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Latest / The Lifestyle Investor - Investing, Passive Income, Wealth

245: The Capital Gains Tax Strategy You’ve Never Heard Of (But Should Be Using) with Brett Swarts

What if you could cash out of any asset—without paying capital gains tax—and use the full value to create lasting financial freedom?

That’s exactly what Brett Swarts helps high-net-worth entrepreneurs and investors do every day—using the Deferred Sales Trust (which is what today’s episode is all about).

Brett is the Founder and CEO of Capital Gains Tax Solutions, a firm that’s closed over $500 million in Deferred Sales Trust and commercial real estate transactions. As a DST Trustee and expert in capital gains tax deferral, Brett equips clients and advisors with proven strategies to defer…

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