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Capital Gains Tax Solutions, Brett Swarts
- Finance
- St. Augustine, FL
About this business
Location details
405 Golfway W Dr Suite 305, St. Augustine, FL, 32095, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 5:00 p.m. | |
| Tue | 8:00 a.m. to 5:00 p.m. | |
| Wed | 8:00 a.m. to 5:00 p.m. | |
| Thu | 8:00 a.m. to 5:00 p.m. | |
| Fri | 8:00 a.m. to 5:00 p.m. | |
| Sat | 8:00 a.m. to 5:00 p.m. | |
| Sun | Closed |
Working with Brett at Capital Gains Tax Solutions was an outstanding experience from start to finish. Brett brought a level of clarity, expertise and genuine care that made a complex process feel completely doable. From our very first meeting, Brett took the time to listen to our goals, he explained every strategy in plain English, walked us through the potential tax outcomes and helped us feel confident about our exit plan. His attention to detail, prompt responses and strategic insight were beyond what we expected. What ... read more
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
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
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
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
Frequently asked questions about Capital Gains Tax Solutions, Brett Swarts
How is Capital Gains Tax Solutions, Brett Swarts rated?
Capital Gains Tax Solutions, Brett Swarts has a 4.9 star rating with 29 reviews.
When is Capital Gains Tax Solutions, Brett Swarts open?
Capital Gains Tax Solutions, Brett Swarts is open now. It will close at 5:00 p.m.
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