Brett Swarts is the CEO of Capital Gains Tax Solutions. He has developed a rock-solid tax strategy when it comes to capital gains and he focuses on helping people solve their capital gains challenges when they try to sell their highly appreciated real estate. Brett explains more about the tax laws in place and the strategies he and his team have developed to leverage them for the best results. He and John discuss some scenarios in which deferring taxes can be a highly profitable solution in the long run, and how you can benefit from it. Tune in to find out more.

 

Key Takeaways:

[:19] John introduces his guest for this episode — Brett Swarts.

[1:43] What does Brett do?

[2:30] Brett explains how changes to estate taxes have impacted property owners over the year.

[4:46] Brett dives into tax law and why this new structure of the Deferred Sales Trust would be pretty safe.

[6:45] How does Brett’s structure work?

[11:03] John and Brett discuss some alternative scenarios.

[15:32] Brett speaks to his role as a trustee in this situation and how he uses life insurance as a part of his strategy.

[18:48] What are some of Brett’s compounding strategies?

[25:07] What are some of the pitfalls to look out for?

[27:17] John and Brett walk through some possible scenarios of how the trust can be used.

[36:53] This strategy has its place in coastal cities and big towns.

[38:23] Brett encourages you to get educated on the tools and strategies that are out there.

[41:03] CPAs are not tax planners, and these strategies are not common enough for the average accountant to know about.

[45:16] Get in touch with Brett by calling him directly or visit his website to find out more.

 

Mentioned in This Episode:

Call Brett Swarts - 916 886 2896

Brett Swarts

Capital Gains Tax Solutions

Brett Swarts on Bigger Pockets

Brett Swarts on YouTube

Brett Swarts on LinkedIn

Campbell Tax Law

Estate Planning Team

IRS

FINRA

Equis Capital