755 Las Olas Drive Aptos, CA 95003 (4) (3)

On-Demand Courses and Live Coaching that

Take the Mystery Out of
Exiting Capital Gains Tax Deferred

Get expert guidance you can use to exit your asset, defer capital gains tax and grow your wealth

Due Diligence Portal (2) - Copy

Due Diligence Portal (1) - Copy

Due Diligence Portal (1)

Step #1. Attend conference call with Brett Swarts, Financial Advisor & DST Attorney

by Brett Swarts | Jul 4, 2022

Next Step After Your Initial Call: Conference call with Brett Swarts, Financial Advisor & Deferred Sales Trust™ Attorney

☐ Free Legal Call Consultation

We will send you an email with a few available dates and times to schedule your free legal call consultation.

Once you’re provided with the available schedule of all parties please reply sooner rather than later, as times do fill up quickly for all parties.

⚠️ Check Our Client Reference Area

To check our client references on our client access, go to #11 Deferred Sales Trust™ Professional Team | Client Reference | FAQ’s