The Cryptocurrency Deal Story

Of The Week With Brett Swarts



In the cryptocurrency world, we’re now up to three deals that have closed. In fact, Jake and I just closed this last one. It was a $5 million sale if you haven’t seen that full episode, you can go back a couple. That particular client she worked for Google, she’s now retired from W2 Job. She bought Bitcoin, this only thing she owns. She’s a believer in Bitcoin. It went to $50 million. But her biggest thing was she was looking for a way to Defer the Capital Gains Tax not just to defer the tax. He also lives in California to retire from a W2 Tech Job, but to fund a new business startup with her college roommate. She had an outcome in mind. We were able to sell at 34,000 where Bitcoin was Bitcoin jumped up to 66. It’s now hovering like 61, 62. 

She sold the first 5 million and on January 1st plan is to sell 1.3 million to fully fund her business venture. That one close if you haven’t seen that full episode, you should go back and rewind. That is part of why we’re here right now. It’s part of why it’s Cryptocurrency Mastermind, not just DST because we believe you have an opportunity. If you’re listening to this you’re not only selling to defer to fund your business venture to buy an investment, real estate to diversify and liquid investments securities to take some chips off the table and maybe even repurchase crypto at a lower price all tax-deferred, and I’m about to explain how this work.




Closed Deal Story


Can I Save Capital Gains Tax When Selling Cryptocurrency? The answer is, “YES.”


Silicon Valley Technology Expert Finds A ‘Deferred Sales Trust’ To Break Open A Clear Path To Sell Cryptocurrency To Defer Capital Gains Tax


Can I save capital gains tax when selling cryptocurrency? The answer is, “yes.” About 7 years ago, Peter and his wife purchased their first Ethereum. Who would have anticipated that the value would have increased by thousands of percent in just a few years? Peter, who has worked in the technology field for more than 20 years, saw a great opportunity to sell in late 2017, however, without a clear legal plan to defer the large capital gains tax, found himself feeling trapped by the consequences of selling.

Peter held on to his belief in the fundamental value of ethereum and the potential business opportunities it brought to end-users during the 2018 crash when the value of ETH fell from $1,432 to below $90. “That was a tough pill to swallow,” Peter continued. Fortunately, everything returned in 2021, and much more. In early 2021, Peter met Jessica Lanning of Lanning Financial who told him about the Deferred Sales Trust and introduced him to Brett Swarts of Capital Gains Tax Solutions. Then in May of 2021, ETH reached an all-time high of $4362. “I knew it was time to sell at least a big portion of my stock since I didn’t want to miss this opportunity again. Let’s just say it’s been a long three years since the high in 2018.”



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