In this episode, Eric is joined by Brett Swarts, founder of Capital Gains Tax Solutions, to discuss strategies for deferring capital gains taxes when passing assets between generations.
- How debt is worsening during the coronavirus outbreak.
- Getting out of debt and staying tax deferred.
- How coronavirus will change the landscape of corporate real estate.
- How deferred sales trusts help high net worth individuals create and preserve more wealth.
Guest Bio
Brett Swarts:
Brett Swarts is an entrepreneur, cre investor, podcaster, deferred sales trust expert, and Nor. CA multifamily broker. His leadership roles include serving as the Founder of Capital Gains Tax Solutions podcast, Founder of Capital Gains Tax Solutions, and Founder of Commercial Realty Apartment Advisors.
He leads a team of extraordinary people at his companies. He has served billionaires, Doctors, Dentists, Veterinarians, Attorneys, Tech Entrepreneurs, Architects, CRE Syndicators/Operators, and more, to help them create and preserve their wealth through investment real estate. He leads them through this process by leveraging the optimal timing capital gains tax deferral structure known as The Deferred Sales Trust. Its purpose is to help individuals escape feeling hostage to the 1031 exchange and 30-50% capital gains tax when they sell their highly appreciated assets such as; a business, CRE, Crypto Currency or a primary home so they can create and preserve more wealth. By focusing on the timeless aspects of being the guide, and not the hero, Capital Gains Tax Solutions’ educational platform inspires and helps high net worth individuals and their trusted advisors who help them such as Financial Advisors, CPA’s, Business Brokers, CRE Syndicators, Realtors, Venture Capitalists execute a passive/active capital gains tax deferral wealth plan of their own.
Swarts has been featured in various notable podcasts across the web, including The Best Ever Real Estate Podcast with Joe Fairless, Lifetime Cashflow through Real Estate Investing with Rod Khleif, Apartment Building Investing with Michael Blank, The Real Estate Espresso Podcast with Victor Menace, RE Investing for Cash Flow with Kevin Bupp, The Project Egg Show and many more. Brett is a guest speaker every year, who trains 100’s of business professionals at companies such as Marcus & Millichap, Keller Williams, Western International Securities, Multifamily Investing Academy & Equilus Financial Group, Inc.
Brett has also held Series 22 & 63 licenses.
