July 28, 2022

How to Exit Like a Millionaire with Pierceson York - Episode 229

How to Exit Like a Millionaire with Pierceson York - Episode 229

I interviewed Pierceson York. We spoke about the Deferred Sales Trust, a capital gains tax deferral strategy that allows business owners to defer capital gains tax and reinvest the funds across many different assets. Curtis’s motto is that what you...


I interviewed Pierceson York. We spoke about the Deferred Sales Trust, a capital gains tax deferral strategy that allows business owners to defer capital gains tax and reinvest the funds across many different assets.

Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com 


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Show Notes

  • Guest Spotlight: Who Pierceson York is
  • How can you exit like a millionaire
  • What are the different ways to defer the tax
  • What a 1031 exchange is
  • What the deferred sales trust allows you to do
  • How the velocity method works
  • What Pierceson’s process is
  • How having a professional time can help you not only in managing money, but also in taxes, loans, and investments
  • Why would a professional who doesn’t know Pierceson and his team trust their clients to them?
  • How to reach out to Pierceson York


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