Deferred Sales Trust | Financial Gravity Podcast

July 31, 2019

LISTEN TO SHOW NOW

Brett Swarts is the CEO of Capital Gains Tax Solutions. He has developed a rock-solid tax strategy when it comes to capital gains and he focuses on helping people solve their capital gains challenges when they try to sell their highly appreciated real estate. Brett explains more about the tax laws in place and the strategies he and his team have developed to leverage them for the best results. He and John discuss some scenarios in which deferring taxes can be a highly profitable solution in the long run, and how you can benefit from it. Tune in to find out more.

KEY TAKEAWAYS:

[:19] John introduces his guest for this episode — Brett Swarts.

[1:43] What does Brett do?

[2:30] Brett explains how changes to estate taxes have impacted property owners over the year.

[4:46] Brett dives into tax law and why this new structure of the Deferred Sales Trust would be pretty safe.

[6:45] How does Brett’s structure work?

[11:03] John and Brett discuss some alternative scenarios.

[15:32] Brett speaks to his role as a trustee in this situation and how he uses life insurance as a part of his strategy.

[18:48] What are some of Brett’s compounding strategies?

[25:07] What are some of the pitfalls to look out for?

[27:17] John and Brett walk through some possible scenarios of how the trust can be used.

[36:53] This strategy has its place in coastal cities and big towns.

[38:23] Brett encourages you to get educated on the tools and strategies that are out there.

[41:03] CPAs are not tax planners, and these strategies are not common enough for the average accountant to know about.

[45:16] Get in touch with Brett by calling him directly or visit his website to find out more.

MENTIONED IN THIS EPISODE:

Call Brett Swarts – 916 886 2896

Brett Swarts

Capital Gains Tax Solutions

Brett Swarts on Bigger Pockets

Brett Swarts on YouTube

Brett Swarts on LinkedIn

Campbell Tax Law

Estate Planning Team

IRS

FINRA

Equis Capital

 

LISTEN TO SHOW NOW

By Brett

Related Articles

Deferred Sales Trust | Money Tree Podcast

Deferred Sales Trust | Money Tree Podcast

The Ultimate Insider’s Guide To The Deferred Sales Trust LISTEN HERE NOW Are you considering the Deferred Sales Trust to defer capital gains taxes on the sale of your business, real estate or low costs basis stock? This episode is the Ultimate Insiders Guide to the...

read more
Deferred Sales Trust | Land Geek Podcast

Deferred Sales Trust | Land Geek Podcast

LISTEN HERE NOW Our guest today has a deferment strategy when it comes to capital gains tax. He quips hundreds of business professionals with the Deferred Sales Trust tool to help his high net worth clients solve capital gains tax deferral limitations. Brett...

read more

0 Comments

The Deferred Sales Trust Guide.

"Find out how to escape feeling trapped by capital gains tax without doing a 1031 exchange."

 

Enter your best email below and we will send you a FREE copy of our guide, the "Deferred Sales Trust; escape feeling trapped by capital gains tax!" Check your email after you click get access now. 

Check your email for the Deferred Sales Trust Guide