Every tax strategy works until it’s audited. This is why having an expert in your corner who knows what they’re talking about is critical.
And one such expert is on the show today. Meet Brett Swarts, founder of Capital Gains Tax Solutions. His mission is to equip high-net-worth individuals with the Deferred Sales Trust (DST) tool to help them defer capital gains tax on the sale of their assets. His team can help you clarify your exit plan and determine the right timing to sell, set up the DST and sell your asset and defer your capital gains tax, and finally reinvest the funds to create more (and preserve) wealth.
As taxes continue to rise and the government continues to spend out of control, it makes it harder to keep wealth in the hands of the people. If you’re considering selling a highly appreciated asset (such as a business, a primary home, crypto, etc.) and thought a 1031 was your only option, we recommend setting aside about 40 minutes today to listen to what Brett has to say. He unpacks and shares a lot in this episode, so bring a pen and paper. You work hard for your money - and we want to see you keep more of it.
Episode Highlights:
How a Deferred Sales Trust can help you defer capital gains
The difference between a 1031 and a Deferred Sales Trust
Real-world, specific examples of how his team has helped clients save money
The process of setting up a Deferred Sales Trust
Which state would he invest in
Favorite Quote:
“It’s a bigger picture than just cash flow. It’s tax flow. It’s impact. It’s freedom for America in the next 20 years.”
How to Connect with Brett:
https://capitalgainstaxsolutions.com
https://www.facebook.com/capitalgainstaxsolutions/
https://www.instagram.com/brett_swarts/
https://www.linkedin.com/in/brett-swarts
https://www.facebook.com/brett.swarts
Stay Connected:
Connect with Matt and Luigi on Instagram:
@matthew.r.meehan
@luigi_rosabianca
@theLiquidLunchProject
@ShieldAdvisoryGroup.
Visit The Liquid Lunch Project website and subscribe to The Weekly, our Friday morning newsletter, for all the latest in the world of finance, tech, small business, and more.
www.theliquidlunchproject.com
Make sure you never miss an episode — check out The Liquid Lunch Project on Apple Podcasts, and don’t forget to subscribe, rate, and review.