Manage episode 294053954 series 2301931
Learn how to unlock a transformational exit and wealth plan for yourself or your clients who struggle with capital gains tax when selling any kind of highly appreciated asset.
In this episode, Jake and Gino talk with Brett Swarts. Brett 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 individuals to defer capital gains tax on the sale of their highly appreciated assets, eliminate the need for a 1031 exchange, and deliver a transformational wealth plan so they can create & preserve more wealth.
The key takeaways from this podcast include:
- Learn how to use capital gains tax deferral strategies
- Learn about a proven tax deferral strategy that gives you debt freedom, liquidity, diversification, and the ability to move funds outside of your taxable estate all while not using a 1031 exchange at the same time.
- A significant benefit of using a Deferred Sales Trust™ is that there are a broad variety of investments that can be selected to secure the principal and the return specified in the note, as opposed to a 1031 exchange where only compliant, like‐kind property (generally real estate) can be acquired with the pre‐tax proceeds.
Listen to the Podcast to learn more.
Learn more about Brett’s initiatives: https://capitalgainstaxsolutions.com/
Learn more about Jake & Gino: www.jakeandgino.com
Apply for limited time, complimentary multifamily investing training: https://bityl.co/6v71
Apply for Mentorship: https://bityl.co/6v76