Capital Gains Tax Solutions Podcast

Brett Swarts
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May 13, 2026 • 21min

Stop Losing 40% of Your Net Worth to the IRS: The 10-Year Exit Strategy

Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions TwitterCapital Gains Tax Solutions Linked In
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May 9, 2026 • 41min

Transact, Transition, Transform: The Blueprint for a Successful Business Exit with Mark Sims

Mark Sims, PE advisory CEO and founder of Consult MSG with 25+ years guiding M&A and transformations. He explains the 3T playbook: Transact—align financials, systems, and people. Transition—use interim management and early integration to capture value. Transform—manage change, communication, and training to make improvements stick.
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May 7, 2026 • 47min

How to Find the Perfect Franchise to Build Generational Wealth with Cliff Nonnenmacher

Cliff Nonnenmacher, franchise consultant and serial entrepreneur who helps executives and families build franchised businesses. He shares how to choose investments based on objectives not brands. He explains matching capital to opportunity and the 4E1P leadership fit. He names resilient franchise sectors and talks disruption, mindset, and tax-efficient exit planning.
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13 snips
May 4, 2026 • 36min

How to Compound Wealth with Futures Trading with Kam Dasani

Kam Dasani, a futures and options trader who founded Profit With Cam to help others accelerate wealth. He covers swing trading benefits, recruiting ex-Wall Street traders, and how trade copying and risk controls work. He also discusses automated futures algorithms, required capital, and practical setups for clients.
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9 snips
May 2, 2026 • 23min

How to Unlock Your Home Equity for a Tax-Free Retirement with Laura Phillips

Laura Phillips, a reverse mortgage specialist with 30+ years helping seniors access home equity. She explains timing, eligibility, and why the bank holds a lien not the home. Learn how much equity may be available, differences between fixed and adjustable plans, HELOC contrasts, HUD counseling needs, and jumbo portfolio options. Heartfelt client stories underscore real-life impact.
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Apr 30, 2026 • 38min

The Future of Urban Community Development with Josh and Charlie

Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions TwitterCapital Gains Tax Solutions Linked In
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Apr 29, 2026 • 19min

The "Exit Planning" Secret: Why Your Net Worth Isn't Your Legacy

Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions TwitterCapital Gains Tax Solutions Linked In
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Apr 25, 2026 • 35min

The Blueprint for Developing Self Storage Facilities with Ben Salzberg & Bill Kanatas

Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions TwitterCapital Gains Tax Solutions Linked In
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Apr 19, 2026 • 43min

From Tax Chaos to Clarity: The Professional’s Guide to Smarter Tax Planning with Chris Papin

Chris Papin, an attorney and CPA who guides small business owners on tax, finance, and risk mitigation. He discusses intentional business and estate planning, diagnostic questions to clarify client goals, QBI and bonus depreciation opportunities, SALT threshold tactics, valuation timing to reduce estate tax, and tradeoffs of complexity versus control in exit planning.
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Apr 18, 2026 • 32min

Real Estate Investing with Zane Jacobs

Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions TwitterCapital Gains Tax Solutions Linked In

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