Episode 7

Published on:

21st Jun 2022

Brett Swarts | Building a Tax Deferred Exit Plan

Property and business ownership can be stressful, especially when you're ready for a new start. 

Businesses and real estate owners often get taxed with 30-50% in capital gains tax on the sale of their assets (businesses, high-end primary homes, or investment properties).

Brett Swarts, founder of Capital Gains Tax Solutions helps his clients defer their capital gains taxes, works with sellers of bitcoin and real estate to plan exit strategies, and determines whether the Deferred Sales Trust is suitable for them.

In today's episode of the Passive Wealth Principles podcast, Brett shares his story and what was his first investment deal.

He will talk about some innovative ways to solve problems and how to create next-level tax strategies.

He will reveal how you can utilize deferred sales trust to gain future value and create a better position.

He will explain what is a deferred sales trust, how it works and why it can be an alternative to a 1031 exchange.

He will also discuss some of the planning that someone needs to do if they want to sell a highly appreciated asset and much more.

Listen now and enjoy!

What You’ll Learn in this Show: 

  • Brett’s background and what was his first investment deal
  • How can you utilize deferred sales trust to gain future value and create a better position 
  • Some innovative ways to solve problems that Brett discovered
  • What are some of the planning that someone needs to do if they want to sell a highly appreciated asset
  • And so much more...
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About the Podcast

Passive Wealth Principles
Contrarian Investing for Cash Flow and Freedom
You are listening to the Passive Wealth Principles Podcast. Your host; Jake Harris is the founder of an award-winning real estate investment firm and actively investing in commercial real estate all over the country. This show allows you to tune into interviews, dive deeper and deconstruction many passive wealth principles not just from investing but tactics, strategies, and many fascinating ways in which people have achieved levels of passive wealth.

Through my nearly 20 year career as a professional investor, I have built an amazing network of people and come across some super-savvy investors that not only have a unique stance on the marketplace but look at the same problems we all face and many times have come up with a simple but unconventional approach to solving them.

So come be a fly on the wall. Enjoy the conversations and these amazing passive wealth principle lessons.

Learn more: https://www.catchknives.com/

About your host

Profile picture for Jake Harris

Jake Harris

A sought-after expert and gifted story teller with contagious energy, he inspires everyone around him with encyclopedic research. He can take complicated ideas and convey them simply and clearly for everyone to understand. As a founder and managing partner of an award-winning commercial real estate firm, he has authored a #1 bestselling book (CatchingKnives). He has been featured in many publications including The NY Times & Yahoo Finance, he is a frequent speaker, podcast guest, and a highly valued coach. He uses those superpowers to pioneer cutting-edge bold design into an exciting hotel, infill, and adaptive reuse projects across the country. To date has purchased and sold1200+ properties in23 states and amassed a commercial real estate portfolio of iconic properties. He earned a master's degree in International Real Estate, sits on the FIU real estate board, is an accreditedCongress of New Urbanism city builder, a member of CCIM, Urban Land Institute (ULI) and holds a CA real estate brokers license.