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 your tax burden that will leave your brain spinning.
Key takeaways to listen for
Resources mentioned in this episode
Rich Dad Poor Dad: What the Rich Teach Their Kids About Money That the Poor and Middle Class Do Not!
About Brett Swarts
Brett is a Deferred Sales Trust™ expert, capital gains tax deferral expert, investment real estate expert, multifamily broker, and the founder of Capital Gains Tax Solutions – a company helping individuals to defer capital gains tax on the sale of their highly appreciated assets, eliminate the need for a 1031 exchange and unlock transformational options so they can create & preserve more wealth.
He created ‘Capital Gains Tax Solutions‘ to equip high-net-worth individuals and their trusted advisors with the Deferred Sales Trust™ tool to help them solve capital gains tax deferral limitations.
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