Dan Palmer
Contributor on Deferred Sales Trust strategies who explains technical and financial mechanics of tax deferral and compounding income inside the trust; supports the podcast conversations and client education.
Top 3 podcasts with Dan Palmer
Ranked by the Snipd community
Feb 11, 2026 • 15min
The Power of Compounding Interest and Income Tax Deferral with the Deferred Sales Trust
Dan Palmer, a DST strategist who explains the mechanics of tax deferral, breaks down how a Deferred Sales Trust lets sellers defer capital gains and compound income inside the trust. They compare DSTs to 1031/721 exchanges and IRAs. Models show how deferral and adjustable payouts can grow proceeds, protect against creditors, and free owners from property management.
Jan 29, 2026 • 20min
Deferred Sales Trust: What is the Worst-Case Scenario? (Risk & Control Explained)
Dan Palmer, a Deferred Sales Trust practitioner, walks through trust mechanics and why an unrelated trustee is required. Hear clear takes on control vs taxable receipt, why sellers get a promissory note not cash, and the checks and balances that monitor trust funds. Listens cover worst-case audit outcomes, timing protections in contracts, and investment failure risks.
Jan 14, 2026 • 23min
The 1031 Exit Trap: How to Replace Debt and Defer Taxes Like the Top 1%
Dan Palmer, a real estate and tax-deferred exchange expert, dives into the intricacies of 1031 exchanges and Delaware Statutory Trusts. He emphasizes the critical issue of debt-over-basis and its impact on tax deferral strategies. The discussion compares the benefits of using DSTs for replacing debt versus Deferred Sales Trusts. Palmer highlights how zero-coupon DSTs provide unique cash flow options, along with effective strategies to maximize returns while navigating tax limitations effectively. This podcast is a must-listen for anyone looking to optimize their investment strategies!
