Lisa L. Levy interviews Brett Swarts, best-selling author of "Building a Capital Gains Tax Exit Plan" and a leading expert on capital gains tax strategies. He has been featured on major platforms like Fox Business Network and has closed over $500 million in Deferred Sales Trusts, Delaware Statutory Trusts, and 1031 Exchanges, including strategies for Bitcoin owners.

In this insightful conversation, Brett discusses the historic wealth transfer from baby boomers and how purpose-driven entrepreneurs can prepare. He emphasizes the importance of legacy, building passive income, and the leadership needed to cultivate resilient businesses, delivering both practical and inspirational insights.
Keywords:

-wealth transfer

-capital gains tax

-legacy

-passive income

-entrepreneurship

-business growth

-leadership

-family values

-financial freedom

-investment strategies

If you’re ready to build a capital gains tax exit plan that multiplies your freedom, wealth, and impact, this episode with Brett Swarts is a must-watch.

👉 Learn more about Brett at: BrettSwarts.com

#WealthTransfer #CapitalGainsTax #PassiveIncome #Entrepreneurship #BusinessGrowth #Leadership #Legacy #FinancialFreedom #InvestmentStrategies #FamilyValues

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