Investors, Business Owners, and Crypto Millionaires Defer Millions in Capital Gains Tax Using The Deferred Sales Trust (DST) | Brett Swarts
Millionaire Mindcast
Matt Aitchison
4.4 • 716 Ratings
🗓️ 12 February 2024
⏱️ 44 minutes
🧾️ Download transcript
Summary
Guest Bio: Brett Swarts is an expert in capital gains tax reduction strategies, particularly the Deferred Sales Trust. With years of experience in real estate and as a tax strategy educator, Brett has helped numerous clients navigate the complexities of investing, selling, and deferring taxes. He is dedicated to empowering individuals to achieve financial freedom through informed, strategic decision-making.
Episode Summary: This episode delves into the Deferred Sales Trust, a powerful tool for deferring capital gains taxes and enhancing financial flexibility. Brett Swarts, from Capital Gains Tax Solutions, shares his expertise on how individuals can leverage Deferred Sales Trusts to preserve capital, diversify investments, and achieve their financial goals. The discussion covers the mechanics of Deferred Sales Trusts, their advantages over traditional 1031 exchanges, and real-life success stories. Brett also sheds light on the current economic landscape, investment opportunities, and the future of tax-deferral strategies.
Key Topics Discussed:
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Introduction to Brett Swarts and the Deferred Sales Trust [00:00:00]
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The mechanics and benefits of using a Deferred Sales Trust [00:06:37]
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How Deferred Sales Trusts compare to 1031 exchanges [00:10:32]
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Success stories and real-life applications of Deferred Sales Trusts [00:17:46]
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Investment trends and opportunities in 2024 [00:29:39]
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The future of tax-deferral strategies and advice for investors [00:34:33]
Notable Quotes:
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"Life is short... Don't wait to make that move or sell that asset." - Brett Swarts
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"Deferred Sales Trusts are about unlocking capital gains tax to unleash freedom and impact." - Brett Swarts
Calls-to-Action:
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For a free financial portfolio review, text 'XRAY' to 844.447.1555.
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For more information on Brett Swarts and how to leverage Deferred Sales Trusts, visit CapitalGainsTaxSolutions.com.
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Transcript
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| 0:00.0 | What's going on, guys? |
| 0:10.7 | Welcome back into today's episode. |
| 0:13.0 | I've got a great friend and somebody that I consider one of the best of the best in the world when it comes to finding creative ways |
| 0:24.4 | and solutions to not pay taxes. Most importantly, legally. And today I am speaking none other |
| 0:31.8 | than my buddy Brett Swartz, who is the founder of Capital Gains Tax Deferral Experts. |
| 0:38.1 | He's got an amazing podcast around this. |
| 0:40.8 | He's a multifamily investment experts specifically, but is also a commercial |
| 0:45.6 | real estate broker and has tons of exposure to different asset classes and, you know, |
| 0:50.4 | high-level deals, high-level investors. |
| 0:53.4 | But that being said, he specializes in one of the most, I guess, I would say, |
| 1:00.3 | undercovered or not talked about tax-advantaged-based vehicles and tax-deferral vehicles |
| 1:08.1 | that so many people don't know about. |
| 1:10.6 | And that is what I am calling |
| 1:12.2 | the Deferred Sales Trust. He is an expert at helping high net worth investors escape |
| 1:19.0 | the 1031 Exchange and the capital gains tax limitations using an innovative and often |
| 1:25.6 | really missed strategy called the DST, the deferred sales trust. |
| 1:29.9 | And this can help your real estate, your primary home, commercial real estate, your business, |
| 1:35.9 | your cryptocurrency. |
| 1:38.0 | This is something that he has worked with all of those individuals and avatars defer millions in capital gains taxes. So you don't |
| 1:46.4 | just have to be a real estate investor. This is something that you can use to truly not only preserve, |
| 1:52.1 | but grow your wealth. It's not the standard 1031 exchange. And we cover all of that in today's |
| 1:58.2 | episode. But this is a strategy that you definitely want to know about as you continue to build |
... |
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