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Jul 28, 2022

I interviewed Pierceson York. We spoke about the Deferred Sales Trust, a capital gains tax deferral strategy that allows business owners to defer capital gains tax and reinvest the funds across many different assets.

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Show Notes

  • Guest Spotlight: Who Pierceson York is
  • How can you exit like a millionaire
  • What are the different ways to defer the tax
  • What a 1031 exchange is
  • What the deferred sales trust allows you to do
  • How the velocity method works
  • What Pierceson’s process is
  • How having a professional time can help you not only in managing money, but also in taxes, loans, and investments
  • Why would a professional who doesn’t know Pierceson and his team trust their clients to them?
  • How to reach out to Pierceson York

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