Deferred Sales Trust | Wealth Matrs

Deferred Sales Trust | Wealth Matrs

LISTEN HERE NOW 073: Deferred Sales Trust with Brett Swarts Brett Swarts is the Founder of Capital Gains Tax Solutions. Aside from that, he is also the host of Capital Gains Tax Solutions’ Podcast. Each year, he equips hundreds of business professionals with the...
Help a Baby Boomer Sell their Highly Appreciated Primary Home

Help a Baby Boomer Sell their Highly Appreciated Primary Home

Meet Kathryn, a single retired nurse who lives in the Los Altos, CA and is also a baby boomer. She bought her house for $300k 25 years ago and is now considering selling for $2M. After her $250k exclusion, she still owes around $525k in capital gains taxes. She feels...
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