The Real enTREpreneur™ Podcast

Deferred Sales Trust: The Netflix of 1031 Exchange in Real Estate

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Deferred Sales Trust: The Netflix of 1031 Exchange in Real Estate | EP 71 

In today's episode, Matt sits down with Brett Swarts, founder/CEO Capital Gains Tax Solutions LLC in California.   This is 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 wealth-building options so they can create & preserve more wealth."  

They dive into the number one reason why investors choose to utilize the deferred sales trust over a 1031-exchange and the pros/cons of each.  

With 1031-Exchange:

  • Very restrictive
  • Non-flexible
  • Only works for real estate investments
  • Doesn’t work for cryptocurrency, business, artwork collectibles, public or private stock

    • With Deferred Sales Trust:

    • Can utilize in ANY asset of ANY kind
    • $1M net proceeds
    • $1M gain on the asset
    • No timing restriction
    • One client is dollar-cost averaging into different investments by diversifying his wealth
    • 10-year terms

      • You can learn more about Brett and see when his new book is coming out here: https://capitalgainstaxsolutions.com/ as well as join his free mastermind class.

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      The Real enTREpreneur™ PodcastBy Alex Coffman
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