Brett Swartz: The Right Exit Plan Strategy That Protects Your Capital Gains Tax Deferral EP 008

Brett Swartz is the Founder of Capital Gains Tax Solutions and host of the Capital Gains Tax Solutions podcast. Each year, he equips hundreds of business professionals with the Deferred Sales Trust tool to help their high net worth clients solve capital gains tax deferral limitations.  He is passionate about educating people in Capital Gains Tax Deferral with a Deferred Sales Trust, how to divest from a business or real estate, and gain freedom from feeling hostage to a 1031 exchange, then invest back in to a new business venture or investment real estate at any time, called optimal timing.  His experience includes numerous Deferred Sales Trusts, Delaware Statutory Trusts, 1031 exchanges and $88,000,000 in closed commercial real estate brokerage transactions. He’s an active commercial real estate broker and investor with brokerage experience and ownership in many types of real estate. He is a licensed California Real Estate Broker. Here are some details in what we discussed in the episode: How Brett got to know what real estate clients need early in his career How he applied this strategy and started coaching others on how to use a Deferred Sales Trust Why a Deferred Sales Trust is the “new way to do things” and how it can help you finance whatever it is you need  How to save on your tax bill at the end of the year I hope you will find this podcast as fascinating as I have. Brett has made waves in financing and teaching about the Deferred Sales Trust. Please let me know your thoughts!   Connect with Brett Swartz Capital Gains Tax Solutions Website Capital Gains Tax Solutions Facebook Page  Brett Swarts Linkedin Linkedin Business page: https://www.linkedin.com/company/19201493/ Capital Gains Tax Solutions BiggerPockets Page  Capital Gains Tax Solutions Youtube Page  Twitter: https://twitter.com/1031option Facebook: https://www.facebook.com/brett.swarts   Instagram: https://www.instagram.com/brett__swarts/  Instagram business page: https://www.instagram.com/deferredsalestrust/ https://www.facebook.com/capitalgainstaxsolutions/ https://www.youtube.com/channel/UCAykQNmIWZ0KARBeVWcQxUA https://www.biggerpockets.com/users/BrettSwarts https://www.instagram.com/deferredsalestrust/ https://www.linkedin.com/in/brett-swarts/ https://twitter.com/1031option www.capitalgainstaxsolutions.com  Connect with Ricardo Matos Website:  https://srsfranchise.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices