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Free Strategy Hour · 1 CPE Credit Available

Deferred Sales Trust:
How Your Clients Can Defer Capital Gains Tax on the Sale of a Business, Real Estate, Stock, or Other Appreciated Assets

 Date-Time-Icon-White - (344x317)Wednesday, July 15, 2026  |  12PM EST/ 9AM PT

Brett Swarts Headshot- Yellow Circle

Brett Swarts 
Founder
Capital Gains Tax Solutions

Dave Headshot- Yellow Circle

Dave Lukas 
CEO
TaxPlanIQ

Join us for a live, one-hour session where we walk you through everything you need to know about Deferred Sales Trusts.

Register Now
1 CPE
Credit Available
60 min
of Live Learning
Free
to Attend

What You'll Learn

In this session, we’ll cover:

Yellow Checkmark-Marker StyleWhat a Deferred Sales Trust is and how it lets clients defer capital gains tax on the sale of appreciated assets

Yellow Checkmark-Marker StyleHow a Deferred Sales Trust differs from other comparable tax strategies

Yellow Checkmark-Marker StyleThe ideal client profile for this strategy

Yellow Checkmark-Marker StyleClients who may not be a good fit for this strategy

 Yellow Checkmark-Marker StyleIf the strategy can be used year after year, or if it’s a one-time use

Yellow Checkmark-Marker StyleHow to implement this strategy from start to finish

Yellow Checkmark-Marker StyleHow it's reported on the tax return

Yellow Checkmark-Marker StyleWhere this strategy falls on the audit-risk spectrum

Yellow Checkmark-Marker StyleYour role as the accountant and what Capital Gains Tax Solutions handles for you

About Your Hosts

Meet The Experts

Brett Swarts Headshot- Light Blue Circle

Brett Swarts 

Founder of Capital Gains Tax Solutions

Brett Swarts is the Founder of Capital Gains Tax Solutions (DST Trustee Company) where he teaches purpose-driven entrepreneurs and investors to build their capital gains tax exit plan to multiply their freedom, wealth, and impact. He has closed over ½ Billion in DST and Real Estate Transactions and he was the first to help coin owners exit millions of gains and defer their capital gains tax using a DST. He is a best-selling author of “Building a Capital Gains Tax Exit Plan” and host of the Build it to Billions & Capital Gains Tax Solutions Podcasts. His insights have been featured at the Best Ever Real Estate Conference, DLP Capital Conference, American Entrepreneur with Kevin Harrington from Shark Tank, and also seen on Fox Business Network. As a commercial real estate broker by trade, his expertise is one of the few in the world who has closed Deferred Sales Trust, Delaware Statutory Trust, and 1031 Exchanges.

Dave Headshot- Light Blue Circle

Dave Lukas 

CEO of TaxPlanIQ

Dave M. Lukas is the CEO of TaxPlanIQ and Founder/Host of the Misfit Entrepreneur Podcast. His companies have been on the Entrepreneur 365 and INC 5000 List and have done business in over 50 countries. Dave is also a best-selling author and he has been featured on radio, TV, and many top trade publications such as Forbes, INC, Yahoo! Finance, BTN, BTE, and others. In his free time, Dave loves to run and is an accomplished endurance athlete achieving a ranking of Top 3% in the world in Ironman and has competed throughout the globe and in the Ironman World Championships. 

Ready to learn the Deferred Sales Trust strategy?

Wednesday, July 15 · 12 PM EST / 9 AM PT · Free · 1 CPE Credit