Capital Gains Tax Solutions, Brett Swarts

Nathan Judge 

on Google

4 months ago

As a real estate developer and investor, navigating the complexities of 1031 exchanges has always presented a unique set of challenges. Traditional structures often felt restrictive, especially when my primary goal was to capture and redeploy value into new, high-potential projects. Discovering the Capital Gains Tax Solutions marked a pivotal moment in my investment strategy, offering the flexibility and freedom to accelerate my business plan of building more vacation destination beach rentals. Capital Gains Tax Solutions ha... read more

Jeannie Katzer 

on Google

a year ago

Moving from Colorado to Florida and transitioning from decades of hard work into retirement was a monumental shift for us, especially with the sale of our long-held family business and our valuable real estate. Both sales were multi-million dollar transactions that presented us with a daunting challenge: significant capital gains taxes. That's when we discovered Brett Swarts and Capital Gains Tax Solutions. Brett introduced us to the Deferred Sales Trust (DST), a strategy that was nothing short of revolutionary for us. We w... read more

Roto-Rooter Plumbing 

on Google

a year ago

A few months ago, I had the pleasure to work with Brett Swarts during a pivotal phase of my business exit in California. Brett not only showcased unparalleled professionalism and expertise in the Deferred Sales Trust but also went the extra mile to understand my unique situation. His approach, far from being generic, was a passionate pursuit to find a solution tailored to my needs. He really felt like a partner in my journey as he constantly sought ways to unlock greater freedoms and impact through smart capital gains tax s... read more

Mandy Cartrite 

on Google

a year ago

Navigating the complex terrain of real estate sales and capital gains tax was a daunting prospect for us, especially with the current market trends where the utility of 1031 exchanges is becoming increasingly limited due to fluctuating interest rates and seller reluctance to adjust pricing. Initially, we were introduced to Brett Swarts and the concept of Deferred Sales Trust (DST) through a family recommendation, albeit with a healthy dose of skepticism. Our hesitations stemmed from the uncertainties surrounding DST - from ... read more

Tracy Curtis 

on Google

5 years ago

Brett takes a great deal of care and consideration with all of his Deferred Sales Trust clients. He is an absolute pleasure to work with and an invaluable Trustee. I have personally learned a lot from him and anyone he works with will not be disappointed.