073: Deferred Sales Trust with Brett Swarts

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Wealth Matters By Alpesh Parmar

Business


Brett Swarts is the Founder of Capital Gains Tax Solutions and host of the capital gains tax solutions podcast. Each year, he equips hundreds of business professionals with the Deferred Sales Trust tool to help their high net worth clients solve capital gains tax deferral limitations. Brett is considered one of the most well-rounded Capital Gains Tax Deferral Experts and informative speakers on the west coast. His audiences are challenged to lean into multiple capital gains tax deferral strategies, create and develop a tax-deferred passive cash flow optimal timing wealth plan of their own, and execute on this plan so they can create and preserve more wealth. Questions from the podcast: What is a Deferred Sales Trust (DST) and why use it? How do I sell high and wait on the sidelines and/or buy or develop real estate on my own timing all tax-deferred? How does the DST save a failed 1031? How do I to defer capital gains tax on the sale of a business or primary home and invest in commercial real estate all tax deferred? How do we know it’s Legal? Fees? Track Record? How does the depreciation schedule work?