Press Release: Capital Gains Tax Solutions Welcomes Passiveinvesting.com to their Network of Strategic Alliances

April 08, 2021

Press Release: Capital Gains Tax Solutions Welcomes Passiveinvesting.com to their Network of Strategic Alliances

April 8th, 2021 by Capital Gains Tax Solutions NV, LLC

FOR IMMEDIATE RELEASE: Capital Gains Tax Solutions Welcomes Passiveinvesting.com to their Network of Strategic Alliances 

Capital Gains Tax Solutions NV, LLC brings on acclaimed PassiveInvesting.com to form a first-rate alliance for exclusive Capital Gains Tax Solutions Deferred Sales Trust clients. PassiveInvesting.com is a national private equity real estate investment firm acquiring large $20mil+ apartment complexes and self-storage facilities across the USA using private, accredited investor funds. As an example, one of their recent acquisitions was a $57.6mil class B+ asset in an A+ area in Raleigh, NC. 

Capital Gains Tax Solutions (“CGTS”) has announced it will be welcoming a specially selected team of PassiveInvesting.com 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 Dan Handord, Danny Randazzo, Brandon Abbott and the rest of PassiveInvesting.com professionals will provide CGTS strategic alliances and their respective client’s with access to world-class passive multifamily and self-storage Deferred Sales Trust investment options.”Dan Handford is one of the co-founders of PassiveInvesting.com which has over $380,000,000 in real estate assets under management. In addition to his work with PassiveInvesting.com, Dan is also the founder of the Multifamily Investor Nation Podcast and Multifamily Investor Nation with over 35,000+ multifamily investors and apartment syndicators and hosts one of the largest online summits.

Dan Handford is one of the co-founders of PassiveInvesting.com which has over $380,000,000 in real estate assets under management. In addition to his work with PassiveInvesting.com, Dan is also the founder of the Multifamily Investor Nation Podcast and Multifamily Investor Nation with over 35,000+ multifamily investors and apartment syndicators and hosts one of the largest online summits.

Mr. Handford, who has aligned with Capital Gains Tax Solutions stated, “When you have a big taxable event, your frustration is how can I keep as much of that money as close as possible. Usually what you’ll see is these people with businesses that they’re selling or stocks that they’re trying to offload, and cryptocurrency or other high-value stocks. They’re trying to figure out a way to properly exit those to be able to set themselves up for success and hold on to as much money as possible. So you work all these years to build your business up. And you get to the point of being able to have this really nice successful exit, and you realize that you have to pay a lot of that money into the government for taxes. But, if there’s a way for you to have a vehicle, that you all obviously provide Brett that can help people reduce that taxable burden or that liability, it can be a win-win for sure.”

Watch Brett’s Interview with Dan Handford

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 PassiveInvesting.com  Team and over $380,000,000 worth of real estate experiences, CGTS feels this will further enhance the value it brings to its clients by helping them create and preserve more wealth. 

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 PassiveInvesting.com was clear to Brett Swarts when he attended Mr. Handford Multifamily Investor Nation Summit to where Mr. Handford and distinguished speakers and educate a nationwide group (20,000+ members) of multifamily investors on how to properly invest in multifamily assets. Mr. Swarts went on to state, “One of the core foundations of a transformational exit plan is understanding how to invest into passive or active multi-family properties throughout the entire United States. It’s no longer enough to just invest in the coastal markets by yourself such as California or New York. We believe now more than ever, avoiding markets nearing a potential bust and that are currently experiencing extremely low cap rates is foundational to diversification.” 

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 are 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.  

Brett 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 $200,000,000 in closed Deferred Sales Trust & 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: https://capitalgainstaxsolutions.com/

Enter your details in our free DST calculator here: http://mydstplan.com/taxsolutions

ATTN: Business Professionals…Realtor, CRE Broker, CRE Syndicator, Business Brokers, Financial Advisors…click this link now to learn more about our coaching program: https://www.experttaxsecrets.com/free

By Brett

Related Articles

Deferred Sales Trust | Crazy Sh*t In Real Estate

Deferred Sales Trust | Crazy Sh*t In Real Estate

  287 - The Best Real Estate Tax Strategy with Brett Swarts   LISTEN HERE NOW   If you think that deferred sales trust is way over your head, you might change your mind after this episode. Stay tuned as Brett Swarts shares a creative way of mitigating...

read more
Deferred Sales Trust | The HyperFast Agent Podcast

Deferred Sales Trust | The HyperFast Agent Podcast

Brett Swarts on the Value of a Deferred Sales Trust HFA Podcast #284   Watch the episode here: LISTEN HERE NOW Back in 2008, Brett had to make a choice, either step away from his real estate brokerage or find another way to stay in the game. The decision to keep...

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