Lesson 1: INTRO
Lesson 2: ADVANTAGE
Lesson 3: CGTS DEFERRED SALES TRUST BLUEPRINT
DEFERRED SALES TRUST™ MADE SIMPLE
LESSON 2
Deferred Sales Trust™ Advantage
Understanding Deferred Sales Trust Advantage and your benefits.
BENEFITS DST CLIENTS HAVE EXPRESSED
Works on most Highly Appreciated Assets
Investment Real Estate, Primary Homes, Businesses, Stock, CRYPTOCURRENCY!, and even collectibles/artwork.
No Timing Restrictions
unlike the 1031 exchange (Optimal Timing = Sell High & Buy Low)
1031 Exchange Fail-Safe
1031 Exchange Fail-Safe
Diversification
Funds can be invested back into stocks, mutual funds, investment real estate, and business ventures.
New Depreciation Schedule
Brand new depreciation schedule if going back into real estate.
Track Record
Proven track record of success since 1996 (3,000+ DST Closings/Billions Under Management) and has a perfect track record with the IRS!
DEFERRED SALES TRUST WITH
DAN HANDFORD, BRETT SWARTS, SHEA POPE & STEVEN PESAVENTO
About Brett Swarts
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.
His Millionaire Clients are challenged to create and develop a tax-deferred transformational exit wealth plan using The Deferred Sales Trust™ (“DST”) so they can create and preserve more wealth. Brett is the host of the Capital Gains Tax Solutions podcast. Each year, he equips hundreds of Millionaires break out of capital gains tax jail. He also equips business professionals with the DST tool to help their high net worth clients break out too.
GET TO KNOW YOUR TRUSTEE
WHO IS BRETT SWARTS?
Click the button below to listen to his story, how he learned about Deferred Sales Trust and his mission to help thousands of people gain more clarity on it.
This short course about Deferred Sales Trust is for educational purposes and is solely intended to provide an overview of how the Deferred Sales Trust works and can be implemented. CGTS does not provide legal, tax professional services, or advice. Each transaction and individual circumstances vary widely and participants are strongly urged to seek independent legal, tax, and professional advice.