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All Forum Posts by: Brett P Swarts

Brett P Swarts has started 214 posts and replied 252 times.

Post: Dentist Selling Practice

Brett P Swarts
Posted
  • Specialist
  • SAINT AUGUSTINE
  • Posts 261
  • Votes 26



I get asked all the time if the deferred sales trust can be used for the sale of a professional practice such as a Dental or Orthodontist Practice. if you are looking to sell or merge with another dental practice the deferred sales trust is for you. In today’s video, I am going to give you an overview of the deferred sales trust for the sale of a Dental practice.

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 the 1920s 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

CLICK HERE: https://capitalgainstaxsolutions.com/

Post: Veterinarian Selling Practice

Brett P Swarts
Posted
  • Specialist
  • SAINT AUGUSTINE
  • Posts 261
  • Votes 26



I get asked all the time if the deferred sales trust can be used for the sale of a professional practice such as a Veterinarian Practice. if you are looking to sell or merge with another Veterinarian practice the deferred sales trust is for you. In today’s video, I am going to give you an overview of the deferred sales trust for the sale of a Veterinarian practice.

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

CLICK HERE: https://capitalgainstaxsolutions.com/

Post: Estate Tax for non U.S. Citizens

Brett P Swarts
Posted
  • Specialist
  • SAINT AUGUSTINE
  • Posts 261
  • Votes 26



Most Ultra High net worth non-U.S. citizens who have a total net worth of $60,000 struggle with moving equity out of their taxable estate. They are faced with 40% of the amount left inside their taxable estate being taxed when the estate passes.

We have a solution for that! 😀

Capital Gains Tax Solutions and its expert professional partners of attorneys, accountants, and financial management experts have over 60 years of combined experience successfully deferring millions of dollars over thousands of businesses, real estate, and primary homes nationwide. Let us handle the detailed job of deferring your capital gains tax when selling your practice. We will ensure you receive the best representation and maximum tax deferral for the sale your practice so you may move into the next chapter of your life with more wealth and cash flow to live off of.

But wait? Doesn't the stepped-up basis cover this and I can just not sell and just use the 1031 to keep my tax-deferred? No the 1031 exchange does not solve this. Nor does the stepped-up basis as it only applies to your capital gains tax and has nothing to do with your estate tax.

The intent is to move your equity outside of the taxable estate today.

The solution is the deferred sales trust.😀 It's better than a 1031 in respect to the Estate Tax as it will save your estate 40%.

But maybe you have used FLP to move some funds outside of the estate, however, this often in smaller amounts and is timing consuming.

The deferred sales trust is a solution for that too. We can move all of the equity out in one transaction in one day. 😀

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

CLICK HERE: https://capitalgainstaxsolutions.com/

Post: What are the Fees for a deferred sales trust?

Brett P Swarts
Posted
  • Specialist
  • SAINT AUGUSTINE
  • Posts 261
  • Votes 26

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

CLICK HERE: https://capitalgainstaxsolutions.com/

Post: What are the Fees for a deferred sales trust?

Brett P Swarts
Posted
  • Specialist
  • SAINT AUGUSTINE
  • Posts 261
  • Votes 26

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 the 1920s 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

CLICK HERE: https://capitalgainstaxsolutions.com/

Post: Control with my deferred sales trust

Brett P Swarts
Posted
  • Specialist
  • SAINT AUGUSTINE
  • Posts 261
  • Votes 26


Wondering if you'll get freedom and control with your equity in Deferred Sales Trust? In today’s video, I am going to give you an overview of your control and protections in the Deferred Sales Trust.

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 the 1920s and is known as a "seller carry back" or "owner financing." ) The simple principles of the deferred sales trust is 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

CLICK HERE: https://capitalgainstaxsolutions.com/

Post: Is the DST (Deferred Sales Trust) Safe?

Brett P Swarts
Posted
  • Specialist
  • SAINT AUGUSTINE
  • Posts 261
  • Votes 26



I get asked all the time if the deferred sales trust is SAFE. In today’s video, I am going to answer the most common questions I get asked regarding your safety when it comes to audits, funds, and legalities when choosing a deferred sales trust.

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

CLICK HERE: https://capitalgainstaxsolutions.com/

Post: Is there a PLR (Private Letter Ruling)?

Brett P Swarts
Posted
  • Specialist
  • SAINT AUGUSTINE
  • Posts 261
  • Votes 26



I get asked all the time if there's a PLR (Private Letter Ruling). In today’s video, I am going to walk you through the PLR for the Deferred Sales Trust structure.

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

CLICK HERE: https://capitalgainstaxsolutions.com/

Post: How and Where are the Funds Invested for a Deferred Sales Trust?

Brett P Swarts
Posted
  • Specialist
  • SAINT AUGUSTINE
  • Posts 261
  • Votes 26

I get asked all the time how and where the funds are invested for a deferred sales trust once a high net worth individual sells their business or property. In today’s video, I am going to give you an overview of where the funds are invested once a deferred sales trust closes.

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

CLICK HERE: https://capitalgainstaxsolutions.com/

Post: Primary Home Owner 121 Exclusion

Brett P Swarts
Posted
  • Specialist
  • SAINT AUGUSTINE
  • Posts 261
  • Votes 26


I get asked all the time if someone who is selling their high-end primary home can still cash and take advantage of the 121 exclusion and then the rest be put into the deferred sales trust. In today’s video, I am going to give you an overview to help you gain clarity on 121 exclusion on deferred sales trust.

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

CLICK HERE: https://capitalgainstaxsolutions.com/