Best Kept Tax Deferral Secrets

1 Credits

Learn About Tax Deferral in Real Estate from Brett Swarts

This knowledge will set you apart in the marketplace, helping you get more high-net-worth clients, better serve your existing clients, and demonstrate real value to your Upstream Partners.

Brett Swarts, author of the book “Building a Capital Gains Tax Exit Plan“, joins Justin Stoddart to talk about:
–Transformational Exit Planning Vs. Transactional Exit Planning
–How to sell Cryptocurrency all tax deferred and invest in commercial real estate
–How to eliminate the need for a 1031 exchange
–What are the benefits of a Deferred Sales Trust (DST) and buying real estate through the DST vs 1031 exchange?
–How to attract high net worth partners by unlocking their highly appreciated assets to invest into a CRE syndication with you.

About Your Host, Justin Stoddart

Justin Stoddart is the CEO of ProInsight™, the author of The Upstream Model Book and host of Think Bigger Real Estate Podcast. In his view, we connect and enable collaboration between the best relationship-based professionals who serve property owners.