Podcasts about deferred sales trust

In this episode, John Harcar interviews Johnny Perez about strategies for real estate sellers to avoid capital gains taxes. Johnny shares his journey from the Marine Corps to the finance and insurance industry, emphasizing the importance of leveraging expertise and relationships in business. The conversation delves into the concept of capital gains, common mistakes sellers make, and effective strategies like the Deferred Sales Trust to mitigate tax liabilities. Johnny also discusses the pros and cons of these strategies and offers insights for real estate agents to enhance their services. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

The last couple of weeks, we've been deep in the world of buying businesses. But what happens when it's time to cash out? Maybe you're ready to sell your business, that investment property you've managed for years, or another major asset you've poured your energy into. If you're like most people, the thrill of a big sale is quickly followed by a less-exciting thought: “Wait, how much am I going to owe in taxes?” It's the classic one-two punch—first the celebration, then the sinking feeling as you picture Uncle Sam's hand reaching for a chunk of your hard-earned gains. But here's the good news: you actually have options. Real, legal, IRS-approved options. And the right strategy can mean the difference between watching your profits shrink and putting your money to work for you—sometimes for years to come. Of course, things get a little trickier if you have a mortgage or other debt on the property, but don't worry—we'll break that down too. Let's start with one of the oldest tricks in the book: the 1031 Exchange. If you own investment real estate, you've probably heard about this one. The idea is simple: sell your property, buy another “like-kind” property, and—if you follow the rules—kick that tax bill down the road. But here's the twist: if you've got a mortgage, you'll need to replace that debt with equal or greater debt on your next property, or pony up the difference in cash. Otherwise, the IRS will want a piece of the action right away. So yes, leverage matters! Now, maybe you're tired of being a landlord but still want those tax perks. Enter the Delaware Statutory Trust, or DST. This is essentially 1031 exchanging into a syndication that is designed for this type of thing. You sell your property and, instead of buying another one yourself, you buy a slice of a big, professionally managed property—like an apartment complex or shopping center. DSTs often come with their own loans, so you can match your old mortgage and keep the tax deferral going. The upside? No more midnight calls about leaky faucets. The downside? You're trusting someone else to run the show and they need to be good at it (just like any syndication operator). And, there are some rules and restrictions that can affect your returns negatively. But what if you're selling a business? That's where Employee Stock Ownership Plans, or ESOPs, come in. Imagine selling your company to the people who helped you build it—your employees—and deferring a big chunk of your capital gains tax in the process. It's a win-win, but if your business has debt, things can get complicated fast. This is definitely a strategy where you'll want a seasoned advisor in your corner. Now, let's talk about installment sales and structured sales. In this scenario, instead of getting paid all at once for your asset, you spread out the payments—and the taxes—over several years. Structured sales even bring in a third party to guarantee those payments, adding an extra layer of security. But—and this is a big but—if you have a mortgage, the IRS treats the amount the buyer pays off as if you got that money in cash on day one. So, you'll pay taxes on that portion right away. For example, if you sell for $1 million but owe $600,000, you can only defer taxes on the $400,000 you actually receive over time. The more debt you have, the less you can defer. And finally, we have the Deferred Sales Trust—the topic of this week's Wealth Formula Episode. Think of this as the “supercharged” version of a structured sale. Instead of waiting on the buyer for payments, you transfer your asset to a trust, which sells it and invests the proceeds. You get to choose how and when you receive your money, and the trust can invest in all kinds of assets while your taxes stay deferred. It's flexible, it's powerful, and it gives you the chance to grow your money while you wait. Which of these strategies is right for your situation depends on your goals, your assets,

In this episode, I sit down with Brett Swarts, founder of Capital Gains Tax Solutions, to talk about how business owners can legally avoid big tax bills when they sell their business, real estate, or even Bitcoin. Brett shares how a smart tool called the Deferred Sales Trust helps people keep more of their money — and not hand it over to the IRS. He shares powerful stories, including how one mistake cost a family $50 million and how that could have been avoided. We also talk about the big differences between outdated tax moves like the 1031 exchange and newer, smarter options. If you're planning to sell a big asset one day (or already are), this episode will help you protect your hard-earned money and grow your wealth wisely. Don't miss this eye-opening conversation that could change your financial future!   Next Steps: ✅ Connect with Brett Swarts

In This Episode: In this inspiring episode of The Ops Experts Club, Aaron and Terryn sit down with Brett Swartz, founder of Capital Gains Tax Solutions and author of the Amazon bestseller Building a Capital Gains Tax Exit Plan. Brett shares insights from his book and his passion for helping entrepreneurs and investors achieve financial freedom through innovative tax strategies. He also dives into the power of goal setting, drawing from his and his wife Melanie's mission-driven approach to life, family, and business.   Key Highlights: The Book: Building a Capital Gains Tax Exit Plan: Brett discusses his Amazon bestseller, co-authored with industry titans like Kevin Harrington (Shark Tank), Don Winter (DLP), and CPA Tyler McBroom. The book blends Brett's expertise in the Deferred Sales Trust—a strategy to defer capital gains taxes and replace the 1031 exchange—with stories of entrepreneurship, real estate investing, and mentorship. It offers practical guidance on building a tax-efficient exit plan and assembling a dream team for family-office-style wealth management. Deferred Sales Trust (DST): Brett explains how the DST empowers business owners and real estate investors to defer taxes on multi-million-dollar exits, unlocking capital to multiply freedom and impact. The book highlights real-world applications, from multi-family properties to mobile home parks, making it a must-read for entrepreneurs and investors. Goal Setting and Living on Mission: Brett shares his and Melanie's intentional approach to goal setting, rooted in their faith and family values. With five kids (ages 6-14), they prioritize a clear family mission, including a bold goal inspired by Don Winter: “1,000 extraordinary days in 100 unique locations” before their kids turn 18. Brett emphasizes defining a clear vision, building systems, hiring coaches, and embracing grit to sustain momentum. He advocates for a growth mindset over a goal mindset, citing John Maxwell and Craig Groeschel to underscore the power of momentum in achieving lasting success. Practical Advice for Aspiring Wealth Builders: For listeners not yet part of the wealth transfer wave, Brett offers actionable steps: clarify your calling, write down and visualize goals, seek mentorship, and implement systems to track progress. His journey from Cheesecake Factory to financial freedom post-2008 crash exemplifies the resilience needed to build a legacy. This episode is a must for entrepreneurs, real estate investors, and operations professionals looking to scale their businesses, plan for tax-efficient exits, and live with purpose. Brett's heartfelt story, practical strategies, and infectious passion make this a motivating and actionable conversation. Connect with Brett Swartz: Website: capitalgainstaxsolutions.com for a no-cost consultation (ideal for those with multi-million-dollar gains). More Resources: brettswartz.com for access to Brett's book, YouTube content, and podcast Build It to Billions. Book: Building a Capital Gains Tax Exit Plan available on Amazon.   Minute by Minute: 0:00 Introduction  1:27 Building a Capital Gains Tax Exit Plan 3:46 A journey that started in real estate 6:09 Here's how you get started with deferred tax 9:50 A solution to share with others 14:20 The deferred sales trust 16:16 Goal formation

Are you about to sell your business or real estate and worried about a massive tax bill? In this episode, I reveal a powerful tax strategy I've never shared before—one that can help you legally defer capital gains taxes and keep more of your hard-earned money. A Deferred Sales Trust is a smart alternative to a 1031 exchange, allowing you to reinvest the full sales price instead of handing a big chunk to the IRS. Whether you're a business owner, real estate investor, or stockholder, this strategy can help you grow wealth while managing taxes wisely. I break down how it works, the key benefits, common myths, and real numbers to show you how much you could save. If you're selling a high-value asset soon, this could be a game-changer!   Next Steps:

