Beyond 1031: Creative Wealth Building Tactics Revealed - EP 02 скачать в хорошем качестве

Beyond 1031: Creative Wealth Building Tactics Revealed - EP 02

🚀 In this episode, host Michael Travis sits down with capital gains tax strategist Brett Swarts to explore powerful alternatives to traditional 1031 exchanges. Brett breaks down how highly appreciated assets—such as luxury primary homes, investment real estate, businesses, stocks, and even Bitcoin—can be sold while deferring capital gains taxes through an installment sale strategy using trusts. They dive into real-world examples, estate planning tradeoffs, passive income goals, and why “sleepy capital” may be holding investors back from true financial freedom. 🎧 Hosted by: Michael Travis 👤 Guest: 🏡 Brett Swarts – Capital Gains Tax Strategist & Founder of Capital Gains Tax Solutions Brett Swarts is the founder of Capital Gains Tax Solutions and host of the Capital Gains Tax Solutions Podcast. A leading expert in Deferred Sales Trusts, he helps high-net-worth individuals defer capital gains taxes on real estate, businesses, and other assets. With years of experience in tax deferral strategies and investment real estate, Brett has been featured on top financial platforms and has educated countless investors, financial advisors, and business owners on wealth preservation and smart tax planning. 💡 What You’ll Learn: ✔️ Why 1031 exchanges don’t work for every investor or asset ✔️ How installment sales with trusts can defer capital gains taxes ✔️ The difference between stepped-up basis and estate tax planning ✔️ How to convert “sleepy capital” into passive monthly income ✔️ Why tax strategy is critical to retirement and legacy planning 🎮 Watch now for expert insights! ⏳ Timestamps (Click to Jump to Sections!): 📌00:00 Intro 📌00:39 Exploring Alternatives to 1031 Exchanges 📌01:41 Client Stories and Real-Life Examples 📌04:09 Understanding Tax Strategies and Trusts 📌06:50 Creating Truly Passive Income 📌14:38 Reaching Out and Final Thoughts 💼 Connect with Brett Swarts: 🌐 Website → https://capitalgainstaxsolutions.com/ 🔗 LinkedIn →   / brett-swarts   📘 Facebook →   / brett.swarts   💼 Connect with Michael (Mike) Travis: 🌐 Website → https://waterfrontagent.net/ 🌐 Website → https://michaeltravis.verani.com/ 📘 Facebook →   / waterfrontagent   📷 Instagram →   / waterfrontagent   🔗 LinkedIn →   / michaeltravisinnh   📌 Don’t Forget to LIKE 👍, SUBSCRIBE 🔔 & COMMENT 💬 Below! ⭐ Produced by Icons of Real Estate – https://iconsofrealestate.com/