Deferred Sales Trust | Your Lot and Parcel

May 10, 2021
Deferred Sales Trust | Your Lot and Parcel

LISTEN HERE NOW

My guest created ‘Capital Gains Tax Solutions ‘to equip high net worth individuals and their trusted advisors with the Deferred Sales Trust™ tool to help them solve capital gains tax deferral limitations. The first step to a great exit and wealth plan is to sell your highly appreciated assets when the time is right for you. The second step is to defer your capital gains tax, pay off your debt and remove funds from your taxable estate. The last step is to have the funds invested in a diversified portfolio of liquid investments and real estate. The foundation to these 3 steps is timing.

http://www.yourlotandparcel.com

 

By Brett

Related Articles

Deferred Sales Trust | Lockbox

Deferred Sales Trust | Lockbox

The Lockbox Podcast with Jeffrey Brogger introduces listeners to the founder of STEEZY.Digital and how to empower real estate professionals with technology. Jeffrey has coached many clients on growing their businesses and looks to get insight to his listeners from the...

read more
Deferred Sales Trust | Luxury Listing Specialist

Deferred Sales Trust | Luxury Listing Specialist

The Blockbuster vs. Netflix Solution to Capital Gains Tax w/Brett Swarts   Sometimes I'll do some high-level ninja-trick podcasts that dive deep into some really important marketing angles... and capital gains tax is one of those sticking points. You might be...

read more
Deferred Sales Trust | Wheelbarrow Profits

Deferred Sales Trust | Wheelbarrow Profits

Break Out Of Capital Gains Tax With Brett Swarts Learn how to unlock a transformational exit and wealth plan for yourself or your clients who struggle with capital gains tax when selling any kind of highly appreciated asset. In this episode, Jake and Gino talk with...

read more

0 Comments

Learn Our 9.Step Framework

"How To Sell Your Real Estate Or Business Or Any Highly Appreciated Assets Smarter"

Check your email for the Deferred Sales Trust Guide

Secured By miniOrange