Know the secrets of the Tax Expert. In today’s episode, we’re going to dive into them! Brett Stewarts is a Deferred Sales Trust Expert, Capital Gains Tax Deferral Expert, Investment Real Estate Expert, Multi-family Broker and the Founder of Capital Gains Tax Solutions– a company helping individuals to defer capital gains tax on the sale of their highly-appreciated assets, eliminate the need for a 1031 exchange, and deliver a transformational wealth plan to create and preserve more wealth.
[00:01] – [05:40] Opening Segment
- Let’s get to know today’s guest, Brett Stewarts
- Commercial Real Estate Game Changers
[05:41] – [21:19] Expert Tax Secrets
- Stepped-Up Basis for Beginners
- Using Deferred Sales Trust vs 1031 Exchange
- Brett shares a crushing story
- Cash to Fund the Trust
[21:20] – [27:38] Deferred Sales Trust
- Multiple Assets in Deferred Sales Trusts
- Brett talks about the process of using a single trust
- Why You Should Use the Deferred Sales Trust
- How to Raise Funds Using a Deferred Sales Trust
[27:39] – [31:15] Final Four Segment
- Brett’s advice to aspiring investors
- “Learn to work harder on yourself than you do on your job.”
- How Brett stays on top of his game
- Hire a coach
- Brett’s way to make the world a better place
- Supporting Agape International Missions
- Reach out to our guest – see links below
- Final words
Resources Mentioned
Tweetable Quotes
“Sell high, buy low.” – Brett Swarts
“Deferred Sales Trust is preferred for so many reasons. ” – Brett Swarts
“Hiring the who and not being the how.” – Brett Swarts
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Connect with Brett Swarts through: brett@capitalgainstaxsolutions.com and LinkedIn. Check out his website https://capitalgainstaxsolutions.com/, https://www.experttaxsecrets.com/, and their Podcast and grow your business as a tax expert!
Connect with me:
I love helping others place money outside of traditional investments that both diversify a strategy and provide solid predictable returns.
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Email me → sam@brickeninvestmentgroup.com
