All Forum Posts by: Brett P Swarts

Seth:

What is a deferred sales trust? Because I'm sure a lot of our listeners haven't heard of that before.

Brett:

A deferred sales trust is a manufactured installment sale to specialize in an installment sale, your listeners may know it as a seller carry back.

Seth:

Okay, and what does that in layman's terms?

Brett:

So, Seth, if I'm going to buy a deal from you for $10 million, imagine that a zero basis and your 4 million in tax if you don't do some kind of tax deferral, I may come to you, Seth, say I'm gonna give you a $3 million downpayment, would you carry a note for seven? And you say yes, and that's the scenario, Seth, you've received 3 million an actual receipt, therefore, you owe tax on that three. But that other seven is what's called a deferral, it's a seller carry-back, you became the bank and you carried paper. Therefore, until and if I pay you back that seven, you're in a tax deferral state, the taxes, the capital gains tax is not triggered.

Seth:

And then obviously, instead of paying it all at once, let's say you were paying me a million a year for seven years, I would pay that tax only on that portion every year over time.

Brett:

You got it. And so you're gonna pay it in a pro-rate pro-rata amount, which is generally why someone might do a seller carry-back so their incomes not through the roof on any one particular year.

Seth:

Okay, and how did you how did this come about for you? How did you discover this? How did you start this business?

Brett:

2008, something happened, Seth, your listeners might know about it. But let me back up two years before that, I started Marcus and Millichap helping people buy and sell commercial real estate in Sacramento, California, mainly multifamily. And I saw the blood in the streets when everything hit the fan and people lost a lot. And some lost at all with with with their finances. Part of the challenge was what's called the 1031 exchange. And for your listeners, that's just a strategy where you can trade a piece of real estate for lifetime real estate, to defer capital gains tax. But people were selling these record numbers in oh five and oh six, and they were really excited. They were glad to get those numbers. But then they had to turn around and buy and overpay for properties and take on debt. And that debt became a place where they got hurt. So after the aftermath, and everything hit in 2009, I learned about an alternative called a deferred sales trust. And I said, What is this? Why haven't I heard about it? This seems like it's too good to be true. How do we know it's illegal. And I started to study the structure. And my manager at the time brought in a gentleman who spoke on the structure who's now my business partner. And essentially, I started to learn about it and started to study and I have my series 22, my series 63. But here's the key, I was looking for ways to help my clients solve problems, problems beyond the 1031s problems of feeling trapped by capital gains tax, okay. According to the American Bankers Association, there are $17 trillion sets that will pass from one generation to the next and the next 20 years. And this is known as the largest wealth transfer in the history of the planet. And in 2008, a lot of those baby boomers lost a lot. And so fast forward, we're there 10 years older, and they're looking for solutions to retire from the toilets, trash, and liability, without getting completely wiped out with 30 to 50% of their game. So this fits such a need for people who want to be more passive, who want to pay off debt, who want liquidity. I couldn't help but launch this company to educate as many people as I can. Awesome.

Learn more about Deferred Sales Trust

Visit: www.capitalgainstaxsolutions.com

Thanks @Brian Burke! 

California & Nevada’s Capital Gains Tax Solutions brings on acclaimed Praxis Capital, Inc. to form a first-rate alliance for exclusive Capital Gains Tax Solutions Deferred Sales Trust clients. Praxis Capital’s executive team combines more than 100 years and $5 billion of experience in the multifamily sector; including ownership and/or management of more than 100,000 apartment units. The Deferred Sales Trust unlocks capital that otherwise would be taxed before being invested with Praxis Capital.

Capital Gains Tax Solutions (“CGTS”) has announced it will be welcoming a specially selected team of Praxis Capital’s multifamily syndication investment professionals to its growing network.

Headquartered in Folsom, California, CGTS is an exclusive trustee for the Deferred Sales Trust in partnership with the Estate Planning Team (EPT). The Estate Planning membership organization is comprised of legal and financial service professionals dedicated to preserving their client’s wealth and protecting their estates. Central to the company’s strategy is wealth transfer, capital gains tax deferral, and asset protection.

Part of the vision for CGTS and EPT is to bring together a dream team of investment real estate, securities, and tax deferral specialists to help unlock a transformational exit plan for trusted advisors of high net worth individuals and their clients.

