Brett Swarts is the President of Capital Gains Tax Solutions, LLC (1 of 13 exclusive Trustees with the Estate Planning Team), located in Sacramento, CA. Together with his team and in partnership with the Estate Planning Team, Brett provides trustee services which helps real estate and business owners win with their capital gains tax, gain tax deferral, freedom, liquidity and diversification with their funds so they can create and preserve more wealth.
Mr. Swarts is a licensed California Real Estate Broker helping investment real estate property owners buy and sell their properties since 2006 where he started career at Marcus & Millichap. He also holds his series 22 and 63 licenses. With over $85,000,000 in closed commercial real estate brokerage transactions and formerly an associate at the largest Commercial Real Estate Brokerage firm in the country, he has had hands-on training from some of the best in the business. He has brokered numerous successful 1031 exchanges, Delaware statue trust and deferred sales trust and has a vast amount of knowledge and experience to share with sophisticated investment property and business owners. As a trustee Mr. Swarts is passionate about educating his clients and financial professionals about capital gains tax deferral with a Deferred Sales Trust, how they can divest from real estate investments without a 1031 exchange and then invest back into and back out real estate at their own timing all capital gains tax deferred. Beside his professional career he also is an active commercial real estate investor and holds interest in Multifamily, Retail, Medical Office and Mixed-Use properties.
Mr. Swarts holds two B.S. degrees from William Jessup University where he distinguished himself with an academic and athletic scholarship, captain of the basketball team, and given the most Inspirational award and an honorable mention as a CalPac All-Conference Team in 2006. He resides in Roseville, CA with his wife Melanie and their 4 daughters and one son.
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capital gains tax Project EGG Show #217 - Brett Swarts | |
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| Education | Upload TimeStreamed live on 10 Jul 2019 |
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