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

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Manage episode 332904622 series 2439884
Content provided by Blue Lake Capital. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Blue Lake Capital or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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

  continue reading

353 episodes

Artwork
iconShare
 
Manage episode 332904622 series 2439884
Content provided by Blue Lake Capital. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Blue Lake Capital or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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

  continue reading

353 episodes

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