Ep #190: The Little Known Secret to Legally Defer Your Capital Gains from Real Estate and Preserving Your Wealth via the Deferred Sales Trust – with Brett Swarts

Real Estate Investing for Cash Flow with Kevin Bupp

Kevin Bupp

Reit, Consultant, Syndication, Seniorliving, Retail, Kevinbupprealestate, Acquisitions, Realestate, Selfstorage, Donaldtrump, Assistedliving, Apartmentinvesting, Flow, Shoppingcenter, Kevinbupp, Coach, Investing, Kevinbuppflorida, Foreclosure, Realestateinvesting, Cashflowinvesting, Office, Business, Entrepreneur, Cashflow, Commercial, Real, Industrial, Education, Mergers, Trainer, Shortsale, Millionaire, Investments, Privatelending, Legacywealth, Funding, Podcast, Multifamily, Broker, Estate, Apartments, Commercialrealestate, Experts, Mobilehomeparks, Cash, Privatemoney, Valueadd, Hedgefund, Robertkiyosaki, Defaultedpaper

4.9 • 675 Ratings

🗓️ 26 July 2018

⏱️ 47 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Brett is the President of Capital Gains Tax Solutions, LLC, located in Sacramento, CA. Together with his team and in partnership with the Estate Planning Team, Brett provides trustee services which helps real estate and business owners gain tax deferral, freedom, liquidity and diversification with their funds so they can create and preserve more wealth.

As a trustee, Brett is passionate about educating his clients about capital gains tax deferral with a Deferred Sales Trust, how they can divest from real estate investments without a 1031 exchange and then invest back into and back out real estate at their own timing all capital gains tax deferred.

Brett and I dive deep and uncover the intimate details of this little-known capital gains tax deferral solution known as the deferred sales trust, which offers an attractive and flexible tax deferral alternative to the commonly used 1031 Exchange. In addition, a properly implemented deferred sales trust can dramatically decrease or eliminate the capital gains taxes that would otherwise be recognized in the year of the sale.

Additionally, I’ve personally found that after being involved in hundreds of real estate transactions, one of the biggest concerns that sellers face when they contemplate divesting of one of their Real Estate investments, is the significant capital gains exposure that might come as a result of the sale. In fact, I’ve seen firsthand many situations where owners of investment property feel somewhat trapped between a rock and a hard place and feel hostage to the outrageous capitals gains that they will pay in the event of a sale.

And so, in today’s show, we’re going to go into detail on how the Deferred Sales Trust might just be the miracle alternative solution to help you keep more of that wealth in your pocket when entering into a sale of a highly appreciated asset.

Recommended Resources:

Check out our company and our investment opportunity by visiting www.SunriseCapitalInvestors.com
Self Directed IRA Investment Opportunity – Click Here To Learn More About How You Can Invest With Us Through Your SDIRA
Accredited Investors Click Here to learn more about partnering with me and my team on Mobile Home Park deals!
Grab a free copy of my latest book “The 21 Biggest Mistakes Investors Make When Purchasing their First Mobile Home Park…and how to avoid them MobileHomeParkAcademy.com
Schedule your free 30 minute "no obligation" call directly with Kevin by clicking this link https://www.timetrade.com/book/KV2D2

Transcript

Click on a timestamp to play from that location

0:00.0	You've been searching for the best way to generate passive income in your life and heard that real estate is a great way to do it.
0:09.4	But you're tired of all the so-called gurus who are all talk and no substance.
0:15.3	Get ready to celebrate because Kevin Buck has spent 14 years successfully making it happen.
0:21.6	This is the Real Estate Investing for Cashflow podcast.
0:25.2	Now, here's Kevin Buck.
0:30.1	Hey guys, Kevin Bup here, and I want to welcome you to another episode of the Real
0:33.4	Estate Investing for Cashflow podcast.
0:35.5	Our mission is to help you build and maintain massive amounts
0:38.3	of cash flow through income producing real estate investments. Our guest for this week's show is
0:42.8	Real Estate Investment and Capital Gains Deferral Expert Brett Swartz. Brett is the president of
0:47.9	Capital Gains Tax Solutions LLC located in Sacramento, California. Together with his team and in
0:53.3	partnership with the estate
0:54.5	planning team, Brett provides trustee services which helps real estate and business owners gain
0:59.4	tax deferral, freedom, liquidity, and diversification with their funds so they can create
1:04.0	and preserve more wealth. Brett has been a licensed California real estate broker since 2006 and
1:09.2	has been involved in over $70 million in closed
1:11.9	commercial real estate brokerage transactions. He has brokered numerous successful 1031 exchanges
1:17.2	and has a vast amount of knowledge and experience to share with sophisticated property and business
1:21.8	owners. As a trustee, Brett is passionate about educating his clients about capital gains tax
1:26.7	deferral with a deferred
1:28.1	sales trust, how they can divest from real estate investments without a 1031 exchange, and then
1:32.8	invest back into and back out of real estate at their own timing, all capital gains tax deferred.
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Kevin Bupp, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Kevin Bupp and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.