In this episode of Fund Friday, Craig McGrouther and Brett Swarts delve into innovative strategies for capital gains tax deferral, focusing on the Deferred Sales Trust. Brett shares his journey in real estate, the importance of understanding capital gains, and the concept of truly passive income. Through real-life case studies, they illustrate how these strategies can unlock wealth and provide financial freedom. In this conversation, Brett Swarts discusses the Deferred Sales Trust, its qualifications, and common misconceptions surrounding it, particularly regarding CPAs. He emphasizes the importance of collaboration between clients and their financial advisors, the role of real estate agents in 1031 exchanges, and the need for a trustworthy team in wealth management. Join Craig McGrouther and Brett Swarts on this episode of Fund Friday as they dive into the power of the Deferred Sales Trust!Learn more about Lone Star Capital at www.lscre.com To apply to attend LSC Summit 2024: www.lscsummit.comGet a FREE copy of the Passive Investor Guide:https://www.lscre.com/content/passive-investor-guide Subscribe to our newsletter and receive our FREE underwriting model package:https://www.lscre.com/resource/underwriting-modelFollow Rob Beardsley:https://www.linkedin.com/in/rob-beardsley/https://www.facebook.com/RobBeardsleyLSC/Read Rob's articles:https://www.lscre.com/blog

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Send us a textEver felt trapped by the looming capital gains tax when selling your business or real estate? Join us as Brett Swarts, founder of Capital Gains Tax Solutions, reveals how the Deferred Sales Trust can unlock wealth and provide freedom for high-net-worth individuals. From tackling the real estate market to embracing life's adventures with his family, Brett shares insights into leveraging tax strategies, lessons from the 2008 financial crash, and the power of surrounding yourself with growth-minded people. Listen in to discover how intentionality, resilience, and innovative tax planning can transform your wealth, lifestyle, and legacy.Connect with Brett here:Capital Gains Tax Solutions WebsiteCapital Gains Tax Solutions Facebook Page Brett Swarts LinkedinLinkedIn Business pageCapital Gains Tax Solutions BiggerPockets Page Capital Gains Tax Solutions Youtube Page Brett Swarts TwitterBrett Swarts FB PersonalBrett Swarts InstagramInstagram Business pageConnect with Dionne Malush Instagram: @dionnerealtyonepgh LinkedIN: /in/dionnemalush Website: www.dionnemalush.com Facebook: /dmalush LinkTree: https://linktr.ee/dionnemalush

Mike "C-Roc" sits down with Brett Swarts, the founder of Capital Gains Tax Solutions and an Amazon #1 bestselling author, to discuss strategies for maximizing investments while minimizing tax liabilities. Brett shares his expertise on the Deferred Sales Trust (DST), a powerful tool for real estate and business owners looking to unlock financial freedom. He also delves into his personal journey of faith, entrepreneurship, and resilience, revealing how these experiences have shaped his approach to helping clients preserve and grow their wealth. Listeners will gain a deeper understanding of the Deferred Sales Trust and its benefits, as well as the key differences between the Deferred Sales Trust and the Delaware Statutory Trust. Brett's faith-driven approach to wealth management offers a unique perspective on how to achieve financial goals while making a positive impact. The episode is packed with actionable advice for anyone interested in real estate, wealth management, and strategic financial planning. Website- http://capitalgainstaxsolutions.com/ Social Media Links/Handles: https://www.facebook.com/brett.swarts https://www.instagram.com/brett__swarts/ https://www.instagram.com/deferredsalestrust/

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Welcome to a special episode of The Real Estate Breakthrough Show! Today, we have the honor of hosting Brett Swarts, an accomplished entrepreneur and the founder of Capital Gains Tax Solutions. Brett, who serves as a Deferred Sales Trust Trustee, brings a wealth of knowledge in exit planning, real estate investment, and wealth management.   He is the author of Amazon's #1 best-seller "Building a Capital Gains Tax Exit Plan" and a SUCCESS® Certified Coach, making him an authority in the field. About Brett Swarts: Brett Swarts leads Capital Gains Tax Solutions, where he helps clients with net worths ranging from $5M to $100M create and preserve wealth through the Deferred Sales Trust (DST) exit plan. With over $500 million in CRE brokerage and DST transactions under his belt, Brett combines his real estate investment expertise with innovative tax deferral strategies.    He also hosts the Capital Gains Tax Solutions and Expert CRE Secrets podcasts, interviewing industry leaders on topics like wealth management, leadership, and tax strategies.   Episode Topics: Introduction and Initial Meeting Deferred Sales Trust (DST) vs. 1031 Exchange Benefits of DST Historical Context and Personal Stories Client Success Stories Operational Details of DST Investment Flexibility Comparing DST to Traditional Trusts Future Tax Implications and Strategies Expert Guidance and Resources Join us for an enlightening discussion with Brett Swarts as he shares his expert insights and practical advice on capital gains tax solutions. Whether you're a high-net-worth individual, a real estate investor, or a trusted advisor, this episode is packed with valuable information to help you navigate the complexities of capital gains tax deferral. More about Brett: linkedin.com/in/brett-swarts capitalgainstaxsolutions.com expertcresecrets.com experttaxsecrets.com Email: brett@capitalgainstaxsolutions.com Don't forget to like, comment and subscribe!

Join us in today's episode as Brett Swarts unveils the game-changing deferred sales trust (DST) strategy for high-net-worth individuals to conquer capital gains tax and achieve financial liberation. Listen until the end as we explore the importance of tax-deferred strategies in your investments. Tap in to learn more!KEY TAKEAWAYSKey concepts in understanding arbitrage Pros and cons of 1031 exchange and deferred sales trust (DST)Tips to educate investors on being a seller carry in real estate transactionsWhy are tax-deferred strategies crucial in your investments?3 common misconceptions about DST and why they aren't trueRESOURCES/LINKS MENTIONEDBuilding A Capital Gains Tax Exit Plan by Brett P. Swarts: https://amzn.to/3InjjPv PIMCO: https://bit.ly/49Xk65d Anfield Capital Management: https://www.anfieldcapital.com/ ABOUT BRETT SWARTS Brett Swarts is the Founder of Capital Gains Tax Solutions and a leading expert in Deferred Sales Trusts, with over $500 million in transactions closed. As a licensed California Real Estate Broker, best-selling author, and podcast host, Brett's mission is to unlock capital gains tax for high net-worth individuals, guiding them to make an impact with their wealth.CONNECT WITH  BRETT Websites: Capital Gains Tax Solutions: https://capitalgainstaxsolutions.com/ | Brett Swarts: brettswarts.comYouTube: Capital Gains Tax Solution: https://bitly.ws/3eeb7 CONNECT WITH USSchedule a 20-min get-to-know each other call - bit.ly/3OK31kISchedule a 30-minute call to learn about investing with Three Keys Investments - bit.ly/3yteWhxVisit ThreeKeysInvestments.com to download a free e-book, “Why Invest in Apartments”!If you're looking for an affordable healthcare solution, check out Christian Healthcare Ministries by visiting https://bit.ly/3JTRm1IGo deeper into your reflection with the Conscious Investor Growth Exercises. Click the link to access now https://bit.ly/46mLPKu Ready to accelerate your efforts? Click the link to learn more and apply to the Conscious Investor Growth Accelerator. Space is limited to 12 people https://bit.ly/3QA6K76 Join us at The Conscious Investor on Apple Podcasts! Leave an honest rating and review at https://tinyurl.com/24tf2rj9. Your feedback is invaluable to us – let us know your take on our episodes!Please RSS: Review, Subscribe, Share!

