Brett Swarts is the CEO of Capital Gains Tax Solutions and 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 Trust, Delaware Statute Trust, 1031 exchanges and $85,000,000 in closed commercial real estate brokerage transactions. He's an active commercial real estate broker and investor himself with experience and holdings in Multifamily, Senior Housing, Retail, Medical Office and Mixed-Use properties. He is a licensed California Real Estate Broker and holds series 22 and 63 licenses.

Topics Brett speaks on:

  • What are the benefits of a Deferred Sales Trust (DST) and buying real estate through DST vs 1031 exchange 

  • Estate Tax Savings! At the close of the DST, move funds outside of taxable estate to save 40% in estate tax 

  • How do we know it's Legal? Fees? Track Record?

  • DST Dissolving Partnership Advantage 

  • New Depreciation Schedule!

Brett’s website: https://capitalgainstaxsolutions.com

Brett on The Apartment Building Investing podcast: http://www.themichaelblank.com/podcasts/session166/

Brett on The RE Success Rocks: http://repodcast.rocks/222-deferred-sales-capital-gains-with-brett-swartz/

If you would like to have Brett on your podcast, please fill out the form below

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