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
Feb 16, 2022 • 31min
Not Putting eXp in a Box with Randall Miles
Randall is the Chairman and Chief Executive Officer of SCM Capital Group, which is a global, strategic, and transaction advisory firm, I sit on several boards. He spent a great many years on Wall Street, running large investment banking operations, or mergers and acquisitions, bulge bracket and middle-market firms, and have been CEO of a few multibillion-dollar global companies and financial services or technology.He has over 25 years of experience in management, corporate finance, private equity, business development, securitization, and Merchant banking. He led public and private nonprofit boards through transitions, and he has expertise in diverse industry sectors including technology, financial services, general industry, telecommunications, and others.In our conversation, we discussed:Not putting eXp in a boxThe vision for the eXp CommercialeXp Commercial versus eXp ResidentialWhat are the challenges it's facing versus what the eXp Residential had?Connect with Randall Miles:https://capitalgainstaxsolutions.com/not-putting-exp-in-a-box-with-randall-miles/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 Twitter
Feb 14, 2022 • 33min
Building Wealth With Land Deals with Tom Staub
Tom oversees the underwriting of projects, financial pro formas, debt, and equity strategy, company growth, and is focused on the viability of projects, partnerships, and investor relations. Mr. Staub has more than 15 years of business experience, has owned and successfully operated four separate companies, and has been a sponsor on more than 140 deals. His journey has taken him from bachelor’s and master’s degrees in finance to Wall Street as a broker for Morgan Stanley, to the tech startup world of Silicon Valley, and over the past seven years, the world of entrepreneurship and venture capital.In our conversation, we discussed:How to build wealth with land dealsHow to pick the right dealsThe path of progressThe Importance of Network MigrationConnect with Tom Staub:https://capitalgainstaxsolutions.com/building-wealth-with-land-deals-with-tom-staub/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 Twitter
Feb 11, 2022 • 36min
Never Fear an Audit Again with Joe DiChiara
Joe DiChiara is an entrepreneur with a CPA license. He has worked with thousands of business owners over a 35-year career. Eager to help people succeed, it troubled him that most new businesses fail, and was determined to find out why. In 2010, after reading “The Science of Getting Rich” by Wallace Wattles and “Law of Success” by Napoleon Hill he got his answer.Success starts with Mindset and Intention, subjects they don’t teach in CPA school. Joe learned that this was the true culprit in business failure on top of an overly complex tax and compliance system making it nearly impossible to start a business and stay in business. His primary purpose has become teaching entrepreneurs the fundamental principles of success combined with the practical knowledge acquired as a CPA.In our conversation, we discussed:Tax legislationFear on IRS AuditEstablishing revenue and cash flowConnect with Joe DiChiara:https://capitalgainstaxsolutions.com/never-fear-an-audit-again-with-joe-dichiara/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 Twitter
Feb 9, 2022 • 31min
Retire Early By Investing In Real Estate with Dustin Heiner
Dustin Heiner is from the great state of Arizona. He also spent some time in Fresno. He is the host of Master Passive Income, a blog, and podcast about investing in real estate and rental properties. It's his desire to help you heal and help you succeed in investing in real estate rental properties. Master Passive Income is committed to helping you on your business journey by sharing insights into how to be successful real estate investing in rental properties.Dustin Heiner's desire is to give away as much free information as possible through his blog to help as many people as possible. He wants to help people quit their jobs and replace their income with passive income from rental properties.In our conversation, we discussed:How to start a YouTube Channel and Podcast ChannelMake money from wealth the buy more real estateHow to leverage to grow and scale your businessConnect with Dustin Heiner:https://capitalgainstaxsolutions.com/retire-early-by-investing-in-real-estate-with-dustin-heiner/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 Twitter
Feb 7, 2022 • 37min
Unlocking Real Estate Equity Using Crypto with Mike Waters