Guest Bio: Brett Swarts is an expert in capital gains tax reduction strategies, particularly the Deferred Sales Trust. With years of experience in real estate and as a tax strategy educator, Brett has helped numerous clients navigate the complexities of investing, selling, and deferring taxes. He is dedicated to empowering individuals to achieve financial freedom through informed, strategic decision-making. Episode Summary: This episode delves into the Deferred Sales Trust, a powerful tool for deferring capital gains taxes and enhancing financial flexibility. Brett Swarts, from Capital Gains Tax Solutions, shares his expertise on how individuals can leverage Deferred Sales Trusts to preserve capital, diversify investments, and achieve their financial goals. The discussion covers the mechanics of Deferred Sales Trusts, their advantages over traditional 1031 exchanges, and real-life success stories. Brett also sheds light on the current economic landscape, investment opportunities, and the future of tax-deferral strategies. Key Topics Discussed: Introduction to Brett Swarts and the Deferred Sales Trust [00:00:00] The mechanics and benefits of using a Deferred Sales Trust [00:06:37] How Deferred Sales Trusts compare to 1031 exchanges [00:10:32] Success stories and real-life applications of Deferred Sales Trusts [00:17:46] Investment trends and opportunities in 2024 [00:29:39] The future of tax-deferral strategies and advice for investors [00:34:33] Notable Quotes: "Life is short... Don't wait to make that move or sell that asset." - Brett Swarts "Deferred Sales Trusts are about unlocking capital gains tax to unleash freedom and impact." - Brett Swarts Calls-to-Action: For a free financial portfolio review, text 'XRAY' to 844.447.1555. Discover private investment opportunities by texting 'DEALS' to 844.447.1555. Follow @officialmattya on social media platforms for more insights. Visit Shop.MillionaireMindcast.com for the latest resources and merchandise. Support the channel by subscribing and sharing the podcast. For more information on Brett Swarts and how to leverage Deferred Sales Trusts, visit CapitalGainsTaxSolutions.com. Episode Sponsored By: Caldera Lab: Visit https://calderalab.com/MINDCAST or use the code MINDCAST to get 20% off! Discover Financial Millionaire Mindcast Shop: Buy the Rich Life Planner and Get the Wealth-Building Bundle for FREE! Visit: https://shop.millionairemindcast.com/ MY FIRST 50K!: Visit https://mattaitchison.com/coaching/ and submit your application to join! Uplift Desk: Visit https://www.upliftdesk.com/mindcast or use the code MINDCAST for a 5% discount! Gusto: Visit https://www.gusto.com/millionairemindcast to get 3 Months free!

This Flashback Friday is from episode 892, published last Oct 4, 2017. Jason welcomes client, Clay Slocum to the show. Clay is a millennial who currently has four properties in his real estate portfolio. Before buying his first property, Clay worked diligently with his Investment Counselor, and a Local Market Specialist to play around with the numbers and he discovered his initial investment could grow exponentially. Clay shares his insights on the power of compounding interest, asset protection, and the Memphis market. Key Takeaways: 01:23 Jason comments on the Las Vegas terrorist attack. 09:56 Compound interest can be a powerful tool against inflation. 15:38 Engineers take an analytical approach to investing. 17:48 After 18 years, $100,000 grow to 14 million. 25:09 Jason explains a Deferred Sales Trust. 29:05 If you are on the fence about investing talk with an investment counselor. 39:59 Asset Protection is a complicated subject you should speak with a lawyer about. 49:24 Resources for tax help. Mentioned in This Episode: Jason Hartman Meet the Masters of Income Property Event Real Estate Tools - Property Tracker Software Venture Alliance Mastermind Compound Interest Calculator     Follow Jason on TWITTER, INSTAGRAM & LINKEDIN Twitter.com/JasonHartmanROI Instagram.com/jasonhartman1/ Linkedin.com/in/jasonhartmaninvestor/ Call our Investment Counselors at: 1-800-HARTMAN (US) or visit: https://www.jasonhartman.com/ Free Class:  Easily get up to $250,000 in funding for real estate, business or anything else: http://JasonHartman.com/Fund CYA Protect Your Assets, Save Taxes & Estate Planning: http://JasonHartman.com/Protect Get wholesale real estate deals for investment or build a great business – Free Course: https://www.jasonhartman.com/deals Special Offer from Ron LeGrand: https://JasonHartman.com/Ron Free Mini-Book on Pandemic Investing: https://www.PandemicInvesting.com

On this episode of the Private Capital Mastery podcast, Brian Franco interviews Greg Reese, founder, president, and CEO of Reef Point LLC.  They discuss the Deferred Sales Trust (DST) strategy. Greg points out the advantages of DST, like delaying taxes, safeguarding against outside influences, and being able to leave assets to beneficiaries. He likens DST to a personal 401(k) plan and stresses the importance of collaborating with a team of trusted advisors to make the most of DST. Greg also presents two case studies to show why it's crucial to grasp DST and plan ahead when thinking about selling or exiting a business. "This strategy allows you to keep the money you otherwise would have paid in taxes in the year of sale working directly for your benefit." - Greg Reese What you will learn: The DST and its Benefits Keeping Pre-Tax Money Working When to Start DST Planning Importance of Net Proceeds Learn more about Greg Reese by visiting:  Website Website Learn more about Brian Franco by visiting: Facebook Email Me

Brett is a Deferred Sales Trust™ Trustee, DST expert, capital gains tax deferral expert, investment real estate expert, multifamily broker, and the founder of Capital Gains Tax Solutions – 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.He created ‘Capital Gains Tax Solutions‘  to equip high net worth individuals and their trusted advisors with the Deferred Sales Trust™ tool to help them solve capital gains tax deferral limitations.Brett will be one of DLP's Capital's speakers at our November Family, Wealth & Legacy Event. Come hear him tell his story in person and learn how DLP's Investments have helped his clients secure their future.Register Today: https://dlpcapital.com/eventsLearn More About Brett's Company:  www.capitalgainstaxsolutions.com 

Today we have Brett Schwartz, he is an entrepreneur, cre investor,podcaster, capital gains tax deferral expert, deferred sales trust educator/trustee, and CA multifamily broker. He is the Founder of the Capital Gains Tax Solutions, Founder of Commercial Realty Apartment Advisors 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. Find complete show notes and more information at therichergeek.com/podcast

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Your WakeUp Call begins when you start to challenge conventional thinking. When you empower yourself to break free from the daily grind. When you choose to design your own lifestyle and economy.    In this episode of “The WakeUp Call” podcast, Host Paul Thompson is joined by Brett Swarts as they go into heavy detail regarding Deferred Sales Trusts, the primary focus on Brett's business: “Capital Tax Solutions”. For people with large value assets, using this strategy involves utilizing high and low tax states to your advantage– creating Trusts and designating Trustees that give you the opportunity to make large amounts of wealth off maximizing local interest rates.   Key Points From This Episode:    Brett Breaks Down in detail the elements that go into a Deferred Sales Trust The Benefits of Building and setting up a “Trust” involving a company like Capital Gains Tax Solutions. Hire the WHO Don't Be the HOW 82 Trillion Dollars Will Pass from Boomers to Millennials in the next 20 Years: The largest wealth transfer in the history of the planet. DST is LEGAL, and LUCRATIVE, but you have to plan for it in advance. DST Works without fail, despite what people say, as long as you go through the right channels.   Follow Paul Thompson • LinkedIn | https://www.linkedin.com/in/paulthompson-onecallcapital/ • Website | https://pauldavidthompson.com • Tiktok | https://www.tiktok.com/@pauldavidthompson Resource   1CallCapital.com - accredited investors can earn 12%+ annually by investing in my Fund PaulDavidThompson.com - Real estate resources, past episodes, and information on my mastermind I want to help you achieve financial and personal freedom. Check out THIS link for some valuable resources Click for a FREE WEBINAR to learn about your 12% ROI. If you're ready to take action now, let's hop on a CALL now!   About Today's Guest:   Brett Swarts is a Deferred Sales Trust™ Trustee, DST expert, capital gains tax deferral expert, investment real estate expert, multifamily broker, and the founder of Capital Gains Tax Solutions – 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. He created ‘Capital Gains Tax Solutions‘  to equip high net worth individuals and their trusted advisors with the Deferred Sales Trust™ tool to help them solve capital gains tax deferral limitations.   https://capitalgainstaxsolutions.com/  

In this episode, we have a wealth of knowledge to share with you, courtesy of our incredible guest experts, Melanie Sikma and Byron McBroom. We dive right into the world of real estate finance management, discussing the benefits of using QuickBooks online and the importance of having dedicated financial accounts. Learn how these tools can simplify your financial tracking and make it easier to determine which expenses are deductible. But that's not all - we also explore the fascinating strategy of a deferred sales trust or extended escrow trust. Discover how this approach can help you navigate capital gains tax concerns when buying or selling a property. Our experts break down the process step by step and discuss the potential benefits, particularly for elderly sellers with limited income.

