Best Practices In Building And Preserving Wealth Patrick Lilly
Best Practices In Building And Preserving Wealth Patrick Lilly
Best Practices In Building And Preserving Wealth Patrick Lilly
Patrick Lilly
– Capital Gains Tax Solutions Podcast with Brett Swarts
Episode 073 Best Practices in Building and Preserving Wealth with Patrick Lilly
Patrick Lilly has a long track record as a New York City real estate broker. He leads a first-class team and enjoys being an educator, transformational life coach, speaker and world traveler. With his podcast, Real Estate Success Rocks, he helps real estate agents grow their business and help their clients.
Patrick has sold over 1,200 properties worth more than $1.35 billion over his 34-year career. He’s also achieved the Keller Williams Pinnacle Award, which is presented to the top 20 agents in North America, and he was named, The Wall Street Journal’s top 250 agents.
I’m grateful for Patrick sharing his time. Here are some topics from our conversation:
The definition of confidence.
Delegate to your team for your benefit and the client’s.
Aligning values with personal and professional goals.
Investing in the Northeast market for appreciation or development.
Transparency in business and sharing values.
Enjoy the show!
Connect with Patrick:
Website: patricklilly.com
Connect with Brett:
Facebook https://www.facebook.com/brett.swarts @brett.swarts
Instagram https://www.instagram.com/brett__swarts/ @brett_swarts
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From The Podcast
Capital Gains Tax Solutions Podcast
Welcome to the Capital Gains Tax Solutions PodcastThinking of selling your million-dollar-plus business, crypto, luxury primary home, commercial real estate or other highly appreciated asset and deferring the capital gains tax? Want to invest into a diversified portfolio of real estate or securities at optimal timing and make an impact with your wealth? Each episode Brett interviews some of the world's best real estate, financial, wealth, entrepreneurs, and business minds in the world and asks them about their secrets. Fast-paced and high-impact content filled with a variety of guests who will help you create and preserve more wealth. Brett and his guests are here to guide you through the complexities of capital gains tax deferral, and wealth creation, ensuring you preserve more of your hard-earned assets.Learn about the host: Brett SwartsBrett Swarts mission is to help you make an impact with your wealth when you exit highly appreciated assets. He is a Deferred Sales Trust Trustee, an expert in the Deferred Sales Trust, multifamily investing and brokerage. His goal is to simplify complex tax deferral strategies such as the 1031 Exchange, Deferred Sales Trust, Delaware 1031, Opportunity Zones, and other strategies. What the Podcast Offers: Get insights into various strategies, deal stories, wealth-building lessons, and financial freedom pathways to build and preserve wealth.The Mission: We want you to exit with freedom and flexibility to make great investment decision. This often includes trading the hassles of toilets, trash, liability, and managing employees for freedom, liquidity, diversification, and passive commercial real estate investing History About Brett SwartsBrett Swarts started his commercial real estate career just before the crash of 2008 where he and his client's learned the hard truth that the 1031 exchange is not always your friend when you run out of time to find a good deal. He has closed over $500,000,000 in Deferred Sales Trust, Delaware 1031 and Commercial Real Estate transactions. His experience includes working with Deferred Sales Trust, Delaware Statutory Trust, 1031 exchanges, and other tax-deferred strategies.Episodes and Special GuestsThe podcast offers an extensive overview of how to build wealth in real estate, business and investing. How to build a business and how to grow as a leader. Brett brings on rockstar guests to share expertise so YOU can make grow your yourself, your investments and your profits. More about Deferred Sales TrustsA Trusted Tax Deferral Solution: Over 27+ years old, rooted in IRS Section tax code IRC 453 from the 1920s.Proven Successful track record: 24 successful IRS audits conducted for thousands of closed deferred sales trusts Join UsAre you tired of feeling trapped by the 1031 exchange? The deferred sales trust is your solution! Listen and learn how to create more wealth in a smarter, easier way. Brett guarantees clarity on your tax deferral strategy.Join us on the [Capital Gains Tax Solutions Podcast](https://capitalgainstaxsolutions.com/podcast/) now and discover the secrets of the wealthy with investment real estate and tax deferral, so you can create and preserve more wealth [[1](https://capitalgainstaxsolutions.com/podcast/)]https://www.facebook.com/groups/capitalgainstaxsolutionspodcast/Join Podchaser to...
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