Brett Swarts, CEO and Founder of Capital Gains Tax Solutions, commented, “The formation of combining the extraordinary track record of Brian Burke, Bob Dreher and the rest of Praxis Capital’s professionals will provide CGTS strategic alliances and their respective client’s with access to world-class passive multifamily Deferred Sales Trust investment options.

See Brett Interview Brian Here Now:

Brian Burke is President & CEO of Praxis Capital, Inc., a vertically integrated real estate private equity investment firm, which he founded in 2001. Brian is also a member of the Praxis Investment Committee. Praxis operates on multiple platforms, currently managing active syndications for the acquisition of multifamily and opportunistic residential assets in US growth markets. Brian has arranged well over $500 million in debt and equity for Praxis acquisitions. Praxis’ current portfolio exceeds $200 million of real estate assets under management. Brian is the author of The Hands-Off Investor: An Insider’s Guide to Investing in Passive Real Estate Syndications, and a frequent public speaker at real estate conferences and events nationwide.

Mr. Burke, who has aligned with Capital Gains Tax Solutions stated, “You made me a believer when we got the wire from our mutual client who made this work. It was a real eye-opener to see that there are ways that people can use the regulatory framework, if properly structured, to invest 1031 exchange dollars into things that you would not think were like-kind to those from which they exited. So it was very impressive indeed. I gotta say, You are the first one I’ve seen pull this off and I’m pretty hesitant to believe in a lot of these kinds of things. So it’s a major feat for me to say, Wow, this actually really worked and it was really cool.”

CGTS is particularly excited to expand the Deferred Sales Trust™ ("DST") offering to a wider investment real estate and entrepreneur audience, many of whom are not as comfortable investing in the stock market. Now with the added insight and real estate investment opportunities of the Praxis Capital Team and over $5,000,000,000 worth of real estate experience, CGTS feels this will further enhance the value it brings to its clients.

Since CGTS’s mission is to help Business Professionals Deliver A Transformational Exit Plan For Their Perfect Clients Using A Deferred Sales Trust, the alignment with Praxis Capital was clear to Brett Swarts when Mr. Burke stated, "We’re a private equity firm that’s committed to helping our clients build wealth through quality investments in real estate. Over the past two decades, we’ve earned an enviable reputation for delivering on that commitment. Adding real estate to a stock or bond portfolio – especially if afforded the opportunity to diversify across markets – provides much-needed diversification to almost every investor.”

Mr. Swarts went on to state, “One of the core foundations of a transformational exit plan is diversification. Having Brian Burke and his team at Praxis Capital further enhances the value proposition of the Deferred Sales Trust.”

Deferred Sales Trusts, not to be confused with a Delaware Statutory Trust, are not a recent invention. In fact, they are over 25+ years old (the IRS Section tax code known as IRC 453 predates from 1920's and is known as a, "seller carry back" or "owner financing." ) The simple principles of the DST are from this original IRC 453 tax code and are the foundation that is still used today and the structure has a 100% successful track record with 15 no change IRS audits.

ABOUT CAPITAL GAINS TAX SOLUTIONS:

Capital Gains Tax Solutions is an exclusive trustee for the Deferred Sales Trust. They are experts and focused on helping make simple all things DST and how it compares to other capital gains tax deferral options.

They will help you outline the options of selling or not selling and the tax consequences for each deferral strategy, including opportunity zones, 1031 exchanges, Deferred Sales Trust, Delaware Statutory Trusts, & Charitable Remainder Trusts. Their goal is to teach you everything you need to know to design a tax-deferred optimal timing exit plan using a Deferred Sales Trust & then provide Deferred Sales Trust trustee services to help you achieve proven results. Click Here To Watch Free YouTube Deferred Sales Trust Made Simple Video Series

About Brett Swarts:

Brett Swarts is considered one of the most well-rounded Capital Gains Tax Deferral Experts and informative speakers on the west coast. His audiences are challenged to lean into multiple capital gains tax deferral strategies, create and develop a tax-deferred passive cash flow optimal timing wealth plan of their own, and execute on this plan so they can create and preserve more wealth.

Brett is the Founder of Capital Gains Tax Solutions and host of the Capital Gains Tax Solutions podcast. Each year, he equips hundreds of business professionals with the Deferred Sales Trust tool to help their high net worth clients solve capital gains tax deferral limitations.

