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Bernard’s Background:

  • CPA and founder of 401kcheckbook.com which helps you with alternative investing, estate, and tax planning

In this episode we cover:

  • 00:03:06 The different roads of tax deferral
  • 00:06:46 The grey line on 1031 restrictions
  • 00:08:19 Facts and court cases to support IRS jurisdiction
  • 00:12:10 Leveraging estate planning to defer tax
  • 00:13:47 Renting to yourself with an irrevocable trust
  • 00:16:23 Death, taxes, and step us basis
  • 00:18:58 Weighing your options
  • 00:23:12 A family lesson

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