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Ep 154: Why the DST Was Created for Times Like These with Brett Swarts

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Manage episode 364079103 series 2790882
Content provided by Next-Level Income and Chris Larsen. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Next-Level Income and Chris Larsen 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://player.fm/legal.
What if you can't or don't want to use a 1031 Exchange? In this episode, Brett Swarts, Capital Gains Tax Deferral Expert, sheds light on the importance of the Deferred Sales Trust (DST) in today's challenging times. With his extensive knowledge and expertise, Brett explains why the DST was specifically designed to address the unique needs of high net worth individuals seeking to preserve and grow their wealth while navigating complex tax regulations. As the Founder of Capital Gains Tax Solutions and an exclusive Deferred Sales Trust Trustee, Brett has helped countless millionaire clients unlock the power of the DST to transform their exit wealth plans. Through this engaging discussion, he reveals the secrets to breaking free from capital gains tax jail, offering valuable insights into the strategic use of DSTs, Delaware Statutory Trusts, and 1031 exchanges. With over $500,000,000 in closed commercial real estate brokerage and Deferred Sales Trust transactions under his belt, Brett's experience is unparalleled. As a licensed California Real Estate Broker and an eXp Commercial Multifamily Broker, he combines his in-depth industry knowledge with a passion for educating others on capital gains tax deferral strategies. Don't miss this opportunity to discover another tool to unlock your financial freedom. Don't miss this opportunity to discover the key to unlocking your financial freedom. Check out our website: www.nextlevelincome.com. Follow us on social media @thenextlevelincomeshow Get a free copy of our book and learn more about our course at: nextleveincome.com
  continue reading

218 episodes

Artwork
iconShare
 
Manage episode 364079103 series 2790882
Content provided by Next-Level Income and Chris Larsen. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Next-Level Income and Chris Larsen 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://player.fm/legal.
What if you can't or don't want to use a 1031 Exchange? In this episode, Brett Swarts, Capital Gains Tax Deferral Expert, sheds light on the importance of the Deferred Sales Trust (DST) in today's challenging times. With his extensive knowledge and expertise, Brett explains why the DST was specifically designed to address the unique needs of high net worth individuals seeking to preserve and grow their wealth while navigating complex tax regulations. As the Founder of Capital Gains Tax Solutions and an exclusive Deferred Sales Trust Trustee, Brett has helped countless millionaire clients unlock the power of the DST to transform their exit wealth plans. Through this engaging discussion, he reveals the secrets to breaking free from capital gains tax jail, offering valuable insights into the strategic use of DSTs, Delaware Statutory Trusts, and 1031 exchanges. With over $500,000,000 in closed commercial real estate brokerage and Deferred Sales Trust transactions under his belt, Brett's experience is unparalleled. As a licensed California Real Estate Broker and an eXp Commercial Multifamily Broker, he combines his in-depth industry knowledge with a passion for educating others on capital gains tax deferral strategies. Don't miss this opportunity to discover another tool to unlock your financial freedom. Don't miss this opportunity to discover the key to unlocking your financial freedom. Check out our website: www.nextlevelincome.com. Follow us on social media @thenextlevelincomeshow Get a free copy of our book and learn more about our course at: nextleveincome.com
  continue reading

218 episodes

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