 1031s</span></li> <li style="font-weight: 400;" aria-level="1"><span style= "font-weight: 400;">How investors can roll over large capital gains into trusts and only experience a taxable event when they receive distributions from the trust (this has INSANE implications!) </span></li> <li style="font-weight: 400;" aria-level="1"><span style= "font-weight: 400;">The IRS audits that our guest has been through, and why that gives his clients confidence to implement the strategy within their own portfolios  </span></li> </ul> <p><span style="font-weight: 400;">Like I said, I am not an expert on the topic. </span></p> <p><span style="font-weight: 400