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E328 - Deferred Sales Trusts - Better Than a 1031? - Asym Capital

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E328 – Deferred Sales Trusts – Better Than a 1031?

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.

Here’s why…

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.

Don’t get me wrong…

I was extremely skeptical at first, but this interview really piqued my interest in the topic.

Furthermore, there is a mountain of tax law and regulations associated with the strategy.


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.

In this episode, we discuss…

  • How investors can defer significant capital gains WITHOUT dealing with all the challenges associated with 1031s
  • 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!)
  • The IRS audits that our guest has been through, and why that gives his clients confidence to implement the strategy within their own portfolios

Like I said, I am not an expert on the topic.

Always consult with your tax advisor and attorney to make investment decisions.

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