Press Release: Capital Gains Tax Solutions Welcomes Ashcroft Capital to their Network of Strategic Alliances

February 02, 2021
Capital Gains Tax Solutions Welcomes Ashcroft Capital

California & Nevada’s Capital Gains Tax Solutions brings on acclaimed Ashcroft Capital to form a first-rate alliance for exclusive Capital Gains Tax Solutions Deferred Sales Trust clients. Ashcroft Capital specializes in purchasing multifamily properties in major metropolitan statistical areas (MSA’s) which demonstrate consistent rent growth, low vacancy, and a growing Real GDP. The Deferred Sales Trust unlocks capital that otherwise would be taxed before being invested with Ashcroft Capital. 

Capital Gains Tax Solutions (“CGTS”) has announced it will be welcoming a specially selected team of Ashcroft Capital management multifamily syndication investment professionals to its growing network.

Headquartered in Folsom, California, CGTS is an exclusive trustee for the Deferred Sales Trust in partnership with the Estate Planning Team (EPT). The Estate Planning membership organization is comprised of legal and financial service professionals dedicated to preserving their client’s wealth and protecting their estates. Central to the company’s strategy is wealth transfer, capital gains tax deferral, and asset protection.

Part of the vision for CGTS and EPT is to bring together a dream team of investment real estate, securities, and tax deferral specialists to help unlock a transformational exit plan for trusted advisors of high net worth individuals and their clients.

Brett Swarts, CEO and Founder of Capital Gains Tax Solutions, commented, “The formation of combining the track record of Joe Fairless, Frank Roessler and the rest of Ashcroft capital professionals will provide CGTS strategic alliances and their respective client’s with access to world-class passive multifamily Deferred Sales Trust investment options.”

Capital Gains Tax Solutions Welcomes Ashcroft Capital

Joe Fairless is the Co-founder of Ashcroft Capital which has over $1,100,000,000 in real estate assets under management. In addition to his work with Ashcroft Capital, Joe created the podcast, Best Real Estate Investing Advice Ever Show, which is the longest-running daily real estate podcast in the world. 

Mr. Fairless, who has aligned with Capital Gains Tax Solutions stated, “I have worked with many of the best Tax Advisory firms in the business, but CGTS’s unique approach to creating a clear plan with the Deferred Sales Trust allows investors to invest in a similar way a 1031 exchange does, just not with all of the complications.”

CGTS is particularly excited to expand the Deferred Sales Trust™ (“DST”) offering to a wider investment real estate and entrepreneur audience, many of whom are not as comfortable investing in the stock market. Now with the added insight and real estate investment opportunities of the Ashcroft Capital Team and over $1,100,000,000 worth of real estate experiences, CGTS feels this will further enhance the value it brings to its clients. 

Since CGTS’s mission is to help Business Professionals Deliver A Transformational Exit Plan For Their Perfect Clients Using A Deferred Sales Trust, the alignment with Ashcroft Capital was clear to Brett Swarts when Mr. Fariless stated, “If money wasn’t an object, how would your life change? Would you spend more time with your children? Would you start a nonprofit organization like you’ve been talking about for years? Maybe you’d quit your current job and find one you truly enjoy. Whatever your answer is, I bet financial freedom would lead you to do more good, and that’s my focus.” Mr. Swarts went on to state, “One of the core foundations of a transformational exit plan is freeing up your time and energy.” 

Deferred Sales Trusts, not to be confused with a Delaware Statutory Trust, are not a recent invention. In fact, they are over 25+ years old (the IRS Section tax code known as IRC 453 predates from the 1920s and is known as a “seller carry back” or “owner financing.” ) The simple principles of the DST is from this original IRC 453 tax code and are the foundation that is still used today and the structure has a 100% successful track record with 15 no change IRS audits.

 

 

ABOUT CAPITAL GAINS TAX SOLUTIONS:

Capital Gains Tax Solutions is an exclusive trustee for the Deferred Sales Trust. They are experts and focused on helping make simple all things DST and how it compares to other capital gains tax deferral options. They will help you outline the options of selling or not selling and the tax consequences for each deferral strategy, including opportunity zones, 1031 exchanges, Deferred Sales Trust, Delaware Statutory Trusts, & Charitable Remainder Trusts. Their goal is to teach you everything you need to know to design a tax-deferred optimal timing exit plan using a Deferred Sales Trust & then provide Deferred Sales Trust trustee services to help you achieve proven results. 

 

Brett Swarts is considered one of the 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, create and develop a tax-deferred passive cash flow optimal timing wealth plan of their own, and execute on this plan so they can create and preserve more wealth.  He is the Founder of Capital Gains Tax Solutions and host of the Capital Gains Tax Solutions podcast. Each year, he equips hundreds of business professionals with the Deferred Sales Trust tool to help their high net worth clients solve capital gains tax deferral limitations. 
Mr. Swarts is passionate about educating people in Capital Gains Tax Deferral with a Deferred Sales Trust, how to divest from a business or real estate, and gain freedom from feeling hostage to a 1031 exchange, then invest back into a new business venture or investment real estate at any time [all capital gains tax deferred] which he calls optimal timing. His experience includes numerous Deferred Sales Trusts, Delaware Statutory Trusts, 1031 exchanges, and $92,000,000 in closed commercial real estate brokerage transactions. He’s an active commercial real estate broker and commercial real estate investor with brokerage and ownership experience in multifamily, senior housing, retail, medical office, land, and mixed-use properties. He is a licensed California Real Estate Broker and has held Series 22 and 63 licenses.  
Brett was formerly an associate at the largest Commercial Real Estate Brokerage firm in the country (Marcus & Millichap), is an eXp Commercial Multifamily Broker now, and has years of experience and hands-on training from some of the best in the business. He lives in Roseville California, with his wife, Melanie, and their 5 children. 
GET YOUR DEFERRED SALES TRUST FREE GUIDE AND STRATEGIC CONSULTATION CALL FOR YOUR LIVE DEAL HERE:
Enter in your details in our free DST calculator here:

ATTN: Business Professionals. Realtor, CRE Broker, CRE Syndicator, Business Brokers, Financial Advisors. Get your copy of our FREE EBOOK “How To Sell Your Business And Real Estate Smarter In 9 Steps”

By Brett

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