Brett and I had a great discussion about the importance of "going inside" – finding out what truly matters to us as a first step on our path to financial wellbeing – then creating a plan and putting it into action. Thanks for having me on the show, Brett!
ABOUT THE EPISODE
ABOUT BRETT SWARTS & THE CAPITAL GAINS TAX SOLUTION PODCAST
Thinking of selling your business, investing in real estate, deferring tax, or building long-term wealth? Look no further because you’ve come to the right place. Capital Gains Tax Solutions podcast will help you with EVERYTHING you need!
Most business and real estate owners get hammered with 30-50% in capital gains tax when they sell their assets including, businesses, high-end primary homes and investment real estate and so much more. Hosted by Brett Swarts, the goal of this podcast is to make complex tax deferral strategies simple. Get clear comparisons for each strategy, deal stories, and financial freedom through wealth building, all so you can create and preserve more wealth or help others do the same. Our laser focus is on the deferred sales trust and to help you or your clients stop feeling trapped by capital gains tax. We want you to have the freedom to retire from the toilets, trash, liability, and managing employees so you can trade them for time, liquidity, diversification, debt-freedom, and passive commercial real estate investing.
Brett Swarts started as a multifamily broker with the largest commercial estate brokerage firm in the nation just before the crash of 2008. He saw and felt the pain of a lot of high net worth individuals get hurt when they lost some or all of their wealth when they did not have a backup plan or an alternative to a 1031 exchange. He has learned a lot about Deferred Sales Trust, Delaware Statutory Trust, 1031 exchanges, and other tax-deferred strategies having brokerage over $85,000,000 in commercial real estate transactions and passively investing in commercial real estate with a total value of $100,000,000+.If you’re wondering if the deferred sales trust can be used for the sale of a professional practice, business, primary home, or investment real estate, or whether you’re looking to sell a highly appreciated asset and want freedom and flexibility, the deferred sales trust is for you.
In the podcast, Brett will give an overview of the deferred sales trust along with other tax deferral and wealth-building strategies by brining on some rock star guests! Understand how you or your clients can benefit from a deferred sales trust or other strategies, so YOU can make more money when you sell! This podcast and the Capital Gains Tax Deferral Secrets shared within will change your wealth… and change your life!
Deferred Sales Trusts are not a recent invention. In fact, they are over 24+ years old (the IRS Section tax code known as IRC 453 predates from the 1920s and is known as a “seller carry back” or “owner financing.”) The simple principles of the deferred sales trust are from this original IRC 453 tax code and are the foundation we still use today. In fact, with the 14 successful IRS audits conducted and completed for the thousands of deferred sales trusts closed, it’s important to understand where we come from, so you can feel secure for where you will stand if you move forward. Brett guarantees this podcast will help you gain clarity for your tax deferral strategy.
Are you tired of the feeling trapped by the 1031 exchange? The solution is the deferred sales trust. Listen to the show now and defer tax as you have never done before so you can create more wealth in a smarter and easier way plus so much more!
Join us here on the Capital Gains Tax Solutions podcast now and learn the secrets of the wealthy with investment real estate and tax deferral so you can create and preserve more wealth.
- Weekend Reading | Saturday, April 2, 2022
- 2nd Quarter 2021 Market Commentary
- The Three Percentages That Matter | #3: Withdrawal Rate
- Podcast: Crushing Debt | Mindful Investments with Jonathan DeYoe
- Do I Want a Financial Advisor?
- Do I Have a Good Financial Advisor?