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#93: Capital Gains Tax Planning, with Brett Swarts

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Conteúdo fornecido por Dan Deppen. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Dan Deppen ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.

Brett Swarts from Capital Gains Tax Solutions discussed the concept of a deferred sales trust and its benefits for high net worth individuals to defer capital gains taxes on various assets. He shared his entrepreneurial journey and how he discovered this strategy, which has allowed him to teach others about it. The discussion also covered the flexibility of deferred trusts for investment purposes, the potential to invest in various assets, and the possibility of business owners using it to minimize tax liability.

Connect with Brett: https://capitalgainstaxsolutions.com/

Are you Ready to work with Dan to accelerate your note-investing journey?

SMALL GROUP LIVE COACHING: https://www.fusionnotes.com/livetraining

PREMIUM CONTENT: Get a roadmap that shows you a step-by-step path for being a note investor, https://fusionnotes.ac-page.com/gameplan

NOTE INVESTING ONLINE COURSES: https://www.fusionnotes.com/courses/

DAN'S LINKS FOR PODCAST LISTENERS: https:www.fusionnotes.com/listeners

Get the FREE EBOOK on How to Make Outsized Profits in Notes in 2024: https://fusionnotes.ac-page.com/newsletter-signup-page-podcast

WEBSITE: https://fusionnotes.com

  continue reading

100 episódios

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iconCompartilhar
 
Manage episode 421913419 series 2548588
Conteúdo fornecido por Dan Deppen. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Dan Deppen ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.

Brett Swarts from Capital Gains Tax Solutions discussed the concept of a deferred sales trust and its benefits for high net worth individuals to defer capital gains taxes on various assets. He shared his entrepreneurial journey and how he discovered this strategy, which has allowed him to teach others about it. The discussion also covered the flexibility of deferred trusts for investment purposes, the potential to invest in various assets, and the possibility of business owners using it to minimize tax liability.

Connect with Brett: https://capitalgainstaxsolutions.com/

Are you Ready to work with Dan to accelerate your note-investing journey?

SMALL GROUP LIVE COACHING: https://www.fusionnotes.com/livetraining

PREMIUM CONTENT: Get a roadmap that shows you a step-by-step path for being a note investor, https://fusionnotes.ac-page.com/gameplan

NOTE INVESTING ONLINE COURSES: https://www.fusionnotes.com/courses/

DAN'S LINKS FOR PODCAST LISTENERS: https:www.fusionnotes.com/listeners

Get the FREE EBOOK on How to Make Outsized Profits in Notes in 2024: https://fusionnotes.ac-page.com/newsletter-signup-page-podcast

WEBSITE: https://fusionnotes.com

  continue reading

100 episódios

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