01 Mar Escaping the 1031 Trap, with Brett Swarts
Brett Swarts is a Deferred Sales Trust™ Trustee, DST expert, capital gains tax deferral expert, investment real estate expert, multifamily 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 unlock transformational wealth building options so they can create & preserve more wealth. He created ‘Capital Gains Tax Solutions‘ to equip high net worth individuals and their trusted advisors with the Deferred Sales Trust™ tool to help them solve capital gains tax deferral limitations.
What you will learn in this episode:
- What it means to be trapped by a 1031, and how to avoid it
- Who qualifies for a capital gains tax deferred sales trust
- What a Delayed Sales Trust is and how it works with taxes
- When you can take money out of your DST
- Why you should have a backup plan if you choose to do a 1031
- Website: https://capitalgainstaxsolutions.com/
- LinkedIn Personal: https://www.linkedin.com/in/brett-swarts/
- LinkedIn Business: https://www.linkedin.com/company/capitalgainstaxsolutions/
Everyone is always asking us, “How is it possible to buy real estate without using my own cash or credit?” With decades of combined experience in real estate, we’ve perfected the process of investing creatively. We want to share as much as we can with you, which is exactly why we're running this FREE workshop! If you're thinking about leaving your job, escaping the W-2 lifestyle, and starting on the path towards creating generational wealth — this is for you! To register, just visit: smartrealestatecoach.com/pcws.
Schedule a free strategy session with us. This is an opportunity for you to have an honest conversation with our team about your background, investment goals, and create some action steps toward creating the life of your dreams. Together we'll discover where you are, where you want to be, and what's in the way. Just visit: smartrealestatecoach.com/action.
Our free Master’s Class is the ONLY webinar where you're given the exact techniques we use in our family company to buy and sell homes every month — all across North America and ALL on TERMS! Register by visiting: smartrealestatecoach.com/mastersclass
The Wicked Smart Investor's Toolkit is a great way to dip your toe in the water of buying properties on terms. Here you'll receive seller scripts, our investor blueprint, be able to listen to live calls, and much more! Enroll for free at smartrealestatecoach.com/tools
The Quantum Leap System has everything you’ll need to start buying and selling on terms (without banks and without your own money or credit), launch & scale a business that fits your goals, and strengthen your mindset so you can follow the proven path to becoming a successful real estate investor. You can learn more by visiting: smartrealestatecoach.com/qls.
For additional information on lead generation, funding, mindset coaching, legal assistance, virtual staffing, and business growth, visit the Investor Resources section of our website at: smartrealestatecoach.com/resources.
Lastly, don’t forget to grab a discounted ticket to our next event!