Capital Gains Tax Planning Strategies
Breaking the Multifamily Real Estate Capital Gains Tax Trap: Smarter Exit Strategies for Investors
If you own a highly appreciated multifamily property, you have probably asked yourself this question more than once: “How do I sell without losing...
Why AI is the Ultimate Employee (How to Scale From Millions to Billions) with Joe Downs
What if your next million-dollar employee didn't need a salary, vacation time, or even sleep? In this episode of Build It to Billions, Brett Swarts...
The Deferred Sales Trust: How Business Owners, California Sellers, and Bitcoin Holders Defer Capital Gains Tax
How business owners, California sellers, and Bitcoin holders defer capital gains tax with a Deferred Sales Trust. From trustee Brett Swarts, $500M+ closed.
Creative Financing & Tax Strategies: How Private Lending Unlocks Real Estate Freedom
If you’ve been in real estate long enough, you’ve probably realized something most investors learn the hard way: The bank is not your partner. It...
Best Practices for Building and Preserving Wealth Through Real Estate: Insights from Patrick Lilly
In an environment where market cycles shift quickly and tax policies continually evolve, high-net-worth investors must master both the financial and...
Why Franchising May Be the Fastest Path to Business Ownership and Financial Freedom with Jeff Shafritz
Starting a business from the ground up can be rewarding, but it also comes with significant risk, uncertainty, and a steep learning curve....
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Building a Retirement Lifestyle in an Uncertain Economy: Smarter Strategies for Lasting Wealth
If there’s one truth about retirement today, it’s this: the old playbook no longer works. For decades, investors followed a familiar path: save diligently, invest in stocks and real estate, and rely on steady market growth. But as discussed in Building a Retirement...
How a Fractional CFO Helps Business Owners Save Taxes & Prepare for a Big Exit | Sam Miles
Building a profitable business is one thing. Building a business that is financially organized, tax-efficient, and ready for a successful exit is another. Many entrepreneurs focus so heavily on revenue and day-to-day operations that they overlook the financial...
Deferred Sales Trust 2.0: The Ultimate Tax Deferral Strategy
As a high net worth individual (HNWI), managing capital gains and estate taxes can feel like an insurmountable challenge. With rising tax obligations, many investors are seeking alternative solutions that allow them to preserve wealth while deferring taxes. One such...
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.
“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.