Your Lot and Parcel
Experience Your Lot and Parcel Podcast, and learn more ways to preserve your home, family and historical landmarks by actional advice from a wide range of qualified professionals.
Your Lot and Parcel
How you Can Retain Your Hard-Earned Profits
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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
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