Part 1: One Thing To Focus On For Your Bitcoin Deferred Sales Trust Transaction



Hi, I’m Brett Swarts, founder of Capital Gains Tax Solutions. We’re covering the number one thing to focus on for your Bitcoin Deferred Sales Trust transaction. This is part one in a couple of part series where we’re just kind of trying to make everything very clear and concise for you. If you’re considering selling any cryptocurrency whatsoever, and you want to defer the capital gains tax. Part of what we believe here at Capital Gains Tax Solutions is giving you freedom for capital gains tax when selling your highly appreciated cryptocurrency. As a part of the journey so far and for clients, we’ve helped. We’ve come across a few things that I think you’re going to really find helpful in this video. 

The first thing I would say is the strategy and motivation behind why you are selling. In that particular part of it, I want you to focus on the timing and setting a target. For the Deferred Sales Trust clients that I’ve helped so far, 100% of them who have sold cryptocurrency using the Deferred Sales Trust, had a hyper-focused clarity plan with their numbers. In other words, they knew exactly what they want it to sell for, and what that amount would mean to them if they could redeploy that into something else. For one client, in particular, he was in his 40s, he’s married and he has a couple of kids, and he’s been working in the tech, Silicon Valley for over 20 years. Part of what he wanted to do was to have enough to be able to retire on not have to go back to the W2 job. His motivation was time with his family time to be able to travel to have some location freedom to be able to sleep well at night, knowing that he’s taking care of his family’s taking care of at a conservative rate of return. The other one, she was in her 20s, and she really wanted to focus on starting a new business venture, had a dream of building a business with her college roommate. For her, she knew that this amount that she could defer to be able to kind of redeploy all tax-deferred into another business. Meant she no longer also had to work, the W2 job or let’s say building someone else’s dream. She wanted to build her own dream, or she had her own ambitions and do it with somebody she really cared about and had a good close relationship with.

So really understanding the “WHY” behind you’re selling. There are always financial reasons to sell, and there are personal reasons to sell, and there are also business reasons to sell and trying to focus on the motivation, the strategy behind what that means to you. That’s always I believe, the number one thing to focus on. As a part of that, it has to do with timing. So timing, not only of the investment Crypto world, and the prices, but also timing for when you’re going to be able to execute that next business plan or open up that next chapter of your life. Again, for both of these clients, they both had an exact target on the number they need to be. For example, one client, when he was selling Ethereum, and Bitcoin but mostly Ethereum. He had a target price of 3000 of Ethereum, and so for him, he had to wait, when it hit that number, he knew exactly the amount he wanted to sell. Also, it’s important to understand that both of these clients of mine, they didn’t want to sell everything all at once. In other words, they were going to dollar cost average out. They believe in a long term investment strategy of Bitcoin and Ethereum for these two cases. If I could just take a chunk of it out now or dollar cost average out, what would that mean for me moving forward, and so for one of them, Ethereum needed to hit 3000, and it did, and they were able to sell multiple millions of dollars out all within one hour, and we’ll talk about all of that in the next few videos as well. The second one had a target price of 54,000, and again, she looked at it as look, this number at 54,000 equates to this amount of USD, and this amount of USD is exactly what I need for my next adventure, and it was they had a plan and a strategy for the numbers. It wasn’t just arbitrary. It was very clear. It was very thought out, and so that is the best thing that you can do. It’s like business planning, or setting goals. All the things we were taught to do with anything else in life, we want to make sure we’re doing that with our investments and the sale of our cryptocurrency.

The second thing would be just or just a reminder that again, you don’t have to sell everything out all at once. There can be, not just like dollar cost average into different investments and different real estate different businesses. You can also The dollar cost average outside of the sale of your cryptocurrency. So don’t feel like you have to do it all at once. You can form one trust, and you can have multiple assets sold, or that same asset sold in different amounts a period of time. So it’s actually very seamless and very flexible for you. I want to invite you to check out my next video, which is all about getting to know the team. This is the second most important thing to really focus on when it comes to using the Deferred Sales Trust for your Bitcoin or other Cryptocurrency transaction, and that involves the trustee, which is me, and involves the DST tax attorney, financial advisor, the bank banker looking at all the people that are involved, that’s on the next video. So I want you to check that out. But in the meantime, I also want to call you to some action right now, and I wanna encourage you to join our Free Deferred Sales Trust Mastermind, which happens every Friday, by the way at 10 am Pacific Standard Time or 1 pm Eastern Time. Where we are live streaming of the mastermind, and you’re welcome to join us, ask questions. We’re talking about the deal close story the week. 

We’re talking about all things Deferred Sales Trust, it’s kind of like a classroom, or we’re all sitting having a beer or drinking some coffee together. We’re just kind of trying to break this down for everybody. There are some clients that come to mind. There are some strategic partners that come online, and there are folks just like you who are looking at the Deferred Sales Trust for the first time and you’re saying, “Man, am I alone in this? Or is this thing real? Can other people doing this? Can I go through a process with people who are learning about it for the first time?” and you can and that’s every Friday 10 am Pacific Standard Time, 1 pm Eastern with the Deferred Sales Trust Mastermind you can go to right now to Register, and also learn more about the Deferred Sales Trust that’s Go there right now register and we look forward to seeing you in the Mastermind and also chat with you in the next video here. That’s coming up shortly. Thanks so much for watching this video. Please share this with someone that could help out who is feeling challenged with Capital Gains Tax when selling their highly appreciated cryptocurrency.




Closed Deal Story


Selling Bitcoin, Ethereum Capital Gains Tax-Deferred Using the Deferred Sales Trust


I believe that is where we’re at with cryptocurrency’s current marketplace. We closed the first Bitcoin and Ethereum case for $5 million and helped the client defer around $1.5M in capital gains tax. Now we’re getting a wave of individuals who are finding us. You might be finding us right now.

One of the biggest challenges with folks who are selling cryptocurrency is they want to be able to diversify, they want to be able to time the real estate market and or even the crypto market, they want to be able to have some liquidity, some cash flow, and so part of this vision is taking helping our clients who are in cryptocurrency, buy an investment, real estate, all tax-deferred, using the Deferred Sales Trust, also invest with Jake Mellor as the financial advisor to in a diversified investment grade security or start a business. Whatever the outcome that you want to do. Why is it that you’re investing with any type of asset? What if you could sell high, diversify, and buy back in whenever you’d like to? This is what we’ve already done and we’re doing, we’ve already proven it.

Read The Full Case Study Here



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