Monthly Archives: April 2024

Episode 99: Advantages of 1031 Exchanges with Asset Preservation



In this episode we are joined in the studio by Greg Showe with Asset Preservation Inc, which is a nationwide 1031 exchange consulting and advisory firm.  Greg takes us through the principal considerations of who would typically utilize a 1031 exchange program and the most common benefits of using this tax deferment strategy.  This episode is packed full of valuable information and should be a great listen for anyone that is considering selling appreciated real property, or is helping a client determine what their best tax saving strategy outcome can be.  Enjoy the show.

 

ASSET PRESERVATION INC.


Episode 98: How to Leverage a Delaware Statutory Trust (DST)



The Delaware Statutory Trust (DST) is an amazing vehicle for deferring capital gains taxes.  We are joined in the studio by Julia Fritzlen with Insight Investment Advisors and she takes us through the opportunities of the DST process. This is a highly educational show with a ton of content designed to illuminate the advantages of a DST and identify potential candidates that could benefit from it.  Enjoy the show..

 

Insight Investment Advisors

Julia Fritzlen, contact