
Deferred Sales Trusts - Featuring Brett Swarts
12/30/19 • 38 min
Brett Swarts is an entrepreneur, CRE investor, podcaster, deferred sales trust educator/trustee, and Nor. CA multifamily broker. His leadership roles include serving as the Founder of Capital Gains Tax Solutions podcast, Founder of Capital Gains Tax Solutions, and Founder of Commercial Realty Apartment Advisors. He leads a team of extraordinary people at his companies. He has served billionaires, Doctors, Dentists, Veterinarians, Attorneys, Tech Entrepreneurs, Architects, CRE Syndicators/Operators, and more, to help them create and preserve their wealth through investment real estate. He leads them through this process by leveraging the optimal timing capital gains tax deferral structure known as The Deferred Sales Trust. Its purpose is to help individuals escape feeling hostage to the 1031 exchange and 30-50% capital gains tax when they sell their highly appreciated assets such as; a business, CRE or a primary home so they can create and preserve more wealth.
In this episode, Jack Bosch talks to Brett about deferred sales trusts to find out exactly how this process works. You'll find out how you can save a gigantic amount on your tax bill by using this legal loophole. It's quite a technical episode, so get your notepads ready!
What's inside:
- Find out how Brett Swarts helps investors save on tax
- Discover what a deferred sales trust is
- Understand how to get maximum profit from your investments
- Learn how to bypass the 1031 exchange entirely
- Subscribe and rate our podcast at: http://www.Jackbosch.com/podcast
- Follow Jack Bosch on Facebook to get the latest updates: http://www.facebook.com/jack.bosch
- Learn to flip land for pennies on the dollar: http://landprofitfun.com/
- Join the Land Profit Generator Facebook Group: https://www.facebook.com/groups/LandProfitGenerator/
- Get in touch with Brett and save on your tax: https://capitalgainstaxsolutions.com/
- Check out Capital Gains Tax Solutions on YouTube: https://www.youtube.com/channel/UCAykQNmIWZ0KARBeVWcQxUA
Brett Swarts is an entrepreneur, CRE investor, podcaster, deferred sales trust educator/trustee, and Nor. CA multifamily broker. His leadership roles include serving as the Founder of Capital Gains Tax Solutions podcast, Founder of Capital Gains Tax Solutions, and Founder of Commercial Realty Apartment Advisors. He leads a team of extraordinary people at his companies. He has served billionaires, Doctors, Dentists, Veterinarians, Attorneys, Tech Entrepreneurs, Architects, CRE Syndicators/Operators, and more, to help them create and preserve their wealth through investment real estate. He leads them through this process by leveraging the optimal timing capital gains tax deferral structure known as The Deferred Sales Trust. Its purpose is to help individuals escape feeling hostage to the 1031 exchange and 30-50% capital gains tax when they sell their highly appreciated assets such as; a business, CRE or a primary home so they can create and preserve more wealth.
In this episode, Jack Bosch talks to Brett about deferred sales trusts to find out exactly how this process works. You'll find out how you can save a gigantic amount on your tax bill by using this legal loophole. It's quite a technical episode, so get your notepads ready!
What's inside:
- Find out how Brett Swarts helps investors save on tax
- Discover what a deferred sales trust is
- Understand how to get maximum profit from your investments
- Learn how to bypass the 1031 exchange entirely
- Subscribe and rate our podcast at: http://www.Jackbosch.com/podcast
- Follow Jack Bosch on Facebook to get the latest updates: http://www.facebook.com/jack.bosch
- Learn to flip land for pennies on the dollar: http://landprofitfun.com/
- Join the Land Profit Generator Facebook Group: https://www.facebook.com/groups/LandProfitGenerator/
- Get in touch with Brett and save on your tax: https://capitalgainstaxsolutions.com/
- Check out Capital Gains Tax Solutions on YouTube: https://www.youtube.com/channel/UCAykQNmIWZ0KARBeVWcQxUA
Previous Episode

Loan Servicing & Escrow Featuring Terry White
Headquartered in Albuquerque, New Mexico, and serving the local and regional communities, Sunwest Trust, Inc. was founded on the principle of offering their clients real-world solutions to all of their self directed IRA and escrow management needs. They began as a small escrow company and grew their business the old-fashioned way; through hard work, honesty and fair business practices. Throughout the course of their many successful years of service, they listened to their clients and learned from them what it is exactly what they want. Today, Sunwest Trust uses this knowledge to serve their clients in both the self directed IRA and escrow service industry the best way they know how and that is to exceed every expectation of what a company should be.
In this episode, Jack Bosch chats to Terry White from Sunwest Trust about loan servicing and how this can be used to make seller financing deals a breeze! If you are a land flipper (or are curious about starting) then this episode will show you how to make your monthly cashflow into an easy to manage process.
What's inside:
- Discover the world of Loan Servicing
- Understand why you should get a loan servicing company for your seller financing deals
- Learn about Sunwest Trust
- Subscribe and rate our podcast at: http://www.Jackbosch.com/podcast
- Follow Jack Bosch on Facebook to get the latest updates: http://www.facebook.com/jack.bosch
- Learn to flip land for pennies on the dollar: http://landprofitfun.com/
- Join the Land Profit Generator Facebook Group: https://www.facebook.com/groups/LandProfitGenerator/
- Check out Sunwest Trust and find out about loan servicing: https://www.sunwesttrust.com/
- Check out Sunwest Trust on Youtube: https://www.youtube.com/channel/UCLU-sBBxywSd2B5DOS0VW6A
Next Episode

Saving Taxes With Self-Directed IRAS - Featuring Dennis Blitz
Dennis Blitz is the president of The IRA Club. His company helps investors save huge amounts of money on their taxes by utilizing the power of self-directed IRAs. In this episode, Jack Bosch chats to Dennis to explain what exactly an IRA is and how land flippers can benefit from using one. One of the biggest issues facing land flippers is that their earnings are liable for income tax - and an IRA allows you to get around this. So, if you are a land flipper who wants to earn even more money, this episode is a perfect starting point when discovering the world of IRAs!
What's inside:
- Find out what a self-directed IRA is
- Understand why you should utilize an IRA
- Discover some tips for how to ensure you take home as much money as possible
- Learn when to not invest your money in an IRA
- Subscribe and rate our podcast at: http://www.Jackbosch.com/podcast
- Follow Jack Bosch on Facebook to get the latest updates: http://www.facebook.com/jack.bosch
- Learn to flip land for pennies on the dollar: http://landprofitfun.com/
- Join the Land Profit Generator Facebook Group: https://www.facebook.com/groups/LandProfitGenerator/
- Find out more about the IRA Club: https://www.iraclub.org - contact Kasia and use the promo code JACK
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