#93: Capital Gains Tax Planning, with Brett Swarts The Note Investor Podcast

Brett Swarts from Capital Gains Tax Solutions discussed the concept of a deferred sales trust and its benefits for high net worth individuals to defer capital gains taxes on various assets. He shared his entrepreneurial journey and how he discovered this strategy, which has allowed him to teach others about it. The discussion also covered the flexibility of deferred trusts for investment purposes, the potential to invest in various assets, and the possibility of business owners using it to minimize tax liability.
 
Connect with Brett: https://capitalgainstaxsolutions.com/
 
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