#165: Brett Swarts: Negotiating, Finding Value & Making Deals

<p><strong>OVERVIEW:</strong></p> <p><span style="font-weight: 400;">Jason A. Duprat, Entrepreneur, Healthcare Practitioner and Host of the</span> <em><span style= "font-weight: 400;">Healthcare Entrepreneur Academy</span></em> <span style="font-weight: 400;">podcast speaks with Brett Swarts, founder of Capital Gains Tax Solutions and the host of the Capital Gains Tax Solutions Podcast. Brett talks about how he first learned about Deferred Sales Trust strategies and how they provide value, particularly for reducing taxes when selling real estate and businesses.  </span></p> <p><span style="font-weight: 400;"> </span></p> <p><strong>EPISODE HIGHLIGHTS:</strong></p> <ul> <li><span style="font-weight: 400;">A Deferred Sales Trust is when you defer capital gains tax when selling real estate or a business. You sell your assets to the trust with an installment sale.</span></li> <li><span style="font-weight: 400;">Brett first learned about Deferred Sales Trusts from Marcus & Millichap, a commercial property company. It was his ‘aha boom’ moment. </span></li> <li><span style="font-weight: 400;">Certain types of real estate offer the best risk-adjusted rate of returns. They include multi-family housing, assisted living and mobile home parks. </span></li> <li><span style="font-weight: 400;">Depreciation allows you to offset income coming in. </span></li> <li><span style="font-weight: 400;">To provide an understanding of roles in the investment world, Brett shared this analogy. Think of a CPA as a GP (general practitioner) and a Deferred Sales Trust expert as a surgeon. </span></li> <li><span style="font-weight: 400;">Brett recommends selling high and buying low. The key is to be patient and disciplined when seeking these opportunities. </span></li> <li><span style="font-weight: 400;">A large wealth transfer is coming. Baby boomers are looking for exit plans using Deferred Sales Trusts to passively manage their money while allowing them to retire with peace.</span></li> <li><span style="font-weight: 400;">There are differen