My guest in this episode is Brett Swarts. Brett is the Founder of Capital Gains Tax Solutions. Each year, he equips hundreds of business professionals with the Deferred Sales Trust tool to help their high net worth clients solve capital gains tax deferral limitations.
His experience includes numerous Deferred Sales Trusts, Delaware Statutory Trusts, 10 31 exchanges and $85,000,000 in closed commercial real estate brokerage transactions. He’s an active commercial real estate broker and investor with brokerage experience and ownership in multifamily, senior housing, retail, medical office, and mixed-use properties.
Brett was formerly an associate at the largest Commercial Real Estate Brokerage firm in the country, has his own Multifamily Brokerage Company now, and has years of experience and hand s on training from some of the best in the business
770: Mike Fallat: How To Multiply Your Business With The Million Dollar Book
My guest in this episode is Mike Fallat. Mike is the author of many business-related books. He has a goal of helping 1,000 entrepreneurs publish books and teaching them how to use their books as a gateway to generating 7-figures. His company, Dreamstarters Publishing, offers ghostwriting, cover design, automated funnels, and book fulfillment. They have…
769: Steven Bowles: Advanced Family Office Strategies
My guest in this episode is Steven Bowles. Steven founded Catalyst Advisory to take the experience he gained by working in a family office advisory firm and apply the best practices learned there to other families under an independent umbrella. Catalyst works with the best insurance professionals, wealth management firms, and trusted advisors to solve…
768: Dave Zook: Real Asset Cashflow Strategies
My guest in this episode is Dave Zook. Dave is a successful business owner and an experienced real estate investor active in Multi-Family Apartments, Self-storage, and ATM space. Dave has acquired more than $100 million worth of real estate since 2010. At the time of this writing, he and his investors own approximately 3000 Multi-family…
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