Aug 27, 2026
If you own a highly appreciated multifamily property, you have probably asked yourself this question more than once: “How do I sell without losing 25% to 50% of my profits to capital gains tax?” For many investors, especially those operating in states like California...
Aug 26, 2026
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 sits down with self-storage entrepreneur, AI innovator, and founder of Storage Moguls AI, Joe Downs, to explore...
Aug 26, 2026
By Brett Swarts, Founder and CEO of Capital Gains Tax Solutions, Deferred Sales Trust Trustee Most people find out how much capital gains tax they owe about three weeks before closing. The LOI is signed. The buyer has wired earnest money. Then the CPA runs the number...
Aug 26, 2026
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 might feel like it in the beginning with easy loans, structured processes, and predictable terms. But when the market...
Aug 25, 2026
In an environment where market cycles shift quickly and tax policies continually evolve, high-net-worth investors must master both the financial and personal disciplines that lead to long-term wealth. Few professionals embody this balance better than Patrick Lilly, a...
Aug 24, 2026
Starting a business from the ground up can be rewarding, but it also comes with significant risk, uncertainty, and a steep learning curve. Franchising offers a different path—one built on proven systems, established brands, and scalable business models that can help...
Deferred Sales Trust Company > Blog > Page 8