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Every tax strategy works until it's audited. This is why having an expert in your corner who knows what they're talking about is critical.    And one such expert is on the show today. Meet Brett Swarts, founder of Capital Gains Tax Solutions. His mission is to equip high-net-worth individuals with the Deferred Sales Trust (DST) tool to help them defer capital gains tax on the sale of their assets. His team can help you clarify your exit plan and determine the right timing to sell, set up the DST and sell your asset and defer your capital gains tax, and finally reinvest the funds to create more (and preserve) wealth.    As taxes continue to rise and the government continues to spend out of control, it makes it harder to keep wealth in the hands of the people. If you're considering selling a highly appreciated asset (such as a business, a primary home, crypto, etc.) and thought a 1031 was your only option, we recommend setting aside about 40 minutes today to listen to what Brett has to say. He unpacks and shares a lot in this episode, so bring a pen and paper. You work hard for your money - and we want to see you keep more of it.  Episode Highlights:   How a Deferred Sales Trust can help you defer capital gains The difference between a 1031 and a Deferred Sales Trust Real-world, specific examples of how his team has helped clients save money The process of setting up a Deferred Sales Trust Which state would he invest in Favorite Quote: “It's a bigger picture than just cash flow. It's tax flow. It's impact. It's freedom for America in the next 20 years.” How to Connect with Brett: https://capitalgainstaxsolutions.com   https://www.facebook.com/capitalgainstaxsolutions/ https://www.instagram.com/brett_swarts/ https://www.linkedin.com/in/brett-swarts  https://www.facebook.com/brett.swarts  Stay Connected: Connect with Matt and Luigi on Instagram: @matthew.r.meehan @luigi_rosabianca @theLiquidLunchProject @ShieldAdvisoryGroup. Visit The Liquid Lunch Project website and subscribe to The Weekly, our Friday morning newsletter, for all the latest in the world of finance, tech, small business, and more. www.theliquidlunchproject.com Make sure you never miss an episode — check out The Liquid Lunch Project on Apple Podcasts, and don't forget to subscribe, rate, and review.  

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...

On this episode of REI Mastermind Network, host Jack Hoss welcomes Brett Swarts, an expert in investments, taxes, and legal matters. They discuss the importance of trusting experts and due diligence when making investment decisions. Brett shares a personal story about trusting a physician and emphasizes the need to seek multiple opinions. They debunk the myth of the deferred sales trust being a scam and discuss its benefits in real estate deals and cryptocurrency investments. They also talk about their upcoming book, "Building a Tax Per Exit Strategy," which features contributors discussing how to create and preserve wealth using the deferred sales trust. Listeners will learn how the deferred sales trust works, its fees, and how to structure assets for tax deferral. Don't miss this episode full of tips and advice on maximizing your wealth through smart tax planning.

In this podcast episode, the host interviews Brett Swarts, founder of Capital Gains Tax Solutions, about capital gains tax solutions and the deferred sales trust. Brett explains how the deferred sales trust differs from other solutions like 1031 exchanges and the benefits of using capital gains tax solutions. He also discusses the risks of not implementing it properly and how it differs from a 1031 exchange. Brett emphasizes the importance of having a team to set up the trust properly and execute the investments. He shares success stories of clients who have used the deferred sales trust to their advantage and sees it becoming more popular.Support the showhttps://www.buzzsprout.com/1187780/supporters/newFollow Rama on socials!LinkedIn | Meta | Twitter | Instagram|YoutubeConnect to Rama KrishnaE-mail: info@ushacapital.comWebsite: www.ushacapital.com Register for this year's Multifamily AP360 virtual conference - multifamilyap360.comRegister for Multifamily CoachingTo find out more about partnering or investing in a multifamily deal: Text to 252-292-2604 or email info@ushacapital.com

Brett Swarts is passionate about educating high net worth individuals in capital gains tax deferral with a Deferred Sales Trust, how to divest from a business, cryptocurrency, highly appreciated stock, primary residence or investment real estate to gain freedom from feeling hostage to capital gains tax or a 1031 exchange, then invest back into a new business venture or investment real estate at any time [all capital gains tax deferred] which he calls optimal timing. Brett lives in Sacramento, California, with his wife, Melanie and their 5 children. Social Media Links: Capital Gains Tax Solutions Facebook Page: https://www.facebook.com/capitalgainstaxsolutions/ Capital Gains Tax Solutions YouTube Page: https://www.youtube.com/channel/UCAykQNmIWZ0KARBeVWcQxUA Capital Gains Tax Solutions BiggerPockets Page: https://www.biggerpockets.com/users/BrettSwarts Instagram business page: https://www.instagram.com/deferredsalestrust/ Brett Swarts' LinkedIn: https://www.linkedin.com/in/brett-swarts/ ________

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 and is an exclusive Deferred Sales Trust Trustee.  Brett is the host of the Capital Gains Tax Solutions podcast and an eXp Commercial Multifamily Broker in Sacramento, CA. Main Points: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 do I defer capital gains tax on the sale of a business or primary home and invest in commercial real estate all tax-deferred? How do I help my clients escape feeling hostage to 1031 exchange? How does the Deferred Sales Trust save a failed 1031? How do I grow my CRE Syndication Business using Deferred Sales Trust? How do I trade toilets, trash, management for time, liquidity, diversification, and retirement?How do I build a tax-deferred wealth plan? How I helped Dave sell his $7.6M multifamily property, pay off $4.5M in debt and defer $1.1M in capital gains tax without having to do a 1031 exchange. What is the largest wealth transfer in the history of the planet and how can the Deferred Sales Trust help to fund charitable causes with this wealth? Connect with Brett Swarts:Join Mastermind to learn more about DST https://dst.capitalgainstaxsolutions.com/mastermind-friday brett@capitalgainstaxsolutions.com916-886-2986http://www.capitalgainstaxsolutions.com 

Brett Swarts has been active in sheltering real estate from capital gains tax for several decades. On today's show we are talking about several strategies that can be used to shelter from tax including the Delaware Statutory Trust and the Deferred Sales Trust. ------------- Host: Victor Menasce email: podcast@victorjm.com

