Brett Swarts is the CEO of Capital Gains Tax Solutions. He equips hundreds of business professionals with the Deferred Sales Trust tool to help their high net worth clients solve capital gains tax deferral limitations.
His experience includes: numerous Deferred Sales Trust, Delaware Statute Trust, 1031 exchanges and $85,000,000 in closed commercial real estate brokerage transactions.
Brett is an active commercial real estate broker and investor with experience and holdings in multifamily, senior housing, retail, medical office and mixed-use properties. He is also a licensed California real estate broker and holds series 22 and 63 licenses.
If you want to know the ins and outs of deferred sales trust, today’s episode is for you!