Sell High, Donât Rush: Tax-Smart Exit Strategies for Real Estate & Business Owners
Thu Feb 05 2026
I sat down with Brett Swartz to unpack tax-smart exit planning for real estate investors and business ownersâespecially how a Deferred Sales Trust can help defer capital gains with more flexibility than a traditional 1031 exchange.
If youâre thinking about selling, this episode is for you. Hit play, follow the show on Spotify, and share it with a friend whoâs planning an exit.đď¸
#ExitPlanning #CapitalGainsTax #RealEstateInvesting #TaxStrategies #WealthManagement
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I sat down with Brett Swartz to unpack tax-smart exit planning for real estate investors and business ownersâespecially how a Deferred Sales Trust can help defer capital gains with more flexibility than a traditional 1031 exchange. If youâre thinking about selling, this episode is for you. Hit play, follow the show on Spotify, and share it with a friend whoâs planning an exit.đď¸ #ExitPlanning #CapitalGainsTax #RealEstateInvesting #TaxStrategies #WealthManagement