13 - Transforming Wealth: How to Plan Your Exit Strategy for Maximum Impact with Capital Gains Tax Solutions' Brett Swarts
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13 - Transforming Wealth: How to Plan Your Exit Strategy for Maximum Impact with Capital Gains Tax Solutions' Brett Swarts
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About this listen
In this episode of Cake on Tuesday: The Leadership Blueprint, Elizabeth Bieniek interviews the Founder at Capital Gains Tax Solutions, Brett Swarts. Brett shares his expertise in capital gains tax exit planning, focusing on strategies like deferred sales trusts to help clients achieve truly passive income and financial freedom.
He discusses his faith-driven approach to stewardship, the importance of purposeful living, and the upcoming generational wealth transfer. Brett also offers practical advice for entrepreneurs and invites listeners to learn more through his book and website, emphasizing collaboration and personalized solutions for complex financial needs.
Check out Brett's work HERE.
Connect with Brett on LinkedIn.
Think you'd be a great guest on the show? Apply HERE.