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Episode 311: Brett Swarts from Capital Gains Tax Solutions

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In today’s episode of Discount Property Investor Podcast, David Dodge has a special guest Brett Swart, Founder of Capital Gains Tax Solutions, helping people learn and implement capital gains tax strategies through his company. Capital Gains Tax Solutions. Brett works primarily with high-net-worth investors to develop deferred sales trust tools to solve capital gains tax deferral limitations. In this episode, Brett defines a deferred sales trust, explains the difference between a 1031 exchange, and when this strategy works for real estate investing. If you are interested in Real Estate this is an inspiring interview.

HIGHLIGHTS OF THIS EPISODE

  • What are Capital Gains?
  • What is a 1031 exchange and how to use it effectively
  • Understanding Deferred Sales Trust strategy
  • When to use the deferred sales trust strategy
  • How we can reduce are capital gain

Title of the book

“Building A Tax-Deferred”

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