

Capital Gains Tax Solutions Podcast
Brett Swarts
Welcome to the Capital Gains Tax Solutions PodcastAre you considering selling a million-dollar-plus business, cryptocurrency, luxury primary home, commercial real estate, or another highly appreciated asset but concerned about the capital gains tax? Want to reinvest into a diversified portfolio of real estate or securities at the optimal time while making a meaningful impact with your wealth? Each episode, Brett Swarts sits down with some of the world’s top minds in real estate, finance, wealth management, and entrepreneurship to uncover their strategies and insights. Expect fast-paced, high-impact content that’s designed to help you create and preserve more wealth. Brett and his guests will guide you through the complexities of capital gains tax deferral and wealth creation, ensuring you retain more of your hard-earned assets.Meet Your Host: Brett SwartsBrett Swarts is on a mission to help you make a lasting impact with your wealth when exiting highly appreciated assets using Deferred Sales Trust for his clients. As a Deferred Sales Trust Trustee and an expert in multifamily investing and brokerage, Brett simplifies complex tax deferral strategies such as the 1031 Exchange, Deferred Sales Trust, Delaware Statutory Trust, Opportunity Zones, and more.What the Podcast Offers:Gain invaluable insights into various tax deferral strategies, real-world deal stories, wealth-building lessons, and pathways to financial freedom—all aimed at helping you build and preserve your wealth.Our Mission:We empower you to exit your investments with freedom and flexibility, enabling you to make informed decisions without the stress of managing properties, dealing with liabilities, or overseeing employees. Instead, we offer a pathway to freedom, liquidity, diversification, and passive commercial real estate investing.#### A Brief History of Brett Swarts:Brett Swarts launched his commercial real estate career just before the 2008 crash, where he and his clients learned the hard way that the 1031 exchange isn’t always your friend when time runs out to find a good deal. Since then, Brett has closed over $500 million in Deferred Sales Trust, Delaware Statutory Trust, and Commercial Real Estate transactions. His extensive experience covers a wide array of tax-deferred strategies, making him a trusted authority in the field.What You’ll Get from Our Episodes:Explore how to build and grow wealth in real estate, business, and leadership. Brett brings on top-tier guests who share their expertise so you can grow personally, professionally, and financially.More About Deferred Sales Trusts:- A Trusted Tax Deferral Solution: With over 27 years of proven success, rooted in the IRS tax code IRC 453 from the 1920s.- Proven Track Record: 29 successful IRS audits for thousands of closed Deferred Sales Trusts.Why You Should Join Us:If you’re tired of feeling trapped by the 1031 exchange, the Deferred Sales Trust offers a smarter, easier solution. Tune in to learn how to create more wealth with clarity and confidence in your tax deferral strategy.Get Started with a Deferred Sales Trust today https://capitalgainstaxsolutions.com and uncover the wealth-building secrets of top investors and tax deferral experts. Let’s create and preserve more wealth together.Follow us on [Facebook](https://www.facebook.com/groups/capitalgainstaxsolutionspodcast/).
Episodes
Mentioned books

May 13, 2026 • 21min
Stop Losing 40% of Your Net Worth to the IRS: The 10-Year Exit Strategy
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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.

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.

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.

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.

Apr 30, 2026 • 38min
The Future of Urban Community Development with Josh and Charlie
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Apr 29, 2026 • 19min
The "Exit Planning" Secret: Why Your Net Worth Isn't Your Legacy
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Apr 25, 2026 • 35min
The Blueprint for Developing Self Storage Facilities with Ben Salzberg & Bill Kanatas
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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.

Apr 18, 2026 • 32min
Real Estate Investing with Zane Jacobs
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