Innovative Methods for Maximizing Investment Returns While Minimizing Tax Liabilities with Brett Swarts

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Recorded29 Nov 2024

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Brett Swarts, is the Founder of Capital Gains Tax Solutions where he serves as a Deferred Sales Trust Trustee and has closed over ½ Billion in DST's and Real Estate. He was the first to help Bitcoin owners exit millions of gains and defer their capital gains tax using a DST. He is an Author of Amazon #1 best seller of Building a Capital Gains Tax Exit Plan. He brings a unique approach to capital gains tax exit planning using the DST, real estate investment and wealth management. Top 3 Value Bombs 1. The key is to slow down, prepare and do a little bit of planning. 2. When you are going to real estate it is important to have a 3-dimensional view of the cash flow, tax flow and debt flow. 3. Hire the "who" and don't be the "how". Hire the team that excel on things we are not great at doing. Check out Brett's page and find links to his Youtube channel, Podcasts and Books - Brett Swarts Web Page Sponsor HubSpot Making your life easier. Getting you results faster. And better connecting you to all your data, all in one place. Start making major moves with HubSpot. Visit HubSpot.com/marketers to learn more

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