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Brett Swarts: Tax Mitigation Masterclass
Manage episode 408705426 series 3488628
Το περιεχόμενο παρέχεται από το Dan Haberkost & Mason McDonald, Dan Haberkost, and Mason McDonald. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον Dan Haberkost & Mason McDonald, Dan Haberkost, and Mason McDonald ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.
In this episode, Brett Swarts, Founder of Capital Gains Tax Solutions delves into deferral solutions, shedding light on real estate investing, tax planning, and business growth.
Brett breaks down the mechanics of deferred sales trusts, highlighting their benefits such as tax-efficient exits and multiple exit strategies. He underscores the flexibility of these trusts for entrepreneurs and passive investors alike, emphasizing the transformational impact on clients beyond just transactional gains.
Don't miss out on this episode as Brett Swarts delves into the world of tax planning, offering a unique perspective shaped by his experiences assisting clients through the highs and lows of the market!
Key Topics:
- Understanding Tax Planning
- Navigating Real Estate Market Challenges
- Benefits of Deferred Sales Trusts
- Tax-Efficient Exits
- Multiple Exit Strategies
- Flexibility for Entrepreneurs and Investors
- Transformational Impact on Clients
- Strategies for Real Estate Investors
- Tax Planning for Wealthy Individuals
- Avoiding Common Pitfalls
Connect With Brett Swarts
Website: www.capitalgainstaxsolutions.com/
LinkedIn: https://www.linkedin.com/in/brett-swarts/
Connect With Us:
https://linktr.ee/thebigpictureblueprint
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