45 min

266: Deferring Capital Gains Taxes with Brett Swarts The Real Estate Way to Wealth and Freedom

    • Investing

Brett is an entrepreneur, one of the most well-rounded Capital Gains Tax Deferral Experts, Commerical Real Estate investor, podcaster, deferred sales trust educator/trustee, Founder of Commercial Realty Apartment Advisors and the CEO of Capital Gains Tax Solutions, an educational platform inspires and helps business professionals execute a passive capital gains tax deferral wealth plan of their own. He holds series 22 & 63 licenses. Brett has been featured in various notable podcasts across the web and who trains hundreds of business professionals at companies such as Marcus & Millichap, Keller Williams, Western International Securities, Multifamily Investing Academy & Equilus Financial Group, Inc.



Key Points

    Capital Gains Tax versus Income Tax

    What is smart debt, risky debt, and dumb debt

    The Pros of Deferred Sales Trust (DST) versus 1031 Exchanges

    How to defer capital gains tax on the sale of business or primary home and invest into commercial real estate all tax-deferred

    How  to create and preserve more wealth

    Why one would want to defer taxes

    The role of Trustee and what to look for

    Estate Tax Planning 

    How to avoid overpaying  taxes and escape from 1031 exchange





Resources

Visit Audible for a free trial and free audiobook download!



Capital Gains Tax Solutions



LinkedIn



Biggerpockets



YouTube



Email - Info@capitalgainstaxsolutions.com 



Deferred Sales Tax Calculator

Brett is an entrepreneur, one of the most well-rounded Capital Gains Tax Deferral Experts, Commerical Real Estate investor, podcaster, deferred sales trust educator/trustee, Founder of Commercial Realty Apartment Advisors and the CEO of Capital Gains Tax Solutions, an educational platform inspires and helps business professionals execute a passive capital gains tax deferral wealth plan of their own. He holds series 22 & 63 licenses. Brett has been featured in various notable podcasts across the web and who trains hundreds of business professionals at companies such as Marcus & Millichap, Keller Williams, Western International Securities, Multifamily Investing Academy & Equilus Financial Group, Inc.



Key Points

    Capital Gains Tax versus Income Tax

    What is smart debt, risky debt, and dumb debt

    The Pros of Deferred Sales Trust (DST) versus 1031 Exchanges

    How to defer capital gains tax on the sale of business or primary home and invest into commercial real estate all tax-deferred

    How  to create and preserve more wealth

    Why one would want to defer taxes

    The role of Trustee and what to look for

    Estate Tax Planning 

    How to avoid overpaying  taxes and escape from 1031 exchange





Resources

Visit Audible for a free trial and free audiobook download!



Capital Gains Tax Solutions



LinkedIn



Biggerpockets



YouTube



Email - Info@capitalgainstaxsolutions.com 



Deferred Sales Tax Calculator

45 min