Founder
Brett Swarts has emerged as a prominent figure in the realm of real estate, business investments, and wealth management. As the Founder of Capital Gains Tax Solutions and a Deferred Sales Trust Trustee, he has passionately led a dedicated team in helping clients create and preserve wealth through strategic investments. His expertise in Deferred Sales Trusts, a potent capital gains tax deferral strategy, where he has successfully executed transactions exceeding $500 million in CRE brokerage and Deferred Sales Trusts. In addition to his client work, Brett hosts influential podcasts and is a best-selling author. His mission is to empower high-net-worth individuals and their advisors to craft and implement tax-deferred optimal timing exit plans that make a positive impact on their families and communities.
This conversation with Brett Swarts explores the numerous benefits of DSTs, their role in deferring capital gains taxes beyond real estate transactions, and practical examples of people who have successfully applied this stra...