CTW 143: Brett Swarts - Protecting and Passing on Your Wealth

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By Juan Vargas and Juan Vargas / Multifamily Real Estate Investing / Apartment Investing / Rea. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

Brett is the CEO of Capital Gains Tax Solutions where he helps business professionals defer capital gains via the Deferred Sales Trust tool. He has experience in not only deferred sales trusts, but also Delaware Statue Trusts, 1031 exchanges and millions in commercial real estate brokerage transactions.

Topics Covered

  • Understanding manufactured installment sale

  • Understanding the limits of the 1031

  • Assessing the optimal time to buy

  • Understanding trusts

  • Estate tax v. capital gains tax

Nuggets of Wealth

  • Where can my audience go to learn more about Deferred Sales Trusts? Capitalgainstaxsolutions.com
  • What is a good tool, source, or platform that you use almost daily that can also help others? Loom - gives you the ability to create short videos and send them in emails.
  • What book are you currently reading and which one has had the biggest impact on your life? The Seasons of Life by Jim Rohn, The Bible
  • At the end of your life, how do you want to be remembered? Family - second before God, empowering professionals to give more to those in need. Agape International in Cambodia
  • Where can Commit to Wealth Nation go to contact you and find out more about you and your business? Facebook, LinkedIn, Capital Gains Tax Solutions Podcast

152 episodes