Financially Simple

Cracking the Code: Modern Strategies for Capital Gains Tax Deferral, with Brett Swarts

Informações:

Sinopse

In this episode of the Decamillionaire Decoded Podcast, host Justin Goodbread interviews Brett Swarts, an expert in capital gains tax and the founder of Capital Gains Tax Solutions. The discussion focuses on how high-net-worth business owners and investors can protect their wealth from significant capital gains taxes when exiting an asset. They cover the concept of "Building a Capital Gains Tax Exit Plan" to avoid losing 20% to 50% of wealth during a major sale . Brett shares cautionary tales from the 2008 crash, highlighting how a lack of strategic planning can lead to the loss of both wealth and family stability . WWW: CapitalGainsTaxSolutions.com LinkedIn: Brett Swarts Learn more about Relentless Value Coaching:  https://www.justingoodbread.com/coaching/