

The Secret Tax Strategy That Could Save You MILLIONS (Not The 1031 Exchange) w/ Brett Swarts
Oct 24, 2023
Brett Swarts, an expert in tax strategies, discusses the benefits of the deferred sales trust as an alternative to the 1031 exchange for real estate and other assets. He shares his journey from facing financial difficulties to finding this strategy and retiring early. The chapter also covers the speaker's passion for real estate, overcoming challenges, and the importance of a tax flow mindset in wealth planning.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 3min
Passion for Real Estate and Competitive Spirit
02:36 • 2min
Exploring the Deferred Sales Trust as an Alternative to the 1031 Exchange
04:45 • 18min
Overcoming Pain and Failed Deals: The Search for a Better Real Estate Strategy
22:55 • 4min
Exploring Turnaround Time and Complexity in a Tax Strategy
27:07 • 4min