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

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

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