Mr. Swarts is passionate about educating people in Capital Gains Tax Deferral with a Deferred Sales Trust, how to divest from a business or real estate, and gain freedom from feeling hostage to a 1031 exchange, then invest back in to a new business venture or investment real estate at any time [all capital gains tax deferred] which he calls optimal timing. His experience includes numerous Deferred Sales Trusts, Delaware Statutory Trusts, 1031 exchanges and $92,000,000 in closed commercial real estate brokerage transactions. He’s an active commercial real estate broker and commercial real estate investor with brokerage and ownership experience in multifamily, senior housing, retail, medical office, land, and mixed-use properties. He is a licensed California Real Estate Broker and has held Series 22 and 63 licenses.

Brett was formerly an associate at one of the largest Commercial Real Estate Brokerage firm in the country (Marcus & Millichap), is an eXp Commercial Multifamily Broker now, and has years of experience and hands-on training from some of the best in the business. He lives in Roseville California, with his wife, Melanie and their 5 children.

GET YOUR DEFERRED SALES TRUST FREE GUIDE AND STRATEGIC CONSULTATION CALL FOR YOUR LIVE DEAL HERE:

Visit Capital Gains Tax Solutions Website

Enter in your details in our free Deferred Sales Trust Calculator here: DST Calculator

ATTN: Business Professionals. Realtor, CRE Broker, CRE Syndicator, Business Brokers, Financial Advisors. Get your copy of our FREE EBOOK "How To Sell Your Business And Real Estate Smarter In 9 Steps"

Watch the video here to hear Brett Swarts interview Charles Dobbins on the TOP 3 WEALTH SECRETS IN MULTIFAMILY INVESTING

Capital Gains Tax Solutions is an exclusive trustee for the deferred sales trust. We are experts and focused on helping make simple all things DST and how it compares to other capital gains tax deferral options.

We will help you outline the options of selling or not selling and the tax consequences for each deferral strategy, including opportunity zones, 1031 exchanges, Deferred Sales Trust, Delaware Statutory Trusts, & Charitable Remainder Trusts.... Then we will teach you everything you need to know to design a tax-deferred optimal timing exit plan & provide trustee services to help you achieve proven results.

Ready to get the trust of your deferred sales started? Work with Brett Swarts Founder of Capital Gains Tax Solutions who is an exclusive trustee for the deferred sales trust. Get started here now: https://capitalgainstaxsolutio...

GET YOUR DEFERRED SALES TRUST FREE GUIDE AND STRATEGIC CONSULTATION CALL FOR YOUR LIVE DEAL HERE: https://capitalgainstaxsolutio...

ATTN: Business Professionals...Realtor, CRE Broker, CRE Syndicator, Business Brokers, Financial Advisors...

click this link now:

https://www.experttaxsecrets.c... and check out our coaching program!

"The Capital Gains Tax Deferral Secret That Will Change Your Wealth... And Change Your Life!"

Subscribe:

https://tinyurl.com/wjoljrx

Deferred Sales Trusts are not a recent invention. In fact, they are over 24+ years old (the IRS Section tax code known as IRC 453 predates from 1920's and is known as a, "seller carry back" or "owner financing." ) The simple principles of the deferred sales trust are from this original IRC 453 tax code and are the foundation we still use today. In fact, with the 14 successful IRS audits conducted and completed for the thousands of deferred sales trusts closed it’s important to understand where we come from, so you can feel secure for where you will stand if you move forward. I guarantee this video lesson will help you gaining clarity for your tax deferral strategy.

CHECK OUT THESE RELATED VIDEOS:

7 questions you should always ask of every tax deferral structure:

Learn how the deferred sales trust can help you escape the pressure of a 1031 exchange!

#DeferredSalesTrust #CapitalGainsTaxSolutions #1031Option #1031exchange #cresyndication #multifamilyinvesting #realestateinvestor #RealEstateInvesting #CapitalGains #CapitalGainsTax #CommercialRealEstate #BusinessBrokers #FinancialAdvisers #SellingLuxuryHomes #BrettSwarts #experttaxsecrets

This message is for educational purposes and is solely intended to provide an overview on 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.

Something BIG is Coming!

I'm launching a 2nd podcast called Expert CRE Secrets Podcast on December 7th!

