Building a Cap Gains Tax Exit Plan with Brett Swarts
Manage episode 392876005 series 2886413
Join Brett Swarts, a leading Capital Gains Tax Deferral Expert and founder of Capital Gains Tax Solutions. As an exclusive Deferred Sales Trust Trustee, he guides millionaires in crafting transformative exit wealth plans. With vast experience in Deferred Sales Trusts, Delaware Statutory Trusts, and over $500M in closed commercial real estate transactions, Brett is a trusted advisor.
He shares insights on using Deferred Sales Trusts to break free from capital gains tax constraints, whether divesting from businesses, real estate, or other appreciating assets. Tune in for a deep dive into optimal timing and wealth preservation strategies.
Show Highlights:
✅01:19 - Who is Brett?
✅05:49 – 1031 exchange
✅11:08 – Real estate strategies
✅20:17 – Deferred sales trust
✅29:21 – Tax depreciation
✅37:20 – Final thoughts
🤝 Connect with our Guest:
Email: brett@capitalgainstaxsolutions.com
LinkedIn: https://www.linkedin.com/in/brett-swarts/
Facebook: https://www.facebook.com/capitalgainstaxsolutions/
Instagram: https://www.instagram.com/deferredsalestrust/
Twitter: https://twitter.com/1031option
YouTube: https://www.youtube.com/channel/UCAykQNmIWZ0KARBeVWcQxUA
Bigger pockets: https://www.biggerpockets.com/users/BrettSwarts
Website:
www.capitalgainstaxsolutions.com
Book:
https://amzn.to/46Ed6Z2
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199 episodes