#189 Brett Swarts: Deferred Sales Trust vs. 1031 Exchange: Unlocking Tax-Free Wealth Strategies
Release Date: 07/01/2024
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info_outlineWelcome to a special episode of The Real Estate Breakthrough Show! Today, we have the honor of hosting Brett Swarts, an accomplished entrepreneur and the founder of Capital Gains Tax Solutions. Brett, who serves as a Deferred Sales Trust Trustee, brings a wealth of knowledge in exit planning, real estate investment, and wealth management.
He is the author of Amazon's #1 best-seller "Building a Capital Gains Tax Exit Plan" and a SUCCESS® Certified Coach, making him an authority in the field. About Brett Swarts: Brett Swarts leads Capital Gains Tax Solutions, where he helps clients with net worths ranging from $5M to $100M create and preserve wealth through the Deferred Sales Trust (DST) exit plan. With over $500 million in CRE brokerage and DST transactions under his belt, Brett combines his real estate investment expertise with innovative tax deferral strategies.
He also hosts the Capital Gains Tax Solutions and Expert CRE Secrets podcasts, interviewing industry leaders on topics like wealth management, leadership, and tax strategies.
Episode Topics:
- Introduction and Initial Meeting
- Deferred Sales Trust (DST) vs. 1031 Exchange
- Benefits of DST
- Historical Context and Personal Stories
- Client Success Stories
- Operational Details of DST
- Investment Flexibility
- Comparing DST to Traditional Trusts
- Future Tax Implications and Strategies
- Expert Guidance and Resources
Join us for an enlightening discussion with Brett Swarts as he shares his expert insights and practical advice on capital gains tax solutions. Whether you're a high-net-worth individual, a real estate investor, or a trusted advisor, this episode is packed with valuable information to help you navigate the complexities of capital gains tax deferral.
More about Brett:
linkedin.com/in/brett-swarts
capitalgainstaxsolutions.com
expertcresecrets.com
experttaxsecrets.com
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