Manage episode 301881197 series 1260761
If you think that deferred sales trust is way over your head, you might change your mind after this episode. Stay tuned as Brett Swarts shares a creative way of mitigating your tax burden that will leave your brain spinning.
Key takeaways to listen for
- Cons of using a 1031 exchange
- How to stay liquid without having any tax consequences
- Types of assets that deferred sales trust works for
- Why deferred sales trust is such a great option
Resources mentioned in this episode
About 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 unlock transformational options so they can create & preserve more wealth.
He created ‘Capital Gains Tax Solutions‘ to equip high-net-worth individuals and their trusted advisors with the Deferred Sales Trust™ tool to help them solve capital gains tax deferral limitations.
Connect with Brett
- Website: www.capitalgainstaxsolutions.com
- YouTube: Capital Gains Tax Solutions
- Podcast: Capital Gains Tax Solutions Podcast
Connect with Leigh
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