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REV (Real Estate Vision)

I'm Patrick Lilly, the founder of Real Estate Success Rocks, an organization devoted towards assisting you in fulfilling your dreams in business and in life. We've partnered with REV, a select group of top producing agents, to bring you the best content in our industry specifying what works in today's market place and what does not, how you can grow your business on your terms, and be inspired to do more with your life. So what does success mean to you? And how do you create a meaningful life and business? For some it may be becoming the #1 agent in your market, for others it might be spending less time at work without comprising service or profit, or possibly it involves your personal or professional legacy. Through our podcasts we will explore relevant topics that inform, clarify and inspire while providing concrete tools and actions to achieve your unique goals. Our aim is to align your personal and professional lives to be in harmony, promoting true success and ultimately, true happiness.
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222 - Deferred Sales/Capital Gains with Brett Swartz 0
May 28, 2019

Most Investors, real estate or business owners struggle with capital gains tax when they sell their assets. Brett Swarts is the President and CEO of 'Capital Gains Tax Solutions', and a CRE Real Estate Broker. His company uses a deferred sales trust to help them gain tax deferral, liquidity, diversification ((invest in stocks, bonds, and mutual funds) and freedom to buy investment real estate at their own timing, so they can create and preserve more wealth.

In today's episode, we discuss the somewhat complex issue of Capital Gains, and how you can take advantage of it whilst managing a property sale.  

In this episode, you'll learn..

  • Review of Capital Gains for Residential Real Estate
  • Problems Capital Gains presents
  • How to get around it (primary residence exclusion)
  • What is a Deferred Sales Trust
  • How does that relate to a 1031 exchange

Links and resources mentioned in this episode.

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