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Welcome to our latest episode!

Today, we’re joined by Brett Swarts, Founder of Capital Gains Tax Solutions, best-selling author, and SUCCESS® Certified Coach. With a remarkable track record in facilitating over $500 million in Deferred Sales Trust (DST) transactions, Brett has made it his mission to help high-net-worth individuals and their advisors defer taxes and build lasting wealth through strategic planning.

In this high-impact conversation, Brett breaks down the Deferred Sales Trust (DST) structure and how it empowers entrepreneurs, real estate investors, and business owners to defer taxes, reinvest, and grow their wealth tax-efficiently. He shares real-world examples, such as dentists and car wash owners who used the DST to unlock passive income, diversify their investments, and regain control of their financial future. Brett also dives into critical differences between the DST and the Delaware Statutory Trust, how to avoid wealth-destroying mistakes, and the powerful strategy of "partnering with the trust" to create new depreciation schedules and boost returns.

If you’re looking to preserve your hard-earned capital, create true passive income, and use tax strategies to build long-term wealth, this episode is a must-listen. Tune in now to discover how you can take control of your exit strategy and unlock greater freedom and impact through advanced tax planning!

TIMESTAMPS

01:17 – Guest Intro: Brett Swarts

06:41 – What Is a Deferred Sales Trust (DST) and How Does It Work?

08:26 – DST vs. Delaware Statutory Trust: Understanding the Difference

09:58 – How DST Unlocks Passive Income and Financial Freedom

11:13 – Flexible Investment Options and Entrepreneurial Control with DST

13:09 – Using DST to Be Your Own Managing Member and Fund New Ventures

14:50 – Making the DST an Investment, Not an Expense: Fees Explained

16:48 – Deferring Both Capital Gains and Income Tax Through DST

17:36 – Creating New Depreciation Schedules with the DST Structure

19:55 – How DST Strategies Help Avoid Estate (Death) Tax

24:54 – Real Client Story: Selling a Business, Diversifying, and Thriving with DST

28:59 – How to Connect with Brett and Explore DST Further

Connect with the Guest:

Website: https://capitalgainstaxsolutions.com/

LinkedIn: https://www.linkedin.com/in/brett-swarts/

Instagram: https://www.instagram.com/brett_swarts/

Youtube: https://www.youtube.com/@CapitalGainsTaxSolutions

#TaxStrategies #DeferredSalesTrust #WealthBuilding #PassiveIncome #CapitalGainsTax