Since launching my 1st podcast Capital Gains Tax Solutions in May the show had tremendous success. We are humbled by the 9523 downloads from 33 different countries around the world, over 130 5 star reviews.

We also landed with amazing servant leader guests such as Kevin Harrington, Jermaine Massey, Kevin Bupp, Chris Naugle, & Hunter Thompson and so much more.

We were also able to rank as high as Top 13 for Apple Podcast business and Investing and ranked Top 53 in US for investing podcast #TrueStory

Why Expert CRE Secrets Podcast?!

The funny thing is when I talked with experts in CRE and business for nearly 100 interviews for my 1st podcast I picked up on clues.

Did you know Success leaves clues? I want to share the biggest clue I found with you!

Expert CRE Secrets Podcast will focus on what I believe is the BIGGEST Success Opportunity in CRE Brokerage and Luxury Realtor History!

I'm BEYOND excited to share the guest I have lined up and this LIFE Changing Opportunity and for those not in the real estate brokerage world more ways to build passive or active wealth in cash flowing producing real estate!

You can go to this link:  JOIN ME ON MY LAUNCH DATE

Deferred Sales Trusts are not a recent invention. In fact, they are over 24+ years old (the IRS Section tax code known as IRC 453 predates from 1920's and is known as a, "seller carry back" or "owner financing." ) The simple principles of the deferred sales trust are from this original IRC 453 tax code and are the foundation we still use today. In fact, with the 14 successful IRS audits conducted and completed for the thousands of deferred sales trusts closed it’s important to understand where we come from, so you can feel secure about where you will stand if you move forward.


Here are the 8 Simple Steps of Deferred Sales Trust:

1. Planning & Preparing to sell your real estate, business, or other highly appreciated assets.

2. Provide the Deal Specifics to give a detailed overview of the key figures for your asset sale.

3. Conference call with all parties to discuss the Deferred Sales Trust.

4. Connecting the Deal with your Deferred Sales Trust.

5. Connect with Financial Advisor Envision & Create Your Wealth Plan.

6. Prepare to close [High level of communication between all parties]

7. Documentation and Opening of Accounts

8. Trust Closing

CHECK OUT THESE RELATED VIDEOS:

7 questions you should always ask of every tax deferral structure:

Got A Live Deal? Get My Free Consultation: https://bit.ly/33kipjr

Want To Add More Value To Your business?

Learn More About Our Strategic Partner Program Here: https://bit.ly/3f5p8l6

The Deferred Sales Trust with Brett Swarts

Brett Swarts  is considered one of the most well-rounded Capital Gains Tax Deferral Experts and informative speakers on the west coast. Brett is the Founder of Capital Gains Tax Solutions and host of the capital gains tax solutions podcast. Each year, he equips hundreds of business professionals with the Deferred Sales Trust tool to help their high net worth clients solve capital gains tax deferral limitations.

Today we are talking about an ideal alternative to the 1031 exchange, the deferred sales trust. A lot of you probably don’t know what it is, but the deferred sales trust is the next big thing. It’s going to help people defer their capital gains taxes and optimize their tax strategy when selling any asset and reinvesting it in anything they want.

[00:01 – 06:32] Opening Segment

• I talk briefly about great values that await you in this episode
• I introduce and welcome our guest, Brett Swarts
• Brett gives a little bit of background about himself
  • The transitions in his career
  • How he discovered deferred sales trust

[06:33 – 18:53] The Deferred Sales Trust

• The 3 Secrets
  • Selling and deferring hundreds of thousands to millions of dollars in capital gains tax
  • How to legally break free from capital gains tax
  • Find freedom to buy and sell your business or property without having to worry about your 1031 exchange.
• Advantages of the deferred sales trust over the 1031 exchange
• Brett shares stories where they had to help save people from a failed 1031 exchange
• How money works in a deferred sales trust

[18:54 – 31:37] The Uniqueness of The Deferred Sales Trust

• Brett talks about what makes deferred sales trust unique
  • Diversification of investments
  • Empowering investors to buy when they want to buy
• The pros and cons
• Getting interested about the deferred sales trust? Listen to Brett’s tips on how you can get started.

[31:37 – 37:29] Closing Segment

• Quick break for our sponsors
• What is the best investment you’ve ever made other than in your education?
  • A 2010 half-built retail center in Arizona.

