Building a Tax-Deferred Exit Strategy: The Proven Playbook for Unlocking Your Ideal Wealth Plan When Selling Assets of Any Kind for Yourself Or Your Clients

by Brett P. Swarts

Whether you’re a high-net-worth individual or you work with them, Building a Tax-Deferred Exit The Proven Playbook for Unlocking Your Ideal Wealth Plan When Selling Assets of Any Kind for Yourself or Your Client is a game changer. Brett Swarts and a select group of experts share secrets and strategies for preserving wealth and protecting profits from the IRS. You don’t have to be part of the one-percent to benefit from this book…but if you are, you can’t afford to miss this.

Brett Swarts is the founder of Capital Gains Tax Solutions. He’s an entrepreneur, educator, investor, and host of the Capital Gains Tax Solutions Podcast. Brett is one of the world’s leading experts in using the Deferred Sales Trust to help investors escape the capital gains tax trap when they divest assets of any type, from real estate to a business to cryptocurrency, and have the financial freedom to live their life however they want. In addition to helping his own high-net-worth clients, Brett educates others, along with the professionals who work with them. He and his wife Melanie live in Northern California with their five children.

317 pages, Paperback

Published February 18, 2022