Join Mike Cavaggioni with Brett Swarts on the 185th episode of the Average Joe Finances Podcast. Bret shares his passion about educating high net worth individuals in capital gains tax deferral with a Deferred Sales Trust.In this episode, you'll learn:•Deferring capital gains tax on the sale of a business or primary home•Escaping hostage to 1031 exchange or rescue a failed 1031 exchange•How to grow CRE Syndication Business using Deferred Sales Trust•Building a tax-deferred wealth plan•And much more!About Brett Swarts: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.His Millionaire Clients are challenged to create and develop a tax-deferred transformational exit wealth plan using The Deferred Sales Trust so they can create and preserve more wealth. Each year, he equips hundreds of Millionaires to break out of capital gains tax jail. He also equips CRE Syndicators & other business professionals with the DST tool to help their high-net-worth clients break out too.His experience includes numerous Deferred Sales Trusts, Delaware Statutory Trusts, 1031 exchanges and $500,000,000 in closed commercial real estate brokerage and Deferred Sales Trust transactions. He's an active commercial real estate broker and investor with brokerage experience and ownership in multifamily, senior housing, retail, medical office, and mixed-use properties. He is a licensed California Real Estate Broker who has held series 22 and 63 licenses.  Brett was formerly an associate at one of the largest CRE Brokerage firms in the country (Marcus & Millichap), is also a Multifamily Broker with eXp Commercial. Brett lives in Sacramento, California, with his wife, Melanie and their 5 children. Find Brett on:Website: www.capitalgainstaxsolutions.comFacebook: https://www.facebook.com/capitalgainstaxsolutions/Youtube: https://www.youtube.com/channel/UCAykQNmIWZ0KARBeVWcQxUAInstagram: https://www.instagram.com/deferredsalestrust/LinkedIn: https://www.linkedin.com/in/brett-swarts/Twitter: https://twitter.com/1031optionBigger Pockets: https://www.biggerpockets.com/users/BrettSwartsAverage Joe Finances®All of our social media links and more: https://averagejoefinances.com/linksAbout Mike: https://themikecav.comREWBCON: Join me at the Real Estate Wealth Builders Conference. Use promo code “Mike” to save 10% on tickets. https://averagejoefinances.com/rewbconImportant Tools and Resources that I UseFinancial Resources: www.averagejoefinances.com/resourcesCRM Tool: www.averagejoefinances.com/crmPay Off Your Mortgage in 5-7 Years:www.theshredmethod.com/averagejoefinanceshttps://bit.ly/replaceyourmortgageFind a REALTOR® in any state: www.averagejoefinances.com/realtorMake Real Estate Investing Easier with DealMachine:www.averagejoefinances.com/dealmachinePodcast Hosting: www.averagejoefinances.com/buzzsproutPodcast Editing Services: www.editpods.com*DISCLAIMER* www.averagejoefinances.com/disclaimerSee our full episode transcripts here: www.averagejoefinancespod.com/episodesSupport the show

Founder/CEO of Capital Gains Tax Solutions LLC - Brett Swarts is here to share the rules of DST, Deferred Sales Trust and what set it apart from a 1031 Exchange.  This special episode was recorded during Martin's mastermind trip to New Orleans, Louisiana.BRETT SWARTS' SOCIALS:INSTAGRAM: https://www.instagram.com/capitalgainstaxsolutions1/ WEBSITE: https://capitalgainstaxsolutions.com/ YOUTUBE: https://www.youtube.com/@CapitalGainsTaxSolutions Start your real estate investing journey with Premier Ridge Capital! Our highly skilled team is here to assist you during the hassle-free process.Contact Us Now!EMAIL: team@premierridgecapital.comWEBSITE: https://www.premierridgecapital.com/ We're interested in buying your apartment building from you! Our highly skilled team is here to assist you during the hassle-free process.Contact Us Now!EMAIL: team@premierridgecapital.comWEBSITE: https://www.premierridgecapital.com/

People are looking for freedom right now. For those with highly appreciated assets, they're facing 25-50% in capital gains tax and, if current proposals go through, that could increase by another 20%. That's where Brett Swarts & the team Capital Gains Tax Solutions come in. They're passionate about helping people create freedom and making an impact by unlocking capital. Their team is focused on helping individuals sell their business, real estate, cryptocurrency, or other highly appreciated assets and maximize the exit using a Deferred Sales Trust. As Brett explains, it all starts with your vision for what you want to do with your wealth. What are you trying to do? Where are you trying to go? What's the product or strategy to get you there? And what's the right team look like to help you get you there? That's where the idea of "tax flow" comes in. Most of us think about cash flow, which is extremely important, but it's not just about cash flow anymore. He advocates having a tax flow mindset when it comes to planning exits. It will unlock a transformation and the freedoms we all desire: location freedom, time freedom, retirement freedom. For the video interview, visit our YouTube channel: https://youtu.be/EPPmAZ6YUbY Key Takeaways: - In today's markets, if sellers have an assumable loan with a fixed rate over the next couple of years, this is a good opportunity to attract buyers to come in and get a better price than if they looked at new financing. - The struggles in the banking industry has created an environment where people are cautious about having money sitting in the bank vs hard assets that are cash flowing. It could encourage people to put more money into real estate, multi-family in particular. - The biggest thing they're looking at is for people who have overpaid and have adjustable debt, didn't buy rate caps or who have rate caps adjusting. They don't think it will be 2008 all over again, but there could be opportunities for those with capital, but they want to see how the situation with Silicon Valley Bank, Signature, Credit Suisse and the other banks unfolds. - Build and unlock your ideal wealth plan when selling assets of any kind. That's really the key. How do you create freedom when you're exiting? It's not just about cash flow, it's about tax flow Contact Brett: Website: https://capitalgainstaxsolutions.com/ Twitter: https://twitter.com/1031option Facebook: https://www.facebook.com/capitalgainstaxsolutions Instagram: https://www.instagram.com/capitalgainstaxsolutions1/ LinkedIn: https://www.linkedin.com/in/brett-swarts/ Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level and visit www.bluelake-capital.com. To connect with Jeannette & her team directly & find out how to invest alongside Blue Lake, email them at info@bluelake-capital.com or just complete our potential investor form at https://www.bluelake-capital.com/new-investor-form and they'll be in touch with you. If you'd like to be on our podcast or know someone who should, visit https://www.bluelake-capital.com/podcast and click the link to submit a guest. Learn more about your ad choices. Visit megaphone.fm/adchoices

Brett Swarts was originally on episode GI135. He is a Commercial Multifamily Broker in Sacramento, CA and a Capital Gains Tax Deferral Expert; specializing in Deferred Sales Trusts, but, also very experienced using Delaware Statutory Trusts and 1031 exchanges. Learn More About Brett Here: Capital Gains Tax Solutions- www.capitalgainstaxsolutions.com Capital Gains Tax Solutions Facebook Page - https://www.facebook.com/capitalgainstaxsolutions/ Capital Gains Tax Solutions Youtube Page - https://www.youtube.com/channel/UCAykQNmIWZ0KARBeVWcQxUA?reload=9 Capital Gains Tax Solutions BiggerPockets Page - https://www.biggerpockets.com/users/BrettSwarts Facebook personal: https://www.facebook.com/brett.swarts   Instagram: https://www.instagram.com/brett__swarts/  Instagram business page: https://www.instagram.com/deferredsalestrust/ Connect with the Global Investors Show, Charles Carillo and Harborside Partners: ◾ Setup a FREE 30 Minute Strategy Call with Charles: http://ScheduleCharles.com ◾ FREE Passive Investing Guide: http://www.HSPguide.com ◾ Join Our Weekly Email Newsletter: http://www.HSPsignup.com ◾ Passively Invest in Real Estate: http://www.InvestHSP.com ◾ Global Investors Web Page: http://GlobalInvestorsPodcast.com/  

Want to defer taxes? This is your episode. In this episode of The Real Estate Investing Club I interview Brett Swarts, Capital Gains Tax Solutions is a national Deferred Sales Trust (DST) Trustee firm. We exist to provide one-to-one business owner & investor guidance throughout your or your client's entire Deferred Sales Trust™ transaction. Capital Gains Tax Solutions team members collectively have over 14 years of Deferred Sales Trust experience, 20 years of investment real estate experience, and have participated in over 400,000,000 of Deferred Sales Trust, Multifamily Brokerage, Delaware Statutory Trust, 1031 exchanges, and commercial real estate transactions. We strategically align with CRE Syndicators, Financial Advisors, CPAs, and Real Estate Professionals to satisfy their investor's/clients' goals when they exit. Brett Swarts is a real estate investor who has a great story to share and words of wisdom to impart for both beginning and veteran investors alike, so grab your pen and paper, buckle up and enjoy the ride. Want to get in contact with Brett Swarts? Reach out at www.capitalgainstaxsolutions.com. Enjoy the show? Subscribe to the channel for all our upcoming real estate investor interviews and episodes.   Want to become financially free through commercial real estate? Check out our eBook to learn how to jump start a cash flowing real estate portfolio here https://www.therealestateinvestingclub.com/real-estate-wealth-book ************************************************************************  GET INVOLVED, CONNECTED & GROW YOUR REAL ESTATE BUSINESS  LEARN -- Want to learn the ins and outs of real estate investing? Check out our book at https://www.therealestateinvestingclub.com/real-estate-wealth-book  CONNECT -- Want to join one of the most active Facebook Groups for Real Estate Investors? Click here to join: https://www.facebook.com/groups/2940993215976264  PARTNER -- Want to partner on a deal or connect in person? Email the host Gabe Petersen at gabe@therealestateinvestingclub.com or reach out on LinkedIn at https://www.linkedin.com/in/gabe-petersen/  WATCH -- Want to watch our YouTube channel? Click here: https://bit.ly/theREIshow  ************************************************************************   ABOUT THE REAL ESTATE INVESTING CLUB SHOW   The Real Estate Investing Club is a podcast and YouTube show where real estate investing professionals share their best advice, greatest stories, and favorite tips as a real estate investor. Join us as we delve into every aspect of real estate investing - from self-storage, to mobile home parks, to single family flips and rentals, to multifamily syndication!   #realestateinvesting #passiveincome #realestateSupport the show

