#33893
Mentioned in 1 episodes

Building a Capital Gains Tax Exit Plan

The Proven Playbook for Unlocking Your Ideal Wealth Plan When Selling Assets of Any Kind
Book • 2023
This book, written by Brett P. Swarts, provides a comprehensive playbook for individuals looking to defer capital gains tax.

It offers strategies and practical advice on transforming exit planning to unlock ideal wealth plans, particularly when selling various types of assets.

The book is aimed at helping readers save more money on taxes and use those savings to expand their financial opportunities.

Mentioned by

Mentioned in 1 episodes

Mentioned by
undefined
John Lee Dumas
in the podcast introduction as an Amazon #1 Bestseller.
13 snips
Innovative Methods for Maximizing Investment Returns While Minimizing Tax Liabilities with Brett Swarts
Mentioned by
undefined
Brett Swarts
as his book on building a capital gains tax exit plan.
245: The Capital Gains Tax Strategy You’ve Never Heard Of (But Should Be Using) with Brett Swarts
Mentioned by
undefined
Jason Yarusi
as the author of the book, highlighting its relevance to capital gains tax strategies.
Unlocking Capital Instead of Raising It with Brett Swarts

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app