Dec 2, 2019
In this episode, we sit down with Brett Swarts (Founder of Capital Gains Tax Solutions) as he shares with us his days of playing college basketball, how businesses can benefit from a deferred sales trust, and lastly some lasting words of motivation.
**More On Brett**
Brett Swarts is the CEO of Capital Gains Tax Solutions and every
year equips hundreds of business professionals with the Deferred
Sales Trust tool to help their high net worth clients solve capital
gains tax deferral limitations. His experience includes: numerous
Deferred Sales Trust, Delaware Statue Trust, 1031 exchanges and
$85,000,000 in closed commercial real estate brokerage
transactions. He’s an active commercial real estate broker and
investor himself with experience and holdings in Multifamily,
Senior Housing, Retail, Medical Office and Mixed-Use properties. He
is a licensed California Real Estate Broker and holds series 22
and 63 licenses. He is formerly an associate at the largest
Commercial Real Estate Brokerage firm in the country and has years
of experience and hands-on training from some of the best
in the business. As a trustee, he is passionate in educating about
capital gains tax deferral with a Deferred Sales Trust, how to
divest from a business or real estate and gain freedom from feeling
hostage to a 1031 exchange, and then invest back into and back out
of real estate at any time (all capital gains tax deferred). Brett
is considered one of the most well-rounded capital gains tax
deferral experts and informative speakers on the West Coast. His
audiences are challenged to lean into multiple capital gains
tax
deferral strategies, create and develop a passive cash flow wealth
plan of their own, and execute on this plan so they can create and
preserve more wealth. Brett lives in Roseville, California, with
his wife, Melanie and their 4 daughters and 1 son.
Check out Capital Gains Tax Solution website.
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A video by Brett about the Deferred Sales Trust Process
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Written by: Dominic Lawson
Executive Producers: Dominic Lawson and Kenda Lawson
Edited by: Alejandro Giron(https://alegiron.com) and Dominic Lawson
Music Credits:
**Show Theme**
Behind Closed Doors - Otis McDonald
**Break Theme**
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