Tax-Deferred and Tax-Exclusion Strategies Other Than 1031 Exchanges on Go Ahead, ASK! Podcast Ep. 08

1031 Exchange Often Best Strategy 

The 1031 Exchange is often the right tax-deferred strategy for investors to use when selling rental, investment or business use real property, but not always.  It's important to keep the other more common tax-deferred and tax-exclusion strategies in mind just in case they are more appropriate under certain circumstances. 

Other Tax-Deferred and Tax-Exclusion Strategies 

Investors need to at least be aware of Section 1033 Exchanges, Section 1034 Exchanges, Section 721 Contributions (upREITs), Section 121 Exclusions, Section 453 Installment Sales, Charitable Remainder Trusts (CRTs), and Delaware Statutory Trusts (DSTs).  

As with any income tax strategy, especially certain tax-deferred and tax-exclusion strategies for rental, investment or business use real estate, there is confusion surrounding the topic.  There are always lots of opinions that sound like fact.  

The Exeter Group Unravels the Mystery of Other Tax-Deferred and Tax-Exclusion Strategies that might be appropriate for investors under certain circumstances.  Join Lauren Speidel, Regional Manager and Bill Exeter, President and Chief Executive Officer, The Exeter Group now....

Tax-Deferred and Tax-Exclusion Strategies Other Than 1031 Exchanges