In this episode, Shawn O'Keefe discusses the deferred tax strategy and how it can benefit individuals who have highly appreciated assets. They provide examples of how this strategy can be applied to real estate, businesses, and other assets like cryptocurrency and collectibles. They also explain the process of deferring taxes through a specialized trust and the potential for generational wealth transfer. The conversation highlights the importance of educating individuals about this strategy, as many CPAs and tax attorneys are unaware of its existence. The episode concludes with information on how listeners can learn more and schedule a consultation.

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See omnystudio.com/listener for privacy information.