Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Artwork

Content provided by Ron Phillips. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ron Phillips or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Player FM - Podcast App
Go offline with the Player FM app!

#343 How to Legally Avoid Taxes and Pass Down Millions Using 1031s with Daniel Osman, CPA

30:25
 
Share
 

Manage episode 498262340 series 2518844
Content provided by Ron Phillips. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ron Phillips or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Most investors know about 1031 exchanges, but few realize how much inefficiency, hidden fees, and outdated systems still dominate the process. In this episode, Daniel Osman, CPA reveals how his team is disrupting the industry with tech-forward, transparent, and zero-fee solutions. From compound growth to generational wealth and AI-powered innovation, this is the future of tax strategy for serious real estate investors.

WHAT YOU’LL LEARN FROM THIS EPISODE

  • What a 1031 exchange is and why it’s critical for long-term wealth building
  • How Deferred.com is eliminating fees, sharing interest, and modernizing exchanges
  • The "swap ‘til you drop" strategy and how to pass on assets tax-free to heirs
  • Hidden inefficiencies of traditional QIs
  • Creative ways to rescue a potentially failed 1031 exchange

RESOURCES MENTIONED IN THIS EPISODE

ABOUT DANIEL OSMAN, CPA

With a strong foundation in accounting, sales, and strategic partnerships, Daniel leads growth at Deferred. He's dedicated to building a 10-star customer experience while making a potentially complex 1031 process simple and easy to navigate. Previously, he managed partnerships at Home Depot, led sales and operations at Balance Homes, and worked at Deloitte & Touche across their M&A and Audit practices.

CONNECT WITH DANIEL

CONNECT WITH US:

  continue reading

344 episodes

Artwork
iconShare
 
Manage episode 498262340 series 2518844
Content provided by Ron Phillips. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ron Phillips or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Most investors know about 1031 exchanges, but few realize how much inefficiency, hidden fees, and outdated systems still dominate the process. In this episode, Daniel Osman, CPA reveals how his team is disrupting the industry with tech-forward, transparent, and zero-fee solutions. From compound growth to generational wealth and AI-powered innovation, this is the future of tax strategy for serious real estate investors.

WHAT YOU’LL LEARN FROM THIS EPISODE

  • What a 1031 exchange is and why it’s critical for long-term wealth building
  • How Deferred.com is eliminating fees, sharing interest, and modernizing exchanges
  • The "swap ‘til you drop" strategy and how to pass on assets tax-free to heirs
  • Hidden inefficiencies of traditional QIs
  • Creative ways to rescue a potentially failed 1031 exchange

RESOURCES MENTIONED IN THIS EPISODE

ABOUT DANIEL OSMAN, CPA

With a strong foundation in accounting, sales, and strategic partnerships, Daniel leads growth at Deferred. He's dedicated to building a 10-star customer experience while making a potentially complex 1031 process simple and easy to navigate. Previously, he managed partnerships at Home Depot, led sales and operations at Balance Homes, and worked at Deloitte & Touche across their M&A and Audit practices.

CONNECT WITH DANIEL

CONNECT WITH US:

  continue reading

344 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play