In this episode of Bridging Success, Bo Jakins interviews the Founder at Capital Gains Tax Solutions, Brett Swarts. Brett shares how witnessing a client’s financial downfall during the 2008 crash inspired him to champion innovative tax deferral strategies, like the Deferred Sales Trust.
He explains the importance of managing tax, cash, and debt flows, and discusses the massive wealth transfer from baby boomers. Brett also highlights the power of truly passive income, the value of family mission and values, and how technology supports his mission to help clients maximize financial freedom and legacy.
Think you'd be a great guest on the show? Apply HERE.
Check out Brett's work HERE.
Connect with Brett on LinkedIn HERE.
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