The Ultimate Tax Strategy For a Liquidity Event

tax strategy

Brett Swarts is considered one of the most well-rounded Capital Gains Tax Deferral Experts and informative speakers in the U.S. He is the Founder of Capital Gains Tax Solutions! Brett is passionate about educating high net worth individuals in capital gains tax deferral with a Deferred Sales Trust; to divest from a business, cryptocurrency, highly appreciated stock, primary residence or investment real estate and gain freedom from feeling hostage!

Brett’s story is one of hard work, dedication and personal transformation. He discusses how he overcame the challenge to get where he is in life. He shares what it took in order to achieve this transformation, including opening up about some tough moments where things got really dark before turning them around with hard work and dedication!

DST is a revolutionary way to sell your assets that will leave you feeling empowered and in charge. When Swarts talks about the DST process, he’s not kidding – he explains how installment sales are coupled with business trust that are fused together to give a seller an opportunity to lend instead of selling directly.

The true freedom that Brett had found is something to marvel at. He shares his insight on what true freedom is for him, not only financial but rather time and energy. His advice to every investor deserves attention because it’s incredible!

In This Episode

  1. What drove Brett to fall in love with real estate.
  2. What is DST, who does it work for and what are the benefits of it.
  3. What is 1031 exchange?
  4. Brett’s philosophy on Wealth Strategy and what it means to him personally.
  5. Brett’s incredible advice for every investor.

Important Links

Connect with Brett Swarts

Connect with Pantheon Investments