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Ep 032: Eliminate the Need for the 1031 Exchange with Tax-Deferred Trusts!
Brett Swarts, Capital Gains Tax Solutions
Episode 032 Eliminate the Need for the 1031 Exchange with Tax-Deferred Trusts!
The Lockbox Podcast with Jeffrey Brogger
Brett Swarts of Capital Gains Tax Solutions looks to help high-net-worth individuals create and preserve more wealth. Brett specializes in using the Deferred Sales Trust, not the 1031 exchange, to help high net worth individuals take advantage of tax deferral, liquidity, diversification, and the ability to buy property at optimal timing. Brett has a passion to create a relationship with the client and to find solutions that work in their best interest.
Brett’s mission is to train 500-hundred thousand business professionals to help clients escape the 1031 exchange forever. Brett and his team train luxury realtors, business brokers, financial advisors and CRE brokers and syndicators.
You’ll want to listen to this episode more than once to understand the creativity and problem solving that’s part of Brett’s process. In our conversation we discuss:
How the Deferred Sales Trust works.
Several examples on how clients benefited.
How Brett and his team scaled up Deferred Sales Trust transactions.
A cryptocurrency case.
The future of the real estate transactions.
Create your videos and be vulnerable.
What contributes to Brett’s professional and personal success?
Enjoy the show!
Connect with Brett:
Website: https://capitalgainstaxsolutions.com/
Connect with Jeff:
https://steezy.digital/
Facebook: https://www.facebook.com/jeffrey.brogger
LinkedIn: https://www.linkedin.com/in/jeffrey-brogger/
Twitter: https://twitter.com/jeffbrogger
FREE DOWNLOAD: The Ultimate Real Estate Goal Setting Framework
This SMART spreadsheet will automatically breakdown the number of phone calls, appointments, or open houses you need in order to achieve your income goal!!! Click below to download this SMART spreadsheet today!
https://steezy.digital/ultimate-real-estate-goal-setting-framework
Learn more about your ad choices. Visit megaphone.fm/adchoices
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By Jeffrey Brogger
5
44 ratings
Brett Swarts, Capital Gains Tax Solutions
Episode 032 Eliminate the Need for the 1031 Exchange with Tax-Deferred Trusts!
The Lockbox Podcast with Jeffrey Brogger
Brett Swarts of Capital Gains Tax Solutions looks to help high-net-worth individuals create and preserve more wealth. Brett specializes in using the Deferred Sales Trust, not the 1031 exchange, to help high net worth individuals take advantage of tax deferral, liquidity, diversification, and the ability to buy property at optimal timing. Brett has a passion to create a relationship with the client and to find solutions that work in their best interest.
Brett’s mission is to train 500-hundred thousand business professionals to help clients escape the 1031 exchange forever. Brett and his team train luxury realtors, business brokers, financial advisors and CRE brokers and syndicators.
You’ll want to listen to this episode more than once to understand the creativity and problem solving that’s part of Brett’s process. In our conversation we discuss:
How the Deferred Sales Trust works.
Several examples on how clients benefited.
How Brett and his team scaled up Deferred Sales Trust transactions.
A cryptocurrency case.
The future of the real estate transactions.
Create your videos and be vulnerable.
What contributes to Brett’s professional and personal success?
Enjoy the show!
Connect with Brett:
Website: https://capitalgainstaxsolutions.com/
Connect with Jeff:
https://steezy.digital/
Facebook: https://www.facebook.com/jeffrey.brogger
LinkedIn: https://www.linkedin.com/in/jeffrey-brogger/
Twitter: https://twitter.com/jeffbrogger
FREE DOWNLOAD: The Ultimate Real Estate Goal Setting Framework
This SMART spreadsheet will automatically breakdown the number of phone calls, appointments, or open houses you need in order to achieve your income goal!!! Click below to download this SMART spreadsheet today!
https://steezy.digital/ultimate-real-estate-goal-setting-framework
Learn more about your ad choices. Visit megaphone.fm/adchoices