Deferred Sales Trust | House Dudes Podcast

December 22, 2019

Episode 141

House Dudes Podcast

Deferred Sales Trust vs 1031 Exchange with Brett Swarts

 

 

Brett Swarts is the CEO of Capital Gains Tax Solutions and every year equips hundreds of business professionals with the Deferred Sales Trust tool to help their high net worth clients solve capital gains tax deferral limitations. His experience includes: numerous Deferred Sales Trust, Delaware Statue Trust, 1031 exchanges and $85,000,000 in closed commercial real estate brokerage transactions. He’s an active commercial real estate broker and investor himself with experience and holdings in Multifamily, Senior Housing, Retail, Medical Office and Mixed-Use properties. He is a licensed California Real Estate Broker and holds series 22 and 63 licenses. He is formerly an associate at the largest Commercial Real Estate Brokerage firm in the country and has years of experience and hands-on training from some of the best in the business. As a trustee, he is passionate in educating about capital gains tax deferral with a Deferred Sales Trust, how to divest from a business or real estate and gain freedom from feeling hostage to a 1031 exchange, and then invest back into and back out of real estate at any time (all capital gains tax deferred).

Brett is considered one of the most well-rounded capital gains tax deferral experts and informative speakers on the West Coast. His audiences are challenged to lean into multiple capital gains tax deferral strategies, create and develop a passive cash flow wealth plan of their own, and execute on this plan so they can create and preserve more wealth.

We chat about:

  • What are the benefits of a Deferred Sales Trust (DST) and buying real estate through the DST vs 1031 exchange
  • Estate Tax Savings! At the close of the DST, move funds outside of taxable estate to save 40% in estate tax
  • How do we know it’s Legal? Fees? Track Record?
  • DST Dissolving Partnership Advantage
  • New Depreciation Schedule!

 

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By Pink

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