Brett Swarts is a Deferred Sales Trust™ Trustee, DST expert, capital gains tax deferral expert, investment real estate expert, multifamily broker, and the founder of Capital Gains Tax Solutions – 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. He created ‘Capital Gains Tax Solutions‘ to equip high net worth individuals and their trusted advisors with the Deferred Sales Trust™ tool to help them solve capital gains tax deferral limitations. What you will learn in this episode: What it means to be trapped by a 1031, and how to avoid it Who qualifies for a capital gains tax deferred sales trust What a Delayed Sales Trust is and how it works with taxes When you can take money out of your DST Why you should have a backup plan if you choose to do a 1031 Resources: Website: https://capitalgainstaxsolutions.com/ LinkedIn Personal: https://www.linkedin.com/in/brett-swarts/ LinkedIn Business: https://www.linkedin.com/company/capitalgainstaxsolutions/ Additional Resources: Everyone is always asking us, “How is it possible to buy real estate without using my own cash or credit?” With decades of combined experience in real estate, we've perfected the process of investing creatively. We want to share as much as we can with you, which is exactly why we're running this FREE workshop! If you're thinking about leaving your job, escaping the W-2 lifestyle, and starting on the path towards creating generational wealth — this is for you! To register, just visit: smartrealestatecoach.com/pcws. Schedule a free strategy session with us. This is an opportunity for you to have an honest conversation with our team about your background, investment goals, and create some action steps toward creating the life of your dreams. Together we'll discover where you are, where you want to be, and what's in the way. Just visit: smartrealestatecoach.com/action. Our free Master's Class is the ONLY webinar where you're given the exact techniques we use in our family company to buy and sell homes every month — all across North America and ALL on TERMS! Register by visiting: smartrealestatecoach.com/mastersclass The Wicked Smart Investor's Toolkit is a great way to dip your toe in the water of buying properties on terms. Here you'll receive seller scripts, our investor blueprint, be able to listen to live calls, and much more! Enroll for free at smartrealestatecoach.com/tools The Quantum Leap System has everything you'll need to start buying and selling on terms (without banks and without your own money or credit), launch & scale a business that fits your goals, and strengthen your mindset so you can follow the proven path to becoming a successful real estate investor. You can learn more by visiting: smartrealestatecoach.com/qls. For additional information on lead generation, funding, mindset coaching, legal assistance, virtual staffing, and business growth, visit the Investor Resources section of our website at: smartrealestatecoach.com/resources. Lastly, don't forget to grab a discounted ticket to our next event! Visit: smartrealestatecoach.com/summit50

Business diversification is a good way to ensure that you can weather a storm when there is one. In today's #Highlights episode, we look back at our conversations with Brett Swarts and Hugh Odom who give real estate entrepreneurs options on how they can diversify their income stream.Brett talks about the Deferred Sales Trust and how it offers a more flexible way to defer tax by acting as the middleman in transactions and allowing the seller time to choose what to invest in next. Meanwhile, Hugh breaks down which commercial real estate properties are prime candidates for a cell tower lease, and most importantly, he will tell us how we can avoid a $1,000,000 mistake. Enjoy the show!Key Points From This Episode: How the Deferred Sales Trust modifies the IRC 1031 method.Property owners usually face tax problems when they are looking to sell.How the Trust gives sellers the freedom to bide their time before reinvesting.The capital is locked up in the Baby Boomer generation, and how to unlock it.How the Deferred Sales Trust benefits syndicators through rolling tax into a new dealGetting to know Hugh Odom and his telecom consulting firm Vertical Consultants.Which commercial real estate properties are prime candidates for a cell tower?How do we know if our property can be considered a cell tower site?Hugh tells us how to avoid making mistakes when an opportunity for a cell tower lease comes.Hugh shares how to make a cell tower lease agreement a win-win situation for both the landowner and telecom provider.Tweetables:“We use a Deferred Sales Trust, which is just an installment sale, creative installment sale, to give them tax deferral, liquidity, and diversification. The best thing is the ability to buy or invest in other commercial real estate deals at an optimal timing so that they can create and preserve more wealth, and as a commercial real estate syndicator, so that you can add massive amounts of value to your partners, and so that you can create and preserve more wealth and attract more capital.”  – Brett Swarts“Understand an opportunity — the knock on the door, the phone ring, the email that comes across, understand exactly not only what you are being offered but understand what you are giving up in exchange.” – Hugh OdomLinks Mentioned in Today's Episode:Brett Swarts on LinkedInCapital Gains Tax Solutions websiteWS370: The Benefits of the Deferred Sales Trust for Diversification with Brett SwartsHugh Odom on LinkedInCell Tower Lease Experts websiteWS889: How To Avoid A $1,000,000 Mistake with Hugh OdomAbout Brett SwartsBrett Swarts is the Founder of Capital Gains Tax Solutions. 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. His experience includes numerous Deferred Sales Trusts, Delaware Statutory Trusts, 1031 exchanges, and $85,000,000 in closed commercial real estate brokerage transactions. He's an active commercial real estate broker and investor. About Hugh OdomHugh Odom is a former AT&T attorney (for over 11 years) and the founder and president of Vertical Consultants, a telecom consulting firm that has provided consulting advice for companies like Walmart and Disney, and governmental institutions like the United States Postal Service; New York Housing Authority; Veteran Affairs; the City of Atlanta and the City of Charlotte.

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.His Millionaire Clients are challenged to create and develop a tax-deferred transformational exit wealth plan using The Deferred Sales Trust™ (“DST”) so they can create and preserve more wealth. Brett is the host of the Capital Gains Tax Solutions podcast. [00:00 - 03:14] Opening SegmentIntroducing Brett to the show!He shares his experience with Marcus and Millichap[03:15- 25:12] How To Achieve Your Goals With Deferred Sales TrustTaxes are the most expensive thing people will ever have in their lifetimeSwitching from a cash flow mindset to a cash flow and tax flow mindsetHire a professional to help with taxes and paperwork[25:13 - 31:26] Lower Your Risk And Increase Your Reward With Delegation And Clarity In InvestingInvesting requires calculated riskDelegate time to study and practice investingLower emotions when investing by having clarityUnderstand risk versus reward when making a decisionSpend time educating yourself on deals, strategies, and teams[31:27 - 44:19] Closing SegmentBrett advises listeners to invest in themselves by investing in small deals to test-drive investmentsSee the links below to connect with Brett! Quotes:“It's a mindset of what are they doing that's successful. And how can I mirror, how can I emulate, how can I learn what they're doing and implement it into my business?” - Brett Swarts“It's a mixture of expertise. It's a mixture of calculated risks. It's a mixture of finding the team to help you with those deals or those financial products or those real estate developments and it's not a one size fits all." - Brett Swarts Connect with Brett through Website, Bigger Pockets, Facebook, YouTube, Instagram, LinkedIn & Twitter! Connect with me:www.5talents.capitalLinkedInInstagramWatch 5T CRE on YouTubeLeave us a review and receive your free ebookEmail us --> abel@5tcre.com5 TALENTS CAPITAL | ABEL PACHECOIf you are ready to start your investment journey with 5 Talents Capital, here are the next steps you should take:View our informational video and case study at https://5talents.capital/grow-your-wealth/After viewing the video follow the prompts which will lead you to a scheduling link to meet one on one with Abel Pacheco. Register for our investor portal here investor portal once registered you will be able to review some of our past deals and you will receive alerts for upcoming investment opportunities.Support the show

