Dec 15, 2019
Brett Swarts is the CEO of Capital Gains Tax Solutions and every year 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 Statue 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. He is formerly an associate at the largest Commercial Real Estate Brokerage firm in the country and has years of experience and hands-on training from some of the best in the business. As a trustee, he is passionate in educating about capital gains tax deferral with a Deferred Sales Trust, how to divest from a business or real estate and gain freedom from feeling hostage to a 1031 exchange, and then invest back into and back out of real estate at any time (all capital gains tax deferred).
Brett is considered one of the most well-rounded capital gains tax deferral experts and informative speakers on the West Coast. His audiences are challenged to lean into multiple capital gains tax deferral strategies, create and develop a passive cash flow wealth plan of their own, and execute on this plan so they can create and preserve more wealth.
We chat about:
Interested in Real Estate Investing but don't have the time? How about putting your money to work passively. Head over to HouseDudes.com for more information.
If you have any thoughts or questions shoot us an email at email@example.com. You can also find us on Facebook, Instagram, and Twitter @HouseDudes
Please subscribe through iTunes or your favorite podcast app! If you like what you hear please give us a rating, like, and share. It really helps the show grow.
Follow Josh Koth and Jack Hoss on their journey towards financial freedom using the power of Real Estate through the REI Rookies Podcast (Real Estate Investing Rookies Podcast). We share our experiences as we acquire rental properties, build net worth, and work towards financial freedom. We are focused on creating wealth through conventional and creative real estate investing while improving our financial education. If you are a fan of Rich Dad Poor Dad by Robert Kiyosaki and Millionaire Real Estate Investor by Gary Keller or are looking for an alternative to the Dave Ramsey, Jim Cramer, Motley Fool or Suze Orman shows we invite you to subscribe today!