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S4 EP 252: A Tax Hack to Not Miss: Installment Sales Trust with Todd Van Meter

S4 EP 252: A Tax Hack to Not Miss: Installment Sales Trust with Todd Van Meter

REady2Scale - Real Estate Investing
2022-06-29
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While few people are excited to discuss taxes, nearly all are happy to save on them! This week we dive into a powerful "tax hack", similar to a 1031 exchange, that can help defer taxes for decades. Listen in to learn how Todd Van Meter transitioned a large active investment portfolio to a passive one, while significantly minimizing any associated capital gains taxes and opening himself up to a multitude of options for his next investments. Key Takeaway: A properly structured Installment Sales Trust (IST) provides a powerful alternative to a 1031 exchange, along with more flexibility and no time constraints. How to Contact Todd: Website: www.bluehatwealth.com Email: Todd@bluehatwealth.com Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. Learn more about your ad choices. Visit megaphone.fm/adchoices