Host: Brandon Elliott @BrandonElliottInvestments | Guest Today: Brett Swarts   FREE LIVE CLASS Get 6 Figures Funding In 30 Days:  https://crazycreditformula.com/   YOUR TRUE CREDIT REPORT: https://www.myscoreiq.com/get-fico-max.aspx?offercode=432121Z8   About Brandon Elliott: From getting house arrest and burning 40% of his body to reaching $3.5 million net worth and being a part of "Top 100 Yahoo Finance", Brandon Elliott is a testimonial that with perseverance, persistence, and faith- all things are possible.   After the big explosion, Brandon saw this as a sign from God to look for a better path. Having to start from the bottom again, Brandon went on working various jobs. Day and night, he would work as a server at two different restaurants. Anywhere in between, Brandon did door-to-door sales for a real estate company. He quickly noticed how much the investors were making and had the "aha-moment" that investing was the only way out of the rat race. From then on, Brandon decided to learn everything he could on investing in real estate. He went into a rabbit hole, learning as much as he could from podcasts, youtube, all the books he could get his hands on, even seminars and saving as much as he can.   In the process, Brandon sent out offers on a regular basis starting locally in San Diego but wasn't able to get any deals as he was competing with all cash buyers. Instead of giving up there, Brandon decided to broaden his horizon elsewhere...   Within two years, in July 2015 Brandon purchased his first rental property in Ohio, then just months later a triplex. By May 2016, Brandon had 10 income producing properties that allowed him to quit his jobs... and the secret sauce that helped Brandon do so is inside CREDIT COUNSEL ELITE! Thanks to credit, Brandon had the capital to both purchase and remodel these properties.   The reason why Brandon created Credit Counsel Elite is for you! Brandon witness first-hand what credit had did for his life. While real estate is the vehicle, credit is the tool that helped Brandon become financially free and create generational wealth while living the lifestyle he has always dreamed of- supporting his family, traveling the world, and giving back to the community!   CREDIT COUNSEL ELITE is not another credit company, it is a FAMILY that believes in you and your dreams. Credit Counsel Elite is here to bridge the gap between your dream, lifestyle, and current or next investments through understanding credit and wealth generating strategies so that you can focus on what matters most. With Credit Counsel Elite, you will be able to get 6-figures of funding at 0% percent interest and learn life-changing skills like removing hard inquires, collections, even bankruptcies... just like Brandon and all of the countless successful students in Credit Counsel Elite.   Don't let money be the reason you miss out on another opportunity, join the Credit Counsel Elite FAMILY today! ---------------------------- Connect with Brandon Elliott today: Instagram | Facebook | Website | Youtube | Podcast | Credit Repair | Credit Counsel Elite ---------------------------- How to Get Your Free Gift: Leave a Review on iTunes then take a screenshot. ** If you already left a review and took a screenshot, please send me a message Here **

My guest in this episode is Brett Swarts. Brett is the Founder of Capital Gains Tax Solutions. 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. His experience includes numerous Deferred Sales Trusts, Delaware Statutory Trusts, 10 31 exchanges and $85,000,000 in closed commercial real estate brokerage transactions. He's an active commercial real estate broker and investor with brokerage experience and ownership in multifamily, senior housing, retail, medical office, and mixed-use properties. Brett was formerly an associate at the largest Commercial Real Estate Brokerage firm in the country, has his own Multifamily Brokerage Company now, and has years of experience and hand s­ on training from some of the best in the business Interview Links: Capital Gains Tax Solutions Episode Sponsors: Producers Wealth: Create Your Own Banking System In 30 Days Or Less www.producerswealth.com Pantheon Investments: Build holistic wealth to achieve financial freedom in any economy www.pantheoninvest.com The Real Asset Investor: Build Wealth With Higher Yield Cash Flow www.therealassetinvestor.com Penumbra Solutions: Buy Your Equity Like Institutions With Life Settlements www.thepenumbraplan.com  - password “penumbra” Producers Capital Partners: Multiply Capital Through Alternative Investments  www.producerscapitalpartners.com Lavish Keys: Your Turnkey Solution For Luxury Short Term Rentals www.lavishkeys.com Grab My Book: The 21 Best Cashflow Niches™: www.cashflowninja.com/21niches Connect With Us: Website: http://cashflowninja.com Podcast: http://cashflowinvestingsecrets.com Facebook: https://www.facebook.com/cashflowninja/ Twitter: https://twitter.com/mclaubscher Instagram: https://www.instagram.com/thecashflowninja/ Pinterest: https://www.pinterest.com/mclaubscher/cashflow-ninja/ Linkedin: https://www.linkedin.com/in/mclaubscher/ Youtube: http://www.youtube.com/c/Cashflowninja Bitchute: https://www.bitchute.com/channel/cashflowninja/ Rumble: https://rumble.com/c/c-329875 Odysee: https://odysee.com/@Cashflowninja:9 Gab Tv: https://tv.gab.com/channel/cashflowninja Brighteon: https://www.brighteon.com/channels/cashflowninja Parler: https://parler.com/profile/cashflowninja/ Gettr: https://gettr.com/user/mclaubscher Gab: https://gab.com/cashflowninja Minds: https://www.minds.com/cashflowninja Biggerpockets: https://www.biggerpockets.com/users/mclaubscher Medium: https://medium.com/@mclaubscher Substack: https://mclaubscher.substack.com/

Brett is a Deferred Sales Trust™ Trustee, DST expert, capital gains tax deferral expert, investment real estate expert, multifamily broker, and the founder of Capital Gains Tax Solutions – 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. He created ‘Capital Gains Tax Solutions‘  to equip high net worth individuals and their trusted advisors with the Deferred Sales Trust™ tool to help them solve capital gains tax deferral limitations. The first step to a great exit and wealth plan is to clarify your exit plan and prepare to sell your highly appreciated asset when the time is right for you. The second step is to set up the DST, then sell your asset and defer your capital gains tax. The last step is to have the funds invested in a diversified portfolio of liquid investments, real estate or business ventures. The foundation to these 3 steps is timing and using the Deferred Sales Trust. Make time your friend using the Deferred Sales Trust by never having to invest into anything you don't want to or when you don't feel the timing is right for you. What You Will Learn: Who is Brett Swarts? How did Brett start his study with Deferred Sales Trust? What is the difference between Transformational Exit Planning and Transactional Exit Planning? Bretts shares LLC. How to sell Cryptocurrency all tax deferred and invest in commercial real estate? How to eliminate the need for a 1031 exchange? What are the advantages of a Conceded Deals Trust (DST) and purchasing land through the DST versus 1031 trade? Brett shares how he can be contacted. Additional Resources from Brett Swarts: Website: www.capitalgainstaxsolutions.com  Email: brett@capitalgainstaxsolutions.com Phone: +1 (916) 886-2986 LinkedIn: https://www.linkedin.com/in/brett-swarts/ Facebook: https://www.facebook.com/capitalgainstaxsolutions/ Instagram: https://www.instagram.com/deferredsalestrust/ Twitter: https://twitter.com/1031option YouTube: https://www.youtube.com/channel/UCAykQNmIWZ0KARBeVWcQxUA Attention Investors and Agents Are you looking to grow your business? Need to connect with aggressive like-minded people like yourself? We have all the right tools and the knowledge to properly put those tools to use. Visit: http://globalinvestoragent.com/ to see what we can offer and to schedule your FREE consultation!   Register HERE for Monday Night Live Investor Agent Training! 7:00 pm EST Time This link will register you for every scheduled Monday Night Live Investor Agent Class through November 2022. Registration URL: https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg

