Innovative Methods for Maximizing Investment Returns While Minimizing Tax Liabilities with Brett Swarts
Entrepreneurs on Fire
John Lee Dumas
4.8 • 4.1K Ratings
🗓️ 29 November 2024
⏱️ 24 minutes
🧾️ Download transcript
Summary
Brett Swarts, is the Founder of Capital Gains Tax Solutions where he serves as a Deferred Sales Trust Trustee and has closed over ½ Billion in DST's and Real Estate. He was the first to help Bitcoin owners exit millions of gains and defer their capital gains tax using a DST. He is an Author of Amazon #1 best seller of Building a Capital Gains Tax Exit Plan. He brings a unique approach to capital gains tax exit planning using the DST, real estate investment and wealth management.
Top 3 Value Bombs
1. The key is to slow down, prepare and do a little bit of planning.
2. When you are going to real estate it is important to have a 3-dimensional view of the cash flow, tax flow and debt flow.
3. Hire the "who" and don't be the "how". Hire the team that excel on things we are not great at doing.
Check out Brett's page and find links to his Youtube channel, Podcasts and Books - Brett Swarts Web Page
Sponsor
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Transcript
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| 0:00.0 | Boom. Shake the room, Fire Nation. JL.D. here and welcome to Entrepreneurs on Fire. |
| 0:07.9 | Brought to you by the HubSpot Podcast Network, the audio destination for business professionals with great shows like Systems Saved Me. |
| 0:15.5 | Today we'll be breaking down innovative methods for maximizing investment returns while minimizing tax liabilities. |
| 0:22.5 | To drop these value bombs that I brought to Brett Swartz into EOFire Studios, |
| 0:25.9 | Brett is the founder of Capital Gains Tax Solutions, where he serves as a deferred sales trust |
| 0:30.8 | trustee and is closed over half a billion in DSTs in real estate. |
| 0:34.8 | He was the first to help Bitcoin owners exit millions of gains and defer their capital gains tax using a DST. He is an author of the number one Amazon bestseller |
| 0:42.7 | building a capital gains tax exit plan. He brings a unique approach to capital gains tax |
| 0:47.8 | exit planning using the DST real estate investment and wealth management. In today, |
| 0:52.7 | our nation, we're talking about all of this and more as soon as we get back |
| 0:56.1 | from thanking our sponsors. |
| 0:59.4 | DTC Pod, hosted by Ramon Berrios and Blaine Bolus, is brought to you by the HubSpot |
| 1:04.5 | podcast network, the audio destination for business professionals. |
| 1:07.9 | DTCPod is a podcast about all things direct to consumer. |
| 1:11.9 | Ramon and Blaine cover everything from starting, growing, and optimizing e-commerce stores in DTC |
| 1:16.3 | brands. If you're interested in the stories behind your favorite consumer brands, |
| 1:19.8 | this podcast is for you. One recent episode on how the best brands are built is a must listen. |
| 1:25.6 | Listen to DTC Pod wherever you get your podcasts. |
| 1:30.4 | Brett, say what's up to Fire Nation and share something that you believe about becoming successful |
| 1:36.5 | that most people disagree with. Hey, Fire Nation, what's going on? John, so grateful to me here. |
| 1:43.3 | Thank you so much for having me. |
| 1:44.7 | I think most people may disagree with this, right, that you need to work harder on yourself |
... |
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