STR Law

Sell High, Don’t Rush: Tax-Smart Exit Strategies for Real Estate & Business Owners

29 min · 5 feb 2026
aflevering Sell High, Don’t Rush: Tax-Smart Exit Strategies for Real Estate & Business Owners artwork

Beschrijving

I sat down with Brett Swartz to unpack tax-smart exit planning for real estate investors and business owners—especially how a Deferred Sales Trust can help defer capital gains with more flexibility than a traditional 1031 exchange. If you’re thinking about selling, this episode is for you. Hit play, follow the show on Spotify, and share it with a friend who’s planning an exit.🎙️ #ExitPlanning #CapitalGainsTax #RealEstateInvesting #TaxStrategies #WealthManagement

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21 afleveringen

aflevering Trusts + LLCs: The STR Owner’s Probate-Proof Game Plan artwork

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30 mrt 202619 min
aflevering The Snatch-and-Grab Lawsuit: Why Your STR Needs LLC Armor artwork

The Snatch-and-Grab Lawsuit: Why Your STR Needs LLC Armor

Asset protection doesn’t have to be confusing, especially when you own short-term rentals.  In this episode, Katie is joined by attorney Kevin Snyder of Snyder Law to break down “layers of protection” for STR owners: insurance, LLC structuring, and when trusts may (or may not) make sense. They cover why separating properties into different LLCs can reduce risk, the real problem with “pooling” rentals under one entity, and how out-of-state LLCs (like Wyoming) can add an extra deterrent layer—especially for California owners concerned about charging orders. Kevin also explains the basics of piercing the corporate veil, the compliance habits that keep your LLC strong (bank accounts, operating agreements, annual upkeep), and where crypto fits into an asset-protection plan Shop STR legal templates: strlaw.com #ShortTermRental #AirbnbHost #VacationRental #AssetProtection #LLC #STRLaw #RiskManagement

23 feb 202645 min
aflevering Zoning, Entitlements, and Creating Real Estate Value Before You Build artwork

Zoning, Entitlements, and Creating Real Estate Value Before You Build

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21 jan 202631 min
aflevering Small-Town Politics, Big Zoning Risks for STR Hosts with Ali Haney artwork

Small-Town Politics, Big Zoning Risks for STR Hosts with Ali Haney

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