Episode 60 Deferred Sales Trust with Brett Swarts
Brett Swarts is a deferred sales trust expert, capital gains tax deferral expert, investment real estate expert, multifamily broker, and the founder of Capital Gains Tax Solutions – a company helping people to defer capital gains tax on the sale of their highly appreciated assets, eliminate the need for a 1031 exchange, and free up their time so they can create & preserve more wealth.
He created ‘Capital Gains Tax Solutions‘ to equip high net worth individuals and their trusted advisors with the deferred sales trust tool to help them solve capital gains tax deferral limitations. The first step to a great exit plan is a flexible plan to get out of debt, defer your tax, diversify and then purchase assets at optimal timing, while having liquidity and diversification all tax-deferred.
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