Deferred Sales Trust | Franchise Euphoria Podcast

October 02, 2019

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Brett Swarts is the Founder of Capital Gains Tax Solutions and each year equips hundreds of business

professionals who have clients who struggle and feel trapped with capital gains tax when they sell their

business, CRE, primary home or other highly appreciated assets using a tool called a Deferred Sales Trust.

Brett is considered one of 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, help their clients create and develop an optimal timing passive cash flow wealth plan of their own, and execute on this plan so they can create and preserve more wealth and so the business professional can grow their business.

 

Key Takeaways:

[0:18] Today’s episode of Franchise Euphoria is brought to you by IndyFranchiseLaw.com, a leading resource in the franchise space. Head over to IndyFranchiseLaw.com learn more!

[0:59] Josh introduces today’s guest, Brett Swarts, the founder of Capital Gains Tax Solutions.

[2:01] Josh welcomes Brett to Franchise Euphoria.

[4:09] Brett gives an overview of his business career and what led him to establish Capital Gains Tax Solutions.

[6:40] Who is Capital Gains Tax Solutions?

[8:05] Capital Gains works with both the financial advisors and the individuals who are utilizing a financial advisor.

[9:21] Brett points out that at some point, every business owner will retire and likely sell their business, so it is important to implement a plan for when that time comes.

[15:27] Brett explains how the idea for Capital Gains Tax Solutions came about and what the logistics of running this type of service are.

[20:32] Capital Gains strongly encourages their clients to bring in their trusted advisors to vet their services before moving forward with them.

[24:53] Capital Gains has partners in every US state and have been providing their services for over 20 years.

[25:37] If you want to learn more about Capital Gains, you can visit www.CapitalGainsTaxSolutions.com.

[26:21] Thanks for listening, and please, reach out to Josh anytime through email at josh@franchiseeuphoria.com. If you enjoyed this interview, please leave us a review on iTunes.

Mentioned in This Episode:

josh@franchiseeuphoria.com

www.franchiseeuphoria.com

www.indyfranchiselaw.com

www.capitalgainstaxsolutions.com

 

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By Ivonnie

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