
E X I T
YOUR ASSETS
& INVEST TO STOIC FUNDS
Live
WEBINAR
wednesday, February 21, 2024 from 11:30 AM to 1 PM CST


Guest Speaker
Brett Swarts
CEO & Founder, Capital Gains Tax Solutions & Expert Tax Secrets
Brett Swarts is considered one of the most well-rounded Capital Gains Tax Deferral Experts and informative speakers in the U.S. He is the Founder of Capital Gains Tax Solutions, is an exclusive Deferred Sales Trust Trustee, host of the Capital Gains Tax Solutions podcast and an eXp Commercial Multifamily Broker in Sacramento,CA and Saint Augustine, FL.
His Millionaire Clients are challenged to create and develop a tax-deferred transformational exit wealth plan using The Deferred Sales Trust so they can create and preserve more wealth. Each year, he equips hundreds of Millionaires to break out of capital gains tax jail. He also equips CRE Syndicators & other business professionals with the DST tool to help their high net worth clients break out too.
His experience includes numerous Deferred Sales Trusts, Delaware Statutory Trusts, 1031 exchanges and $500,000,000 in closed commercial real estate brokerage and Deferred Sales Trust transactions. He’s an active commercial real estate broker and investor with brokerage experience and ownership in multifamily, senior housing, retail, medical office, and mixed-use properties. He is a licensed California Real Estate Broker who has held series 22 and 63 licenses.
Mr. Swarts is passionate about educating high net worth individuals in capital gains tax deferral with a Deferred Sales Trust, how to save a 1031 exchange, divest from a business, cryptocurrency, highly appreciated stock, primary residence or investment real estate to gain freedom from feeling hostage to capital gains tax or a 1031 exchange, then invest back into a new business venture or investment real estate at any time [all capital gains tax deferred] which he calls optimal timing.