You can sell a property with massive capital gains and defer your taxes by using a Deferred Sales Trust. For some this is a good alternative to a 1031 exchange. You will need an expert to help you set this up and I have one lined up for you today. 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. He will be with us in just a few moment

Brett is based in Sacramento California where he helps investors nationwide with tax deferral strategies using the Deferred Sales Trust. To connect with Brett or to learn more, visit capitalgainstaxsolutions.com ----------------- Host: Victor Menasce email: pocast@victorjm.com

I interviewed Pierceson York. We spoke about the Deferred Sales Trust, a capital gains tax deferral strategy that allows business owners to defer capital gains tax and reinvest the funds across many different assets. Curtis's motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com  Links and Resources from this Episode www.practicalwealthadvisors.com Email Curtis for a free report - curtmay@gmail.com Call his office - 610-622-3121 Connect with Pierceson York https://capitalgainstaxsolutions.com/ http://nerium.com/default.aspx?ID=pierceson https://www.linkedin.com/in/pierceson-york-22404344  Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed Show Notes Guest Spotlight: Who Pierceson York is How can you exit like a millionaire What are the different ways to defer the tax What a 1031 exchange is What the deferred sales trust allows you to do How the velocity method works What Pierceson's process is How having a professional time can help you not only in managing money, but also in taxes, loans, and investments Why would a professional who doesn't know Pierceson and his team trust their clients to them? How to reach out to Pierceson York Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Click here to subscribe with Apple Podcasts Click here to subscribe with Spotify Click here to subscribe with Stitcher Click here to subscribe with RSS

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Property and business ownership can be stressful, especially when you're ready for a new start.  Businesses and real estate owners often get taxed with 30-50% in capital gains tax on the sale of their assets (businesses, high-end primary homes, or investment properties). Brett Swarts, founder of Capital Gains Tax Solutions helps his clients defer their capital gains taxes, works with sellers of bitcoin and real estate to plan exit strategies, and determines whether the Deferred Sales Trust is suitable for them. In today's episode of the Passive Wealth Principles podcast, Brett shares his story and what was his first investment deal. He will talk about some innovative ways to solve problems and how to create next-level tax strategies. He will reveal how you can utilize deferred sales trust to gain future value and create a better position. He will explain what is a deferred sales trust, how it works and why it can be an alternative to a 1031 exchange. He will also discuss some of the planning that someone needs to do if they want to sell a highly appreciated asset and much more. Listen now and enjoy! What You'll Learn in this Show:  Brett's background and what was his first investment deal How can you utilize deferred sales trust to gain future value and create a better position  Some innovative ways to solve problems that Brett discovered What are some of the planning that someone needs to do if they want to sell a highly appreciated asset And so much more...

Garrett Griffin from Legacy Tax Strategies, LLC shares some aspects of real estate planning. Garrett specializes in helping clients defer capital gains taxes on the sale of assets, which can help increase wealth over time. He also discusses deferred sales trusts, an estate planning strategy often used by the wealthy. He breaks down the benefits of using a DST, including deferring taxes, protecting the asset, and maintaining liquidity. Garrett shares his experience in helping people structure DSTs to maximize tax efficiency. He outlines some common pitfalls to avoid, such as overpaying for the trust and having enough assets to cover the cost of the trust. Finally, Garrett discusses how to use DSTs and other wealth strategies to help clients build long-term wealth. [00:01 - 15:36] Opening SegmentIntroducing Garrett to the showEstate planning, asset protection planning, business planning, and tax planning[15:37 - 26:24] The Tax Engineering Component and Typical Client BaseHow to reduce taxes through tax engineeringGarret shares his typical client range[26:25 - 42:26] Deferred Sales TrustSaving on taxes by using a deferred sales trustThe trust is a completely standalone vehicle that is created by the trusteeThe trust is going to purchase the asset from the seller The note holder does not have to pay the tax until the note matures[42:27 - 51:35] How to Leverage Seller Finance Deals with a TrustThere is no prepayment penalty in private seller finance deals, which can make it easier for the seller to take on the riskHow the deferred sales trust can be used as an alternative to a 1031 exchange[51:36 - 58:34] Closing SegmentEvery transaction is structured differentlySee the links below to connect with GarrettQuote/s:"What differentiates revenue? I would say from a particular strategy, they use life insurance very well. And it's a layering of strategies. It's not one silver magic bullet that's doing it all."I Help People Build Wealth And 10X THEIR MONEY By Establishing Multiple Income Streams Through Multi-Family Real Estate Investments.Our blueprint to financial freedom is streamlined so you can get going in multifamily commercial real estate investments fast. Here's how:STEP 1JoinStart by joining the 5 Talents Investor Club. A community of people just like you who are looking to grow their wealth and achieve their financial freedom.STEP 2LearnOnce you join, we'll take some time to learn about you and our goals and share resources that will help you in your investment journey.STEP 3InvestWe'll help you invest passively in multifamily real estate together in a group so you can create passive income and grow your wealth.STEP 4RelaxEvery investment builds additional streams of passive income, getting you one step closer to financial freedom.Connect with Garrett through LinkedIn, or visit www.legacytaxstrategies.com. Email him at garrett@legacytaxstrategies.com.Connect with me:www.5talents.capitalLinkedInInstagramWatch 5T CRE on YouTubeLeave us a review and receive your free ebookEmail us --> abel@5tcre.comSupport the show

Brett Swartz  is the founder of Capital Gains Tax Solutions and is considered one of the nation's most well-rounded experts when it comes to Capital Gains Tax Deferral, which should be top of mind as we are recording this on April 18th, the deadline for 2021 tax returns and if you had a good 2021 in real estate and didn't have a solid tax plan in place, you probably find yourself stroking a big check to the Uncle Sam. In addition to running his business, Brett is also the host of the capital gains tax solutions podcast and somehow still has the time to be a great husband to his beautiful wife Melanie and father to 5 incredible children. Quote: “Cash flow is important but I'd say it's even more important to have a tax flow plan in place.” Highlights: 05:20: The difference between cash flow and tax flow 07:20: What is a deferred sales trust? 09:30: How 1031 exchanges differ from a deferred sales trust 12:55: Using DST on your cryptocurrency investments 16:20: Why unique tax strategies can help you make a pivot in your life and investments 19:22: Diversification of your investments using DSTs 21:40: How your risk questionnaire impacts your investments 25:00: Using a DST for an assignment deal 26:25: Determining if a DST is a legitimate strategy for them 29:45: Eliminating estate taxes using a deferred sales trust Guest Website: https://capitalgainstaxsolutions.com/ Recommended Resources: Check out our company and our investment opportunity by visiting www.SunriseCapitalInvestors.com Self Directed IRA Investment Opportunity – Click Here To Learn More About How You Can Invest With Us Through Your SDIRA Accredited Investors Click Here to learn more about partnering with me and my team on Mobile Home Park deals! Grab a free copy of my latest book “The 21 Biggest Mistakes Investors Make When Purchasing their First Mobile Home Park…and how to avoid them: MobileHomeParkAcademy.com Schedule your free 30 minute "no obligation" call directly with Kevin by clicking this link: https://www.timetrade.com/book/KV2D2 

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Love the show? Subscribe, rate, review, and share!Here's How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter

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Looking for a way to reduce your capital gains taxes? In this episode, Steven highlights three strategies that will help you do just that.  Discover how to make full use of the 1031 exchange, Deferred Sales Trust, and Bonus Depreciation approaches.Key Takeaways1031 exchange is a way for you to exchange any one type of real estate for another type of real estateWIth 1031 exchange you can pay no gain and you can pay no taxes You can defer gains and pay no taxes utilizing the Deferred Sales Trust With Deferred Sales Trust, you only pay capital gains when you receive a payment and you can take the money and reinvest it in other opportunities, not just real estateBonus Depreciation allows you to take 100% of that depreciation that's normally over 27 and a half years, all at once.