67. Keep More Wealth: Deferred Sales Trusts vs 1031 Exchange | Tax Strategies for Entrepreneurs

If you're a business owner, investor, or entrepreneur with a big exit on the horizon, this episode of Scale Smart, Grow Fast hosted by Harley Green is a must-listen. Brett Swarts, founder of Capital Gains Tax Solutions, breaks down smart ways to defer capital gains taxes using tools like the Deferred Sales Trust, Delaware Statutory Trust, and when (and when not) to use a 1031 exchange.

We explore how to protect your profits, avoid being forced into bad reinvestments, and turn exits into long-term wealth — even across asset classes like crypto, real estate, and stocks.

Highlights:

• • Why the 1031 exchange isn’t always the best move
  • How the Deferred Sales Trust gives investors flexibility
  • Real-life tax deferral success stories
  • When to start tax planning (hint: before you exit)
  • Clearing up common myths (including the CPA skepticism)
    

💼 Learn more at: capitalgainstaxsolutions.com

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