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Brett Swarts
✪ Helping Business Professionals Deliver A Transformational Exit Plan For Their Perfect Clients Using A Deferred Sales Trust - Founder, Capital Gains Tax Solutions - Sacramento Multifamily Broker with eXp Commercial ✪
Brett Swarts is the Founder of Capital Gains Tax Solutions, a company specializing in capital gains tax deferral strategies, particularly using Deferred Sales Trusts (DST).1 He is an entrepreneur, author, and expert in real estate and tax strategies with over 16 years of experience in the brokerage industry.2
Key aspects of Brett Swarts' professional profile include:
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Expertise: He specializes in helping high-net-worth individuals and their advisors create tax-deferred exit plans for highly appreciated assets.1
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Experience: Brett has closed over $500 million in Commercial Real Estate brokerage and Deferred Sales Trust transactions.1
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Roles: He serves as a Deferred Sales Trust Trustee and is a licensed California Real Estate Broker.12
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Author: Brett is the best-selling author of "Building a Capital Gains Tax Exit Plan".1
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Podcasts: He hosts the Capital Gains Tax Solutions and Expert CRE Secrets podcasts, where he interviews industry leaders on wealth management, real estate, and tax strategies.13
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Education: Brett holds a Bachelor of Science in Business Administration and Bible and Theology from William Jessup University.2
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Recognition: He was issued an Honored Listee certification by Marquis Who's Who in July 2024.1
Brett Swarts' mission is to help clients make an impact with their wealth for their families and communities while providing strategies for tax deferral and optimal timing in exit plans.1
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