Capital Gains Tax Planning Strategies
Level Up Your Impact: Using SEO to Compound Your Wealth and Life with Kevin Roy
In this episode of Build It to Billions, Brett Swarts sits down with Kevin Roy, CEO and co-founder of GreenBanana SEO, to explore how search engine...
The Multi-State Exit: Navigating Complex Transactions from $1M to $30M with Gregory Kovsky
Selling a business is rarely a simple transaction—especially when operations span multiple states, involve commercial real estate, or require...
The Global Leader’s Guide to Asset Protection and Tax Efficiency with Michael Malloy
Building wealth is one challenge. Preserving it across generations—while navigating an increasingly complex global tax and regulatory environment—is...
Why Manufacturing Businesses Are the Next Big Private Equity Opportunity Eric Wiklendt
Manufacturing is quietly becoming one of the most attractive sectors for private equity—and many business owners don't realize the opportunity...
The Most Overlooked Sector in Finance: How to Scale with Surety Bonds | Gary Eastman
When entrepreneurs think about financing growth, they often focus on banks, private equity, or venture capital. Yet one of the most overlooked...
Corporate Off-Ramp: How to Replace Your $250K Salary with Semi-Passive Franchises with Bob Bernotas
What if your six-figure corporate salary could be replaced with income from a business that doesn't require you to reinvent the wheel? In this...
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7 Reasons Family Offices Should Consider DSTs for Estate Planning
Introduction For family offices managing substantial multimillion dollar assets, exit planning presents unique challenges, especially when it comes to minimizing capital gains and estate taxes. The Deferred Sales Trust (DST) has emerged as an advantageous estate...
How to Get Rich When Real Estate Crashes (Contrarian Playbook) | Rod Khleif
When the real estate market crashes, most investors retreat. Fear rises, distressed properties hit the market, and buyers move to the sidelines. But for prepared investors, that uncertainty can create some of the greatest wealth-building opportunities. Multifamily...
Why Your 401(k) Won’t Make You Free: Build Passive Income Instead with Chris Miles
In this episode of Build It to Billions, Brett Swarts sits down with Chris Miles, founder of Money Ripples and “Anti-Financial Advisor,” to challenge the traditional path to retirement. Chris explains why relying on a 401(k), saving for decades, and waiting until...
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.