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 strategy.
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00:00 Introduction
01:24 Brett Swarts' Journey and Expertise
03:59 Understanding Deferred Sales Trusts (DSTs)
04:16 The Financial Crisis and the Birth of DSTs
06:35 How DSTs Can Save Your Investments
09:18 The Mechanics of Deferred Sales Trusts
13:23 Comparing DSTs and 1031 Exchanges
16:34 Bitcoin and Real Estate Investments
17:06 Understanding the Trust Structure
18:24 Deferred Sales Trust vs. 1031 Exchange
19:03 Control and Compliance in Deferred Sales Trust
21:22 Investment Flexibility and Tax Deferral
25:04 Case Studies and Real-Life Examples
28:56 Eligibility and Fees for Deferred Sales Trust
30:07 Planning for Business Sales and 1031 Exchanges
31:37 Getting Started with Capital Gains Tax Solutions
