Not Your Average Financial Podcast™

Episode 304: The Deferred Sales Trust 2.0 with Brett Swarts

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In this episode, we ask:

  • Who needs to hear about this?
  • Would you like to watch select clips on YouTube?
  • What about tax strategies?
  • What about deferring tax?
  • Is it always a good or bad idea?
  • What is the deferred sales trust or DST?
  • How does the DST 2.0 take things a step further?
  • How does the DST 2.0 work?
  • What about your team?
  • Are taxes going up in the future?
  • Who is Brett Swarts?
  • Would you like to hear Episode 181?
  • What is Brett passionate about?
  • What is a 1031 exchange?
  • What is happening in California?
  • What about a case study?
  • What is the problem?
  • What about freedom?
  • What would 1031 work for?
  • What about changes in the law?
  • How does a Deferred Sales Trust help?
  • What about Deferred Sales Trust 1.0?
  • What can you buy?
  • What about the Deferred Sales Trust 2.0?
  • What about a case study?
  • What is the estate tax exemption?
  • Do you want it into or out of the taxable estate?
  • What about inheritance?
  • Who has an estate tax problem?
  • What are the requirements?
  • Where will taxes take us?
  • What do you need?
  • What do you want?
  • How long will it take?
  • What about diversifying?
  • What happens in youth?
  • What happens after building up some assets?
  • What happens in passive income?
  • What happens later in life?
  • Who is on your dream team?
  • Is there a one-size fits all solution?
  • How can we become a force?
  • What happened in 2008?
  • What about study and practice?
  • What about nuance and rules?
  • What about mindset?
  • What about swap until you drop?
  • When are we most likely to need access to cash?
  • When are real estate prices likely at their lowest?
  • When are banks least likely to lend?
  • How many income streams do you keep?
  • What are the traps of the 1031?
  • What about flexibility?
  • What about the current wealth transfer?
  • Would you like to read Brett’s book, Building a Capital Gains Tax Exit Plan?
  • Would you like to visit capitalgainstaxsolutions.com?
  • Do you always want to pay more?
  • What happened to wealth between 2008 and 2011?
  • What about the opportunity to transfer assets and exit assets in ways that make sense to you?

    • The topics presented in this podcast are general information only and not for the purposes of providing legal, accounting or investment advice. On such matters, please consult a professional who knows your specific situation.

    Brett Swarts is considered one of the most well-rounded Capital Gains Tax Deferral Experts and informative speakers in the U.S. He is the Founder of Capital Gains Tax Solutions, is an exclusive Deferred Sales Trust Trustee, host of the Capital Gains Tax Solutions podcast and an eXp Commercial Multifamily Broker in Sacramento, CA and Saint Augustine, FL.
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