1. EachPod

Ep471: Leveraging Deferred Sales Trust (DST) for Tax-Efficient Investing with Brett Swarts

Author
Julie Holly
Published
Thu 14 Mar 2024
Episode Link
None

Join us in today’s episode as Brett Swarts unveils the game-changing deferred sales trust (DST) strategy for high-net-worth individuals to conquer capital gains tax and achieve financial liberation. Listen until the end as we explore the importance of tax-deferred strategies in your investments. Tap in to learn more!


KEY TAKEAWAYS


Key concepts in understanding arbitrage 
Pros and cons of 1031 exchange and deferred sales trust (DST)
Tips to educate investors on being a seller carry in real estate transactions
Why are tax-deferred strategies crucial in your investments?
3 common misconceptions about DST and why they aren’t true


RESOURCES/LINKS MENTIONED


Building A Capital Gains Tax Exit Plan by Brett P. Swarts: https://amzn.to/3InjjPv
PIMCO: https://bit.ly/49Xk65d
Anfield Capital Management: https://www.anfieldcapital.com/ 


ABOUT BRETT SWARTS


Brett Swarts is the Founder of Capital Gains Tax Solutions and a leading expert in Deferred Sales Trusts, with over $500 million in transactions closed. As a licensed California Real Estate Broker, best-selling author, and podcast host, Brett's mission is to unlock capital gains tax for high net-worth individuals, guiding them to make an impact with their wealth.


CONNECT WITH  BRETT


Websites: Capital Gains Tax Solutions: https://capitalgainstaxsolutions.com/ | Brett Swarts: brettswarts.com
YouTube: Capital Gains Tax Solution: https://bitly.ws/3eeb7 


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