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In this episode, we ask:
- What will you do with highly appreciated real estate?
- Who has tax problems?
- Is this just another 1031 exchange podcast?
- Who is Brett Swarts?
- What is a capital gains tax deferral strategy?
- What is a deferred sales trust?
- What about optimal timing?
- What about capital gains tax on real estate?
- Can one eliminate a 1031 exchange?
- What about an example?
- What about the transition of generational wealth?
- How many baby boomers are turning 65 every day?
- What about the factor of time in a 1031 exchange?
- What is the problem?
- Why are we selling high and buying higher?
- What about real estate market corrections?
- What is a DST (deferred sales trust)?
- When does a 1031 exchange make sense?
- What is a seller carry back?
- What options open up?
- What about the buyer cooperating with a brand new trust?
- What’s the gain for the trust?
- What about a deferral state?
- What about funding?
- What happens to the tax when selling to the trust?
- What about receiving a $0 down payment?
- What about spreading out the tax over time?
- Where does the money need to live?
- What about the terms on the promissory note?
- What about deferral?
- What about spreading the tax burden to the next generation?
- What about assets inside the deferred sales trust?
- What about paying the tax right away?
- What about fees?
- With whom does Brett work?
- What about dissolving partnerships?
- What about another example?
- How long have the DSTs been around?
- Where is the money going to live?
- What about a brand new depreciation schedule?
- Who understands the deferred sales trusts?
- What would Brett leave for his family and friends?
- What did Jim Rohn say?
- Would you like to visit capitalgainstaxsolutions.com?
- Would you like to book a meeting on Mark’s calendar?
- Would you like to join the NEW! Not Your Average Financial Community?
The topics presented in this podcast are general information only and not for the purposes of providing legal, accounting or investment advice. On such matters, please consult a professional who knows your specific situation.
Brett Swarts 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 tax-deferred transformational exit wealth plan of their own, and execute on this plan so they can create and preserve more wealth.
Brett is the Founder of Capital Gains Tax Solutions and host of the capital gains tax solutions podcast. Each year, 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.
Brett lives in Roseville California, with his wife, Melanie and their 5 children.
