WS370: The Benefits of the Deferred Sales Trust for Diversification with Brett Swarts

Published: Oct. 26, 2019, 4 a.m.

Today, Capital Gains Tax Solutions CEO Brett Swarts joins us on the show, and he is here to speak about the concept of the Deferred Sales Trust. The Trust offers a creative tax deferral strategy to property owners who struggle with capital gains tax and depreciation recapture when they go to sell their high-end primary home, business, or commercial real estate. The Deferred Sales Trust has an advantage over the IRC 1031 option when it comes to tax deferral. This is because 1031s often lead sellers to exchange into bigger and bigger properties, and then overpaying because of the tax.\xa0

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