Closing and executing a Capital Gains Tax Solutions Exit Plan Should Not Be a Mystery
Without the expert skills, you need to close a DST and execute your DST investment plan, it’s going to cost you…
- Your Capital Gains Tax Exit Strategy won’t be set up in time before your transaction closes
- Your tax liability will become due
- You’ll wonder if you’re wealth plan is reaching its potential
- You won’t get to retire with an extra 25-50% of your gain
- You’ll keep feeling like a “hamster in a 1031 wheel”
- You’ll keep guessing at which capital gains tax solution will lead to your best life
You don’t have to feel trapped by capital gains tax when exiting your assets. Join Capital Gains Tax Solutions University and get everything you need to become a competent investor who doesn’t just sound like they understand the Deferred Sales Trust, 1031 exchange, Delaware 1031, Opportunity Zone, Cost Segregation — you’ll actually know how these strategies work and how it can help you transform your wealth plan.
Your Subscription Gives You Everything You Need to Exit Highly Appreciated Assets.
Our ever-growing library of on-demand courses will take the mystery out of closing a Deferred Sales Trust.
Live Monthly Coaching
Once a month, Brett Swarts holds a member-only Livestream to coach you on a crucial DST skill and answer your questions.
Resources & Post DST Close Portal
We don’t just give you the content and help you close your DST. You’ll get a professional DST plan, and ongoing support to work with you and your CPA.
Subscribing to Capital Gains Tax Solutions University
Is as Easy as 1,2,3 …
Subscribe for just $175/year to get access to on-demand courses, live coaching events, and exclusive resources. Cancel anytime..
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Deferred Sales Trust ™ Coaching
In this course, you’ll go through a step-by-step process to help you uncover, unpack, and change your relationship to the Deferred Sales Trust ™ and Transformational exit planning. You’ll create a Transformational Wealth Plan where you’ll write down what your ideal wealth, time, and energy life looks like post-closing the Deferred Sales Trust ™. You’ll understand how your money will be tax-deferred, diversified, liquid, illiquid if you invest in investment real estate, invest in new business deals of your own or with partners, and identify the most challenging part of your wealth patterns and outcomes you want to change. You’ll receive a complete list of all of the investment options, and come up with actionable steps to take to unlock new or improved patterns of investing.