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Learning about the Deferred Sales Trust for the 1st time as a CRE Broker with Marty Hall
Episode 71

Learning about the Deferred Sales Trust for the 1st time as a CRE Broker with Marty Hall

Capital Gains Tax Solutions Podcast · Brett Swarts

April 5, 202135m 3s

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Show Notes

Marty Hall, CRE Broker

– Capital Gains Tax Solutions Podcast with Brett Swarts

Episode 071 Learning About Deferred Sales Trust for the First Time as a CRE Broker, with Marty Hall

Today I’m on the hot seat! I’m Brett Swarts, host of the Capital Gains Tax Solutions Podcast. My specialty is helping people, wealthy people keep their money working for them when selling their business, real estate or other highly appreciated assets without paying hundreds of thousands to millions of dollars in tax.

The tables are turned, and Marty Hall, a CRE Broker, is going to interview me. Marty is creating a Sales Trust for the first time. He’s giving his suggestions and will find out if I can improve on his proposal.

So, today’s episode is a 40-minute training session. I hope you’ll take notes and put into action. Listen to hear if Marty’s proposal makes the grade.

Let me know your feedback. And contact me if you’d like to put me on the hot seat!

Connect with Marty:


Website: 


Connect with Brett:

Facebook https://www.facebook.com/brett.swarts @brett.swarts

Instagram https://www.instagram.com/brett__swarts/ @brett_swarts



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