Sell High, Don’t Rush: Tax-Smart Exit Strategies for Real Estate & Business Owners

I sat down with Brett Swartz to unpack tax-smart exit planning for real estate investors and business owners—especially how a Deferred Sales Trust can help defer capital gains with more flexibility than a traditional 1031 exchange.

If you’re thinking about selling, this episode is for you. Hit play, follow the show on Spotify, and share it with a friend who’s planning an exit.🎙️

#ExitPlanning #CapitalGainsTax #RealEstateInvesting #TaxStrategies #WealthManagement