Real Talk with Leigh Brown

287 - The Best Real Estate Tax Strategy with Brett Swarts


Listen Later

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

  • Cons of using a 1031 exchange
  • How to stay liquid without having any tax consequences
  • Types of assets that deferred sales trust works for
  • Why deferred sales trust is such a great option

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.

Connect with Brett

  • Website: www.capitalgainstaxsolutions.com
  • YouTube: Capital Gains Tax Solutions
  • Podcast: Capital Gains Tax Solutions Podcast

Connect with Leigh

Please subscribe to this podcast in iTunes or in the Podcasts App on your phone, and never miss a beat from Leigh by visiting https://leighbrown.com. DM Leigh Brown on Instagram or on Twitter or any social networks by clicking here.

Subscribe to Leigh's other podcast Real Estate From The Rooftops!

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