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Brett Swarts | Building a Tax Deferred Exit Plan
Episode 721st June 2022 • Passive Wealth Principles • Jake Harris
00:00:00 00:17:41

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Property and business ownership can be stressful, especially when you're ready for a new start. 

Businesses and real estate owners often get taxed with 30-50% in capital gains tax on the sale of their assets (businesses, high-end primary homes, or investment properties).

Brett Swarts, founder of Capital Gains Tax Solutions helps his clients defer their capital gains taxes, works with sellers of bitcoin and real estate to plan exit strategies, and determines whether the Deferred Sales Trust is suitable for them.

In today's episode of the Passive Wealth Principles podcast, Brett shares his story and what was his first investment deal.

He will talk about some innovative ways to solve problems and how to create next-level tax strategies.

He will reveal how you can utilize deferred sales trust to gain future value and create a better position.

He will explain what is a deferred sales trust, how it works and why it can be an alternative to a 1031 exchange.

He will also discuss some of the planning that someone needs to do if they want to sell a highly appreciated asset and much more.

Listen now and enjoy!

What You’ll Learn in this Show: 

  • Brett’s background and what was his first investment deal
  • How can you utilize deferred sales trust to gain future value and create a better position 
  • Some innovative ways to solve problems that Brett discovered
  • What are some of the planning that someone needs to do if they want to sell a highly appreciated asset
  • And so much more...

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