To Use The Deferred Sales Trust or Not, That Is The Question

To Use The Deferred Sales Trust or Not, That Is The Question

Feb 18, 2022

  To Use The Deferred Sales Trust or Not, That Is The Question   Hi, my name is Brett Swarts, Founder of Capital Gains Tax Solutions where we help you or your clients escape feeling trapped by capital gains tax using a Deferred Sales Trust. In this video...
How Much of One Asset Is Too Much?

How Much of One Asset Is Too Much?

Feb 17, 2022

By: Jessica Lanning JD, CFP®  A commonly accepted guideline in the financial planning world is that no one “holding”, or “position” should represent more than 10% of one’s overall portfolio (total assets).  In other words, if you own $1,000,000 in assets, you...
Who The Deferred Sales Trust Is Not For

Who The Deferred Sales Trust Is Not For

Feb 16, 2022

  Who The Deferred Sales Trust Is Not For   “My biggest thing is I don’t want people to overpay” – Brett Swarts   I put in my shoe so I’m 36. I invest in senior housing deals, multifamily, retail, mixed-use value add opportunities. If...
Story Of How I Learned The Deferred Sales Trust

Story Of How I Learned The Deferred Sales Trust

Feb 14, 2022

  Story Of How I Learned The Deferred Sales Trust   It wasn’t easy. In fact, it was really challenging. You see the marketplace was a lot like what it is today and that it’s highly appreciated low inventory, and prices were through the roof and...
1031 Exchange vs Deferred Sales Trust – Buy At Optimal Timing

1031 Exchange vs Deferred Sales Trust – Buy At Optimal Timing

Feb 7, 2022

    1031 Exchange vs Deferred Sales Trust – Buy At Optimal Timing     Hi, I’m Brett Swarts, Founder of Capital Gains Tax Solutions, where we use the Deferred Sales Trust to help you escape feeling trapped by capital gains taxes. In this...