Blogs and press release
Don’t Try This at Home: How to Build a Stable of Experts to Help with Financial Matters
By: Jessica Lanning JD, CFP® There's a line from the 1964 film Zorba the Greek, where Zorba (played by Anthony Quinn) upon being asked if he is married, replies, "Am I not a man? And is not a man stupid? I am a man, so I'm married. Wife,...
Why the Average Investor Underperforms the Market
By Jessica Lanning, JD, CFP® Annually, various organizations release studies that show that average investors underperform the markets, sometimes as much as 50% less, a frightening number for those do-it-yourselfer investors on the verge of...
The Do-It-Yourselfers’ Survival Guide to Hiring a Financial Planner
By Jessica Lanning, JD, CFP Attention all you late 40-, 50- and early 60-somethings who have been managing your finances on your own and think you might want to hire professional help: My goal here is to bring you some clarity so that you can get...
Hiring a Financial Planner Starts With 20-minute Phone Calls
By Jessica Lanning, JD, CFP® Attention all you late 40-, 50- and early 60-somethings who have attempted and "failed" to hire a financial planner: Simplify your hiring process. This article will tell you how. Financial Planning, Groundhog...
Misconceptions Busted on How Financial Planners Get Paid
By Jessica Lanning, JD, CFP® Two common misconceptions need to be cleared up before you can even start to understand how financial planners are paid and which one you should choose. Misconception #1: Planners paid by commissions are...
Pay Your Financial Planner Your Way
By Jessica Lanning, JD, CFP® When you pick a new financial planner, you want to be clear about how that person gets compensated, whether that works for your particular situation, and whether you feel you are getting good value. There are...
Watch and listen to Brett Swarts
Brett’s Podcast and Other Media Appearances
Deferred Sales Trust | MULTIFAMILY AP360
Defer Capital Gains Tax with Brett Swarts Brett helps his clients defer their capital gains taxes and enjoys planning exit strategies with sellers of bitcoin, real estate, and businesses and then determining whether the Deferred Sales...
Deferred Sales Trust | Wealth Strategy Secrets of the Ultra Wealthy Podcast!
The Ultimate Tax Strategy For a Liquidity Event Brett Swarts is considered one of the most well-rounded Capital Gains Tax Deferral Experts and informative speakers in the U.S. He is the Founder of Capital Gains Tax Solutions! Brett is...
Deferred Sales Trust | 10,000 Roads to Financial Independence
How Investors Can Defer Taxes Outside of 1031 Exchanges with Brett Swarts In this episode, Brett Swarts explains what alternative methods exist for deferring capital gains taxes that many investors haven't heard about and how to...
Deferred Sales Trust | Wealth Architect Podcast
How A Deferred Sales Trust Can Help Lower Taxes with Brett Swarts I HATE TAXES! In fact, you'll never pay more money to anyone in your life than you do to the taxman. In my interview with Brett Swarts, he shows us how we can use a cool...
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Learn How Dave Saved His 1031 Using
Deferred Sales Trust
ADD MORE VALUE TO YOUR HIGHLY APPRECIATED ASSET, LETS DEFER YOUR CAPITAL GAINS
This works for Real Estate Developer, Real Estate Private Owner, Real Estate Syndicators, Selling High end Primary Home, Commercial Real Estate, Selling a Business, Private Stocks, Bitcoin, and any Highly Appreciated Assets.
Our strategic alliance
Strategic alliance offer
“LEARN HOW TO HELP YOUR CLIENTS or PARTNERS SELL THEIR BUSINESS, OR INVESTMENT REAL ESTATE SMARTER”
Think About Adding More Value to Your Service and Helping Your Clients Defer Hundreds of Thousand Of Dollars Of Their Capital Gains, Save Their 1031 Exchange, Preserve Their Wealth, Create More Wealth By Buying At Any Time All Tax Deferred, Plan Wisely For Their Retirement… And Having Me Always As Your Guide Walking You Through Each Step.
CALL US AT: (916) 886.2986
Email us at: info@capitalgainstaxsolutions.com
