Episode Summary:

Join Brett Swarts, a leading Capital Gains Tax Deferral Expert and founder of Capital Gains Tax Solutions. As an exclusive Deferred Sales Trust Trustee, he guides millionaires in crafting transformative exit wealth plans. With vast experience in Deferred Sales Trusts, Delaware Statutory Trusts, and over $500M in closed commercial real estate transactions, Brett is a trusted advisor.

He shares insights on using Deferred Sales Trusts to break free from capital gains tax constraints, whether divesting from businesses, real estate, or other appreciating assets. Tune in for a deep dive into optimal timing and wealth preservation strategies.

Show Highlights:

✅01:19 – Who is Brett?
✅05:49 – 1031 exchange
✅11:08 – Real estate strategies
✅20:17 – Deferred sales trust
✅29:21 – Tax depreciation
✅37:20 – Final thoughts

🤝 Connect with our Guest:

Email: brett@capitalgainstaxsolutions.com
LinkedIn:   / brett-swarts
Facebook:   / capitalgainstaxsolutions
Instagram: / deferredsalestrust
Twitter:   / 1031option
YouTube: / @capitalgainstaxsolutions
Bigger pockets: https://www.biggerpockets.com/users/B…

Website: www.capitalgainstaxsolutions.com

Book: https://amzn.to/46Ed6Z2

Looking for tax savings and asset protection for your investments?

Anderson Business Advisors is your go-to partner. They specialize in assisting business owners and real estate investors in overcoming legal complexities and challenges that often arise.

Sign up now for a FREE 45-minute consultation and pave the way to financial success! https://andersonadvisors.com/ss/?utm_campaign=Website-Consult-Form&utm_source=matt

❗ SUBSCRIBE TO OUR YOUTUBE CHANNEL NOW ❗

✅ / @icecreamwithinve… ___

Ice Cream with Investors was built on the idea that personal growth directly correlates to financial growth. Whether you want to cultivate wealth or well-being, the first step is reframing your mind. On our weekly podcast, we sit down with successful investors to learn how they strengthen their mindset muscles and make their money go to work for them. We help our listeners gain confidence, nix negative thinking, and drive life-long change through alternative investments. Because in a world that’s more pessimistic than not, it’s up to us to seek out the good. And what’s more feel-good than ice cream?

___

👉 ARE YOU INTERESTED IN INVESTING WITH ME? 💰

👉 Click this link schedule time for us to connect.

https://nextlevelincome.com/next-leve…

🌐 VISIT OUR WEBSITE

✅https://icecreamwithinvestors.com/

🤝 CONNECT WITH US 🏚️

Leave a comment 💬 on this video, and it’ll get a response.

Or you can connect with us on different social platforms too:

I N S T A G R A M

✅ https://www.instagram.com/mattfore1/

L I N K E D I N

✅ https://www.linkedin.com/in/forematt/

⭐ BE OUR GUEST! 🎙️

We are continuously working hard to help our listeners with their journey to real estate investing. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over.

👉APPLY HERE

✅ https://icecreamwithinvestors.com/con...

Matt Fore

Sales Leader, Investor, Ironman Triathlete

Matt Fore is a real estate investor based out of Nashville, Tennessee. In his professional career, he has spent over a decade in sales and sales leadership positions at one of the largest technology companies in the world. After finding real estate, Matt was able to achieve financial independence in 3 short years by the age of 32.

Today, Matt is a partner at Next-Level Income, a $1B+ real estate private equity firm that focuses on Multi-Family, Self-Storage, Mobile Home Parks, Car Washes and various real estate debt. When he's not working, he enjoys reading, training for Ironman triathlons and convincing his brother that he is the favorite twin.

Additional Background

Matt began his investing career when he was told that he wouldn’t be paid a life-changing commission check he had earned while working at one of his former employers. When he asked why they decided not to pay him, his VP asked him “How much have you made this year? Isn’t that enough?” It was at that moment he knew he needed to take his financial future into his own hands. 5 years later, he achieved financial independence.

Key Focus

Once we solve the money problem, we can live a more intentional life with those we love and the passions we care about. It is only after we begin the pursuit of freedom that we can see and achieve our highest potential.