Deferred Sales Trusts vs. 1031: Brett Swarts on Smarter, Flexible Tax Deferral
Mission Matters Money with Adam Torres
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Show Notes
In this episode, Adam Torres interviews Brett Swarts, Founder and CEO of Capital Gains Tax Solutions, on the Deferred Sales Trust (DST)—a flexible strategy to defer capital gains beyond the constraints of the 1031 exchange. Brett explains DST use cases across real estate, businesses, stocks, and Bitcoin, addresses common myths, and shares how clients use DSTs to diversify, avoid forced debt replacement, and build truly passive income on their own timeline.
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