Do you need help with capital gains tax? We got the perfect episode for you as Brett Swarts joins us to share the ins and outs of a Deferred Sales Trust and how it can diversify your portfolio, preserve wealth, and achieve freedom. Dial in and leverage this strategy and its perks to simultaneously improve your tax and cash flow!
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About Brett Swarts
Brett Swarts is an eXp Commercial Multifamily Broker in Sacramento, CA, and the Founder of Capital Gains Tax Solutions, an exclusive Deferred Sales Trust Trustee. He is one of the most well-rounded Capital Gains Tax Deferral Experts and informative speakers in the U.S. His experience includes numerous Deferred Sales Trusts, Delaware Statutory Trusts, 1031 exchanges, and $400,000,000 in closed commercial real estate brokerage and Deferred Sales Trust transactions. Brett is the host of the Capital Gains Tax Solutions podcast. He’s an active commercial real estate broker and investor with brokerage experience and ownership in multifamily, senior housing, retail, medical office, and mixed-use properties. Brett is passionate about educating high net-worth individuals in capital gains tax deferral with a Deferred Sales Trust, how to divest from a business, cryptocurrency, highly appreciated stock, primary residence, or investment real estate to gain freedom from feeling hostage to capital gains tax or a 1031 exchange, then invest back into a new business venture or investment real estate at any time [all capital gains tax deferred] which he calls optimal timing.
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