It's not just about CASH FLOW anymore, it's about TAX FLOW with Brett Swarts (ep 290)

People are looking for freedom right now. For those with highly appreciated assets, they're facing 25-50% in capital gains tax and, if current proposals go through, that could increase by another 20%. That's where Brett Swarts & the team Capital Gains Tax Solutions come in. They're passionate about helping people create freedom and making an impact by unlocking capital. Their team is focused on helping individuals sell their business, real estate, cryptocurrency, or other highly appreciated assets and maximize the exit using a Deferred Sales Trust. As Brett explains, it all starts with your vision for what you want to do with your wealth. What are you trying to do? Where are you trying to go? What's the product or strategy to get you there? And what's the right team look like to help you get you there? That's where the idea of "tax flow" comes in. Most of us think about cash flow, which is extremely important, but it's not just about cash flow anymore. He advocates having a tax flow mindset when it comes to planning exits. It will unlock a transformation and the freedoms we all desire: location freedom, time freedom, retirement freedom. For the video interview, visit our YouTube channel: https://youtu.be/EPPmAZ6YUbY Key Takeaways: - In today's markets, if sellers have an assumable loan with a fixed rate over the next couple of years, this is a good opportunity to attract buyers to come in and get a better price than if they looked at new financing. - The struggles in the banking industry has created an environment where people are cautious about having money sitting in the bank vs hard assets that are cash flowing. It could encourage people to put more money into real estate, multi-family in particular. - The biggest thing they're looking at is for people who have overpaid and have adjustable debt, didn't buy rate caps or who have rate caps adjusting. They don't think it will be 2008 all over again, but there could be opportunities for those with capital, but they want to see how the situation with Silicon Valley Bank, Signature, Credit Suisse and the other banks unfolds. - Build and unlock your ideal wealth plan when selling assets of any kind. That's really the key. How do you create freedom when you're exiting? It's not just about cash flow, it's about tax flow Contact Brett: Website: https://capitalgainstaxsolutions.com/ Twitter: https://twitter.com/1031option Facebook: https://www.facebook.com/capitalgainstaxsolutions Instagram: https://www.instagram.com/capitalgainstaxsolutions1/ LinkedIn: https://www.linkedin.com/in/brett-swarts/ Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level and visit www.bluelake-capital.com. To connect with Jeannette & her team directly & find out how to invest alongside Blue Lake, email them at [e-mail] or just complete our potential investor form at https://www.bluelake-capital.com/new-investor-form and they'll be in touch with you. If you'd like to be on our podcast or know someone who should, visit https://www.bluelake-capital.com/podcast and click the link to submit a guest. Learn more about your ad choices. Visit megaphone.fm/adchoices