191 \\ Deferred Sales Trust: The Tax Strategy That Can Save You Millions
- Author
- Tiffany Phillips - CPA, Small Business Money Mentor, Financial Expert
- Published
- Fri 28 Feb 2025
- Episode Link
- https://smallbusinessfinance.podbean.com/e/191-the-tax-strategy-i-ve-never-shared-before%e2%80%94and-why-it-s-a-game-changer/
If you’re selling a business, investment property, or stock with major capital gains, this episode is for you. Tiffany reveals a powerful tax strategy—the Deferred Sales Trust—that can significantly reduce capital gains taxes and keep more of your money working for you. Learn how a deferred sales trust works, why it’s more flexible than a 1031 exchange, and how it helps business owners, real estate investors, and high-income earners avoid a massive tax hit. Tiffany breaks down the step-by-step process, dispels common misconceptions, and explains how this advanced tax planning tool can help you reinvest the full sale proceeds, defer taxes, and build long-term wealth. This is a must-listen for anyone serious about smart strategies, tax planning, and keeping more of what you earn.
Next Steps:
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