Are you considering the Deferred Sales Trust to defer capital gains taxes on the sale of your business, real estate or low costs basis stock?
This episode is the Ultimate Insiders Guide to the Deferred Sales Trust. We discuss how it works, what you need to know, and is this something you should use. We interview a trustee and promoter of the deferred sales trust, Brett Swarts.
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Today's Guest: Brett Swarts
Brett Swarts is an entrepreneur, cre investor, podcaster, deferred sales trust educator/trustee, and Nor. CA multifamily broker. His leadership roles include serving as the Founder of The Brett Swarts Cap Gains Tax Show, Founder of Capital Gains Tax Solutions, and Founder of Commercial Realty Apartment Advisors.
He leads a team of extraordinary people at his companies. He has served billionaires, Doctors, Veterinarians, Attorneys, Tech Entrepreneurs, Architects, CRE Syndicators/Operators, and more, to help them create and preserve their wealth through investment real estate. He leads them through this process by leveraging the optimal timing capital gains tax deferral structure known as The Deferred Sales Trust. Its purpose is to help individuals escape feeling hostage to the 1031 exchange and 30-50% capital gains tax when they sell their highly appreciated assets such as; a business, CRE or a primary home. By focusing on the timeless aspects of being the guide, and not the hero, Capital Gains Tax Solutions’ educational platform inspires and helps business professionals like Venture Capitalists, Financial Advisors, Business Brokers, CRE Syndicators and Realtors help their clients or partners execute a passive capital gains tax deferral wealth plan of their own.
Brett's Online Presence:
- Capital Gains Tax Solutions
Today's Panelists
- Kirk Chisholm | Innovative Wealth
- Barbara Friedberg | Barbara Friedberg Personal Finance
- Megan Gorman | The Wealth Intersection
- Kelly Coughlin | Everyday CPA
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