Your Lot and Parcel

How you Can Retain Your Hard-Earned Profits

April 26, 2021 Benjamin Diaz/ Brett Swarts Founder of Capital Gains Tax Solutions
Your Lot and Parcel
How you Can Retain Your Hard-Earned Profits
Chapters
Your Lot and Parcel
How you Can Retain Your Hard-Earned Profits
Apr 26, 2021
Benjamin Diaz/ Brett Swarts Founder of Capital Gains Tax Solutions

My guest created ‘Capital Gains Tax Solutions ‘to equip high net worth individuals and their trusted advisors with the Deferred Sales Trust™ tool to help them solve capital gains tax deferral limitations. The first step to a great exit and wealth plan is to sell your highly appreciated assets when the time is right for you. The second step is to defer your capital gains tax, pay off your debt and remove funds from your taxable estate. The last step is to have the funds invested in a diversified portfolio of liquid investments and real estate. The foundation to these 3 steps is timing.

 www.capitalgainstaxsolutions.com

http://www.yourlotandparcel.com

Show Notes

My guest created ‘Capital Gains Tax Solutions ‘to equip high net worth individuals and their trusted advisors with the Deferred Sales Trust™ tool to help them solve capital gains tax deferral limitations. The first step to a great exit and wealth plan is to sell your highly appreciated assets when the time is right for you. The second step is to defer your capital gains tax, pay off your debt and remove funds from your taxable estate. The last step is to have the funds invested in a diversified portfolio of liquid investments and real estate. The foundation to these 3 steps is timing.

 www.capitalgainstaxsolutions.com

http://www.yourlotandparcel.com