• What is the worst investment you ever made?
  • Jumping on the bitcoin hype train.
• What is the most important lesson that you’ve learned in business and investing?
  • Learn to work harder on yourself than you do on your job.
• Connect with Brett online. See the links below.

Tweetable Quotes:

“Our vision is to equip every single business professional including commercial real estate operators, brokers, 1031 exchange companies on how this deferred sales trust works so they too can help their clients create and preserve more wealth.” – Brett Swarts

“Learn to work harder on yourself than you do on your job. If you work on your job, you’ll make a living and that’s fine. But if you work harder on yourself, you’ll make a fortune and the idea is to become everything you were created to be.” – Brett Swarts

You can connect with Brett on the Capital Gains Tax website. For business professionals, visit experttaxsecrets.com. Follow them on Facebook, YouTube, and BiggerPockets. Listen to their podcast, Capital Gains Tax Solutions Podcast.

Capital Gains Tax Solutions is an exclusive trustee for the deferred sales trust. We are experts and focused on helping make simple all things DST and how it compares to other capital gains tax deferral options.

I want you to better understand how you can benefit from a deferred sales trust, so you can make more money when you sell and have more freedom with your time.

Subscribe to my YouTube Channel: https://tinyurl.com/wjoljrx

"The Capital Gains Tax Deferral Secret That Will Change Your Wealth... And Change Your Life!"

Deferred Sales Trusts are not a recent invention. In fact, they are over 24+ years old (the IRS Section tax code known as IRC 453 predates from 1920's and is known as a, "seller carry back" or "owner financing." ) The simple principles of the deferred sales trust are from this original IRC 453 tax code and are the foundation we still use today. In fact, with the 14 successful IRS audits conducted and completed for the thousands of deferred sales trusts closed it’s important to understand where we come from, so you can feel secure for where you will stand if you move forward. I guarantee this video lesson will help you gaining clarity for your tax deferral strategy.

Get FREE Access when you enroll in our Academy

Learn more about Deferred Sales Trust Visit our website: www.CapitalGainstaxsolutions.com get free resources, listen to our podcast, and enroll to our academy.

We are here to help you with however you would like your money to flow. We are going to create a plan together with your financial advisors to get you where you want to be.

I want you to better understand how you can benefit from a deferred sales trust, so you can make more money when you sell and have more freedom with your time.

Subscribe to my YouTube Channel: https://tinyurl.com/wjoljrx

"The Capital Gains Tax Deferral Secret That Will Change Your Wealth... And Change Your Life!"

Deferred Sales Trusts are not a recent invention. In fact, they are over 24+ years old (the IRS Section tax code known as IRC 453 predates from 1920's and is known as a, "seller carry back" or "owner financing." ) The simple principles of the deferred sales trust are from this original IRC 453 tax code and are the foundation we still use today. In fact, with the 14 successful IRS audits conducted and completed for the thousands of deferred sales trusts closed it’s important to understand where we come from, so you can feel secure for where you will stand if you move forward. I guarantee this video lesson will help you gaining clarity for your tax deferral strategy.

Get FREE Access when you enroll in our Academy

Learn more about Deferred Sales Trust Visit our website: www.CapitalGainstaxsolutions.com get free resources, listen to our podcast, and enroll to our academy.

I want you to better understand how you can benefit from a deferred sales trust, so you can make more money when you sell and have more freedom with your time.

Subscribe to my YouTube Channel: https://tinyurl.com/wjoljrx

"The Capital Gains Tax Deferral Secret That Will Change Your Wealth... And Change Your Life!"

Deferred Sales Trusts are not a recent invention. In fact, they are over 24+ years old (the IRS Section tax code known as IRC 453 predates from 1920's and is known as a, "seller carry back" or "owner financing." ) The simple principles of the deferred sales trust are from this original IRC 453 tax code and are the foundation we still use today. In fact, with the 14 successful IRS audits conducted and completed for the thousands of deferred sales trusts closed it’s important to understand where we come from, so you can feel secure for where you will stand if you move forward. I guarantee this video lesson will help you gaining clarity for your tax deferral strategy.

Get FREE Access when you enroll in our Academy

Learn more about Deferred Sales Trust Visit our website: www.CapitalGainstaxsolutions.com get free resources, listen to our podcast, and enroll to our academy.