The Sage Investor

Defer, Defer, Delete: The Sage Method for a $0 Tax Bill | Ep. 13


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We don’t pay taxes; we defer them indefinitely. And then, we delete them. 

It’s not magic. It’s not tax finagling. It’s something every high-net worth investor can be doing right now

Imagine making millions of dollars from an investment and walking away with a tax loss on paper. Your money is now growing at a speed unparalleled by most investments. It’s not being taxed, the compounding never gets interrupted, and in your retirement years, or when you’re ready to pass down your assets, you’re worth millions, even tens of millions more, because you did three simple things:

Defer, defer, delete (taxes). 

This is the Sage principle we’ve instilled at Sunrise Capital Investors, saving our investors millions in taxes and keeping the compounding snowball always rolling. It’s the same principle Warren Buffett has used to keep a near-zero tax bill for 65 years. Today, I’ll guide you through the three steps we follow at Sunrise Capital, so you can pay less to Uncle Sam, while being wealthier than ever. 

Sage Wisdom from Today’s Episode: 

  • How to “delete” your taxes while providing a sizable inheritance to your heirs 

  • Real estate’s “superpower” that allows investors to write off millions of dollars in gains

  • Do not sell your investment property if you can do this instead (avoid capital gains)

  • How to create six-figure “paper losses” while investment distributions keep hitting your account 

  • Three signs that you should not defer taxes and sell your investment instead 

  • Forced to sell? Three additional options to defer the taxes even when making a massive gain 

The 3 “Sell Traps” That Will Cost You Millions (My $6M Mistake) | EP. 12

Free to Choose: A Personal Statement

Recommended Resources:

  • Learn more from Brian and listen to past episodes of The Sage Investor 

  • Connect with Brian on LinkedIn

Are you a high net worth investor with capital to deploy in the next 12 months?Build passive income and wealth by investing in real estate projects alongside Brian and his team!

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The Sage InvestorBy Brian Spear