How to Avoid Capital Gains Tax Using a Deferred Sales Trust or Like Kind Exchange with Carl Worden

Carl Worden is the founder of DeferTax.com.  Carl & I discuss how to avoid capital gains tax using a deferred sales trust on this real estate investment podcast.  There are several other ways of deferring capital gains tax including the 1031 exchange.  Real estate investors maximize their long term gains by using IRS Tax Code strategies to keep their entire seed capital growing.  This is true even when assets are sold.

Big Idea: Avoid Capital Gains by:
1031 or Like Kind Exchange:

  • Defer Tax on the Entire Gain
  • Real Estate Investor Tax Strategy
  • Short Deadline on Reinvesting Proceeds
  • Like Kind-Limits Asset Types

Deferred Sales Trust:

  • Avoid Capital Gains on Sale Proceeds
  • Real Estate Investor Tax Strategy
  • No Deadline on Reinvesting Proceeds
  • Works with ANY Appreciated Asset

Listen Now:

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Carl & I Discuss How to Avoid Capital Gains Tax:

  • Legal Structure of the Deferred Sales Trust

  • Conservation Easement: How Donald Trump Avoids Tax

  • Sell any Highly Appreciated Asset and Defer Tax

Relevant Episodes: (172 Content Packed Interviews in Total)

Resources Mentioned in this Episode:

 Interested in Becoming a Tax Deferral Consultant?
Avoid Capital Gains Using Deferred Sales Trust & 1031 Exchange

Go to: https://taxdeferralstrategies.com/contact-tax-deferral-strategies/

Schedule a Tax Deferral Consult: https://calendly.com/chris-defertax/tax-deferral-consultant-introduction-phone

www.DeferTax.com

www.CarlWorden.com

The transcript of this episode can be found here.

Transcripts of all episodes can be found here.

Driving Huge-No Cost Traffic from Google with Kris Reid

Kris & I Discuss:

  • SEO Strategy to Drive Traffic

  • Identifying the Quality Provider

  • Make Your Website Pay for the SEO Service


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Google Play

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Relevant Episodes: (There are 167 Content Packed Interviews in Total)

Resources Mentioned in this Episode:

www.ArdorSEO.com/reidiamonds

 

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Self Storage Redevelopment with Scott Krone

Scott & I Discuss:

  • Self Storage as a Recession Proof Investment

  • Opportunity Zones & PACE Funds

  • Market Selection Techniques


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Google Play

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Relevant Episodes: (There are 166 Content Packed Interviews in Total)

Resources Mentioned in this Episode:

www.REILeadMgmt.com

 

Do You Know Anyone Else Who’s a Real Estate Investor? 

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Lead Conversion System for Direct to Seller RE Investors with Dan Schwartz

Dan & I Discuss:
• How to Win in Direct to Seller-Off Market Deals
• Automated Follow Up Systems
• Mindset of High Volume RE Investors
• How to Manage a Large Volume of Leads


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Google Play

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Relevant Episodes: (There are 164 Content Packed Interviews in Total)

Resources Mentioned in this Episode:

www.REILeadMgmt.com

 

Do You Know Anyone Else Who’s a Real Estate Investor? 

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Financing Million Dollar Deals Post Covid with Anton Mattli

David & I Discuss:

  • Post Covid Commercial Real Estate Market

  • How this Compares to 2008

  • Deals which are Difficult to Now Finance

  • How Underwriting will View Your Deal


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Google Play

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Relevant Episodes: (There are 163 Content Packed Interviews in Total)

Resources Mentioned in this Episode:

www.PeakFinancing.com

 

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Investing in Your LIFE, Not Just Your Portfolio with David Blain

David & I Discuss:

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  • Real Estate as a BUSINESS

  • Allocation to Real Estate as Asset Class

  • When to Seek Financial Advice


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Google Play

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Relevant Episodes: (There are 162 Content Packed Interviews in Total)

Resources Mentioned in this Episode:

www.BlueSkyWa.com/realestate

www.DavidBlain.com

 

Do You Know Anyone Else Who’s a Real Estate Investor? 

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Avail the Free Property Management Platform with Laurence Jankelow

Laurence & I Discuss:

  • Cycle of a Landlord-Move in to Move Out

  • Automate every step of the process

  • Auto-pay tenants ACH

  • Credit Report, Background, & Lease Signing Online


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Google Play

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Relevant Episodes: (There are 161 Content Packed Interviews in Total)

Resources Mentioned in this Episode:

www.Avail.co

 

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Scaling Your Business through A Players with Mike Matalone

Mike & I Discuss:

  • Definition of an “A” Player

  • System for Attracting & Onboarding Talent to Stay

  • How to Make Better Hires

  • Training for the job hired is a Mistake…


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Relevant Episodes: (There are 160 Content Packed Interviews in Total)

Resources Mentioned in this Episode:

www.XP3Talent.com

 

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How to Succeed in Business WITHOUT Sacrificing you Family, Health, or Life with David Finkel

David & I Discuss:

  • Time/Effort Economy vs Value Economy

  • Finding Leverage Points in Your Business

  • Leveraging an Assistant properly

  • The Freedom Formula-Scaling Your Business


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Relevant Episodes: (There are 159 Content Packed Interviews in Total)

Resources Mentioned in this Episode:

www.MauiMastermind.com

 

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Leveraging Legal Counsel to Grow Your Business with Denice Gierach

Denice & I Discuss:

  • $35 Million Development Project

  • Selecting the RIGHT Legal Counsel

  • Where to Find Businesses to Buy

  • Getting Your Business Ready to Sell


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Google Play

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Relevant Episodes: (There are 157 Content Packed Interviews in Total)

Resources Mentioned in this Episode:

www.GierachLawFirm.com

 

Do You Know Anyone Else Who’s a Real Estate Investor? 

Do You Think they’d Also Enjoy this Episode?

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Sign Up for the REI Diamonds Weekly Podcast Your Copy of “Become a Wholesale Real Estate Master”

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