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#93: Capital Gains Tax Planning, with Brett Swarts
Manage episode 421905110 series 2641900
Brett Swarts from Capital Gains Tax Solutions discussed the concept of a deferred sales trust and its benefits for high net worth individuals to defer capital gains taxes on various assets. He shared his entrepreneurial journey and how he discovered this strategy, which has allowed him to teach others about it. The discussion also covered the flexibility of deferred trusts for investment purposes, the potential to invest in various assets, and the possibility of business owners using it to minimize tax liability.
Connect with Brett: https://capitalgainstaxsolutions.com/
Are you Ready to work with Dan to accelerate your note-investing journey?
SMALL GROUP LIVE COACHING: https://www.fusionnotes.com/livetraining
PREMIUM CONTENT: Get a roadmap that shows you a step-by-step path for being a note investor, https://fusionnotes.ac-page.com/gameplan
NOTE INVESTING ONLINE COURSES: https://www.fusionnotes.com/courses/
DAN'S LINKS FOR PODCAST LISTENERS: https:www.fusionnotes.com/listeners
Get the FREE EBOOK on How to Make Outsized Profits in Notes in 2024: https://fusionnotes.ac-page.com/newsletter-signup-page-podcast
WEBSITE: https://fusionnotes.com
101 Episoden
Manage episode 421905110 series 2641900
Brett Swarts from Capital Gains Tax Solutions discussed the concept of a deferred sales trust and its benefits for high net worth individuals to defer capital gains taxes on various assets. He shared his entrepreneurial journey and how he discovered this strategy, which has allowed him to teach others about it. The discussion also covered the flexibility of deferred trusts for investment purposes, the potential to invest in various assets, and the possibility of business owners using it to minimize tax liability.
Connect with Brett: https://capitalgainstaxsolutions.com/
Are you Ready to work with Dan to accelerate your note-investing journey?
SMALL GROUP LIVE COACHING: https://www.fusionnotes.com/livetraining
PREMIUM CONTENT: Get a roadmap that shows you a step-by-step path for being a note investor, https://fusionnotes.ac-page.com/gameplan
NOTE INVESTING ONLINE COURSES: https://www.fusionnotes.com/courses/
DAN'S LINKS FOR PODCAST LISTENERS: https:www.fusionnotes.com/listeners
Get the FREE EBOOK on How to Make Outsized Profits in Notes in 2024: https://fusionnotes.ac-page.com/newsletter-signup-page-podcast
WEBSITE: https://fusionnotes.com
101 Episoden
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