185. Protecting Your Wealth with a Deferred Sales Trust with Brett Swarts

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.com

Facebook: https://www.facebook.com/capitalgainstaxsolutions/

Youtube: https://www.youtube.com/channel/UCAykQNmIWZ0KARBeVWcQxUA

Instagram: https://www.instagram.com/deferredsalestrust/

LinkedIn: https://www.linkedin.com/in/brett-swarts/

Twitter: https://twitter.com/1031option

Bigger Pockets: https://www.biggerpockets.com/users/BrettSwarts

Average Joe Finances®

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About Mike: https://themikecav.com

REWBCON: Join me at the Real Estate Wealth Builders Conference. Use promo code “Mike” to save 10% on tickets. https://averagejoefinances.com/rewbcon

Important Tools and Resources that I Use

Financial Resources: www.averagejoefinances.com/resources

CRM Tool: www.averagejoefinances.com/crm

Pay Off Your Mortgage in 5-7 Years:

www.theshredmethod.com/averagejoefinances

https://bit.ly/replaceyourmortgage

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Make Real Estate Investing Easier with DealMachine:

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Podcast Hosting: www.averagejoefinances.com/buzzsprout

Podcast Editing Services: www.editpods.com

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