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In this episode of The Mailbox Money Show, host Bronson Hill sits down with a powerhouse panel of tax, real estate, and securities experts for a no-hype conversation on advanced strategies that help investors keep more of what they earn.
They dig into practical 1031 exchange tactics (including DSTs and 721 upREITs), Opportunity Zones 1.0 and the new permanent 2.0 rules, creative ways to unlock home equity while combining Section 121 exclusions with exchanges, short-term rental and real estate professional status plays, and the critical securities-law compliance steps that protect both sponsors and passive investors.
Guests:
Scott Saunders – Money Mastery Coach at Wealth Outside Wall Street and one of the most experienced 1031 exchange specialists in the country.
Ashley Tison – Founder of OZ Pros and a leading Opportunity Zone expert who has helped set up nearly 2,000 qualified opportunity funds.
Bethany Laflam – Securities attorney at Premier Law Group and founder of Rev, focused on legal-first deal structuring and compliance for Main Street operators and capital raisers.
Tune in for clear takeaways you can use to build more tax-efficient, passive cash flow.
TIMESTAMPS
0:40 - Introduction to Bronson Equity and bi-weekly educational events
1:11 - Welcome and overview of passive cash flow / tax-efficient investing
2:09 - Panelist introductions (Scott Saunders, Ashley Tison, Bethany Laflam)
3:33 - Scott Saunders background (1031 exchanges and Wealth Outside Wall Street)
4:21 - Ashley Tison background (OZ Pros and Opportunity Zone funds)
5:50 - Bethany Laflam background (Rev community and securities compliance)
7:26 - 1031 exchanges into Delaware Statutory Trusts (DSTs) and 721 upREITs
11:30 - Opportunity Zone funds overview (OZ 1.0 vs 2.0 benefits)
15:18 - Securities compliance best practices for investors and operators
18:40 - How hard it is to set up an Opportunity Zone offering as a sponsor
20:50 - Tax strategies and the risks of non-compliance across agencies
22:32 - Split-treatment transactions combining Section 121 and 1031
25:55 - Additional Opportunity Zone strategies (estate planning, solar, loss allocation)
31:03 - Real estate professional (REP) status for offsetting income
32:36 - Deals the panelists are currently excited about or considering
44:53 - Holding periods and depreciation strategies for mobile home/RV parks
48:29 - Favorite Opportunity Zones and future census tract designations
49:56 - Connect with the panelists
Connect with the Guests:
Bethany Laflam
Instagram: bethany_laflam
Scott Saunders
Website: wealthoutsidewallstreet.com
Free Book: retirein10years.com/pdf
Ashley Tison
Website: https://ozpros.com/podcast
#OpportunityZones
#1031Exchange
#TaxStrategies
#RealEstateInvesting
#PassiveIncome