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Unlocking Capital Instead of Raising It with Brett Swarts

Multifamily Live

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Maximizing Capital Management through Trusts and Promissory Notes

This chapter explores the advantages of using trusts for effective capital management, focusing on the strategic use of promissory notes and the associated tax benefits. It highlights how trusts can function like business entities to optimize tax deferral, particularly for high-net-worth individuals in high-tax states.

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