Episode 412: Syndication Funds and Deferred Sales Trust Insights with Brett Swarts

Not Your Average Financial Podcast™

In this episode, we ask:

• Is a deferred sales trust (a DST) a magical tool?
• What about deferring capital gains tax?
• Who is Brett Swarts?
• Would you like to listen to Episode 181?
• What about Taxifornia?
• How does a 1031 exchange trap you into selling high and buying higher?
• How is the 1031 exchange like a 401(k) tax deferral?
• What is the account for?
• How about a case study?
• What about hitting a home run?
• What about getting time back?
• What about cash flow increase?
• What about clearing time, energy and brain space?
• What about diversifying out of highly concentrated assets?
• How is truly passive income linked to your freedom?
• How is compound interest linked to your money?
• What about the wealth of relationships?
• What about the wealth of the spiritual?
• What about peace of mind?
• What is an R.O.E. calculation?
• How much will the government take out?
• What is my truly passive income number?
• What about lending?
• Who wants to guess about their income or retirement income numbers?
• What about the contract as the basis for wealth creation?
• What are the risks?
• What are the takeaways?
• What about a return on equity or R.O.E. calculation?

The topics presented in this podcast are general information only and not for the purposes of providing legal, accounting or investment advice. On such matters, please consult a professional who knows your specific situation.

Brett Swarts is a best-selling author of “Building a Capital Gains Tax Exit Plan”. He is host of the Build it to Billions & Capital Gains Tax Solutions Podcasts. His insights have been featured at the Best Ever Real Estate Conference, DLP Capital Conference, American Entrepreneur with Kevin Harrington from Shark Tank, and also seen on Fox Business Network. As a real estate broker, his expertise is one of the few in the world who has closed Deferred Sales Trust, Delaware Statutory Trust, and 1031 Exchanges. He is the Founder of Capital Gains Tax Solutions where he teaches purpose-driven entrepreneurs and investors to build their capital gains tax exit plan to multiply their freedom, wealth, and impact. He has closed over ½ Billion in DST and Real Estate Transactions and he was the first to help Bitcoin owners exit millions of gains and defer their capital gains tax using a DST. brettswarts.com