Expert Tax Secrets with Brett Swarts

Know the secrets of the Tax Expert. In today’s episode, we’re going to dive into them! Brett Stewarts is a Deferred Sales Trust Expert, Capital Gains Tax Deferral Expert, Investment Real Estate Expert, Multi-family Broker and the Founder of Capital Gains Tax Solutions– a company helping individuals to defer capital gains tax on the sale of their highly-appreciated assets, eliminate the need for a 1031 exchange, and deliver a transformational wealth plan to create and preserve more wealth.

[00:01] – [05:40] Opening Segment

Let’s get to know today’s guest, Brett Stewarts
Commercial Real Estate Game Changers

[05:41] – [21:19] Expert Tax Secrets

Stepped-Up Basis for Beginners
Using Deferred Sales Trust vs 1031 Exchange
Brett shares a crushing story
Cash to Fund the Trust

[21:20] – [27:38] Deferred Sales Trust

Multiple Assets in Deferred Sales Trusts
Brett talks about the process of using a single trust
Why You Should Use the Deferred Sales Trust
How to Raise Funds Using a Deferred Sales Trust

[27:39] – [31:15] Final Four Segment

Brett’s advice to aspiring investors
- “Learn to work harder on yourself than you do on your job.”
How Brett stays on top of his game
- Hire a coach
Brett’s way to make the world a better place
- Supporting Agape International Missions
Reach out to our guest – see links below
Final words

Resources Mentioned