Unlocking Wealth: The Power of Trust in Tax and Legal Experts with Brett Swarts - podcast episode cover

Unlocking Wealth: The Power of Trust in Tax and Legal Experts with Brett Swarts

Jun 15, 202331 minEp. 483
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Episode description

Brett Swarts is an expert in solving the tax problem faced by high net worth individuals. He does this using a deferred sales trust, a tool that allows individuals to defer tax in the same way as a 1031 exchange or IRA. With this trust, investors can diversify their investments and purchase different types of assets at the right time. The trust is established using a business trust coupled with a tax code called IRC 453. Once in the trust, individuals can defer tax on primary homes, businesses, cryptocurrencies, investments, and real estate deals worth over a million dollars. Brett's expertise is in creating these delayed tax trusts for his clients and helping them invest their funds wisely.

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Unlocking Wealth: The Power of Trust in Tax and Legal Experts with Brett Swarts | Real Estate Investing with the REI Mastermind Network podcast - Listen or read transcript on Metacast