SV44: Introduction to Deferred Sales Trusts w/ Brett Swarts

Episode 44 May 24, 2021 00:39:32
SV44: Introduction to Deferred Sales Trusts w/ Brett Swarts
Skyline Views
SV44: Introduction to Deferred Sales Trusts w/ Brett Swarts

Show Notes

What are you going to do if you can no longer do a 1031 Exchange? What are your options? These are questions that are being asked in real estate investing circles all over the country right now. A favorite but lesser-known option for deferring capital gains taxes is the Deferred Sales Trust™. If you are ultra high net worth, or are intending to sell a business, commercial real estate, or anything with a large capital gains liability, you need to know about the Deferred Sales Trust™, and you need to listen to this conversation I had with Brett Swarts, Founder and CEO of Capital Gains Tax Solutions.


Brett created Capital Gains Tax Solutions to equip high net worth individuals and their trusted advisors with the Deferred Sales Trust™ tool to help them solve capital gains tax deferral limitations. The first step to a great exit and wealth plan is to sell your highly appreciated assets when the time is right for you. The second step is to defer your capital gains tax, pay off your debt and remove funds from your taxable estate. The last step is to have the funds invested in a diversified portfolio of liquid investments and real estate. The foundation to these 3 steps is timing.


Enjoy the episode!


Key Points:

Brett shares his start in real estate as a broker and how he came across Deferred Sales Trusts (1:01)

The “Perfect Storm” forming against real estate investors and baby boomers (4:56)

The “Blockbuster” way of doing things versus the “Netflix” way of doing things (8:19)

The 3 Secrets of an Optimal Timing Transformational Exit or Wealth Plan (11:57)

Step by step through an example deal (14:15)

How does the relationship with the funds work once they’re in the trust? (19:14)

Brett explains how deferred sales trusts fit into the estate planning process (24:21)

Critical information for high-net-worth families (26:49)

Options for your interest payments and income tax deferral (29:13)



Capital Gains Tax Solutions –


CGTS YouTube –


Expert Tax Secrets –


Is your real estate portfolio running like a well-oiled machine? Do you know how you stack up? Find helpful resources here –


Learn more about The Haney Company here –


Know any new parents? Order them a copy of Legacy 101 here –


Subscribe on Spotify, Apple, Google, Stitcher, iHeart.  


Episode Transcript

No transcript available...

Other Episodes

Episode 1

April 21, 2020 00:22:20

SV1: Liquidity Solutions w/ Brian Haney

Welcome to Skyline Views! I wanted to do something a bit more special, this being the first episode and all. In this initial episode, I have the pleasure of introducing you to my colleague, mentor, and long-time friend Brian Haney. Brian and I discuss strategies around how real estate investors can and should keep cash on hand to balance out their relatively illiquid real estate holdings. Also, Brian catches us up on the story behind his recent Irish citizenship. ...


Episode 2

April 23, 2020 00:13:26

SV2: Nashville and Multifamily w/ Walker Oglesby

Walker Oglesby joined Marcus & Millichap shortly after graduating Ole Miss. He specializes in multifamily, focusing on Nashville, Chattanooga, and Huntsville markets. We discuss the Nashville market in this episode, as well as how investors and property managers are responding to the COVID-19 situation. ...


Episode 3

April 23, 2020 00:23:14

SV3: Syndication and Accredited Investors w/ Kim Lisa Taylor

My clients rely on me for what I know, so my knowledge base has to be ever-increasing. I love learning, so running the marathon of knowledge is a joy. You ever meet someone that you learn something from in every conversation? I am always on the lookout for those people. Enter Kim Lisa Taylor. Kim is the founder of Syndication Attorneys, PLLC. Among other things, Kim helps small business owners and developers structure their investment opportunities to attract private investors, and advises her clients on securities laws. Kim and I discuss the basics of real estate syndication, the two most popular types of Reg D offerings, and how the definition of an accredited investor may be changing. ...