Mike is a Veteran CTO with 24 ++ Years of experience Energetic, motivated, and very creative in offering solutions. I have been an executive-level Business/IT Leader with vast amounts of practical experience and knowledge. Providing leadership and planning for IT & web development projects for small and medium-sized companies. Working on complex projects with multiple teams in multiple countries on a singular project. Working with pre-funding venture capital and fundraising.Very experienced in the art of working within an organization at an operational level and working within the organization to develop systems and make the whole organization run like a well-oiled machine. I’ve worked in organizations (References on request) in funding, marketing, and IT. I’ve been involved in prepping and building business plans, projections, compliance, etc…Currently serving on 3 Executive advisory boards and board of directors for 2 companies. I am well connected and have a great private network to use as a resource for growth when needed.In our conversation, we discussed:Unlocking real estate equity using cryptoStart a stable coin foundationMerging the stable coin into a tokenConnect with Mike Waters:https://capitalgainstaxsolutions.com/unlocking-real-estate-equity-using-crypto-with-mike-waters/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 Twitter
Feb 4, 2022 • 25min
Building Your Business With The Exit in Mind with Neil Twa
Neil is a 7 figure ECOM expert who has shared stage time with Kevin Harrington, Jay Abraham, been featured in Entrepreneur.com, Huffington Post, and INC for his knowledge, training, and business growth around SaaS and E-commerce focused companies in the Shopify and Amazon markets selling physical and digital products. He's successfully coached over 500+ entrepreneurs and made dozens of millionaires teaching them how to sell physical products online, just like he's going to show you today. The software he'll demonstrate is hands down, the best in the industry for managing order fulfillment, product sourcing, automation, and product selling.Since 2012 Neil has been selling on Amazon using private label branded products and FBA. He's been building online businesses since 2007 after leaving his corporate career with IBM. He spends most of his time focused on helping his clients through brand growth strategies and business development. Through his company Voltage Digital Media they also acquire e-commerce brands with a focus on Amazon FBA.In our conversation, we discussed:Understanding the customer solution.Good systems processes and efficient game plan.What's an acceptable measure of business, for e-commerce companies?Connect with Neil Twa:https://capitalgainstaxsolutions.com/building-your-business-with-the-exit-in-mind-with-neil-twa/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 Twitter
Feb 2, 2022 • 31min
Why You Should Sell Your Company Now with Andy Cagnetta
Andy Cagnetta is a recognized leader in the business brokerage industry and South Florida business community. Experienced in selling hundreds of businesses throughout South Florida as an agent and owner for Transworld. Specialize in mergers and acquisitions, especially technology-related, manufacturing and distribution businesses. A Certified Business Intermediary through the IBBA (CBI)A skilled negotiator and recognized national trainer of negotiation techniques. Specialize in mergers and acquisitions, especially technology-related, manufacturing and distribution businesses. Extensive business appraisal training through IBA. Andrew Cagnetta envisioned even more growth. It wasn’t long before United Franchise Group CEO Ray Titus and Cagnetta teamed up to form a partnership and offer Transworld Business Advisors as a franchise.In our conversation, we discussed:Why you might consider selling your company or business right now?Setting up a Pre-Plan prior to the sale of your businessCapital Gains Tax and Estate TaxConnect with Andy Cagnetta:https://capitalgainstaxsolutions.com/why-you-should-sell-your-company-now-with-andy-cagnetta/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 Twitter
Jan 31, 2022 • 27min
Becoming a Hyperlocal HyperFast Real Estate Agent with Dan Lesniak
Dan Lesniak helps real estate agents deliver massive value to their clients. He is a Billion Dollar Real Estate Agent and the Best Selling Author of "The HyperLocal, HyperFast Real Estate Agent."In 2012, his rookie year in real estate he sold over 22 million dollars in volume but dominating his local market after starting the Orange Line Living brand. He was the Salesperson of the Year for Century 21 Redwood Realty and one of the top real estate agents in the DC Metro market. The strategies he used that year became the basis for my best-selling book which has helped thousands of real estate agents. In 2014 after merging with the Keri Shull Team, I helped lead the number four team in the world for Keller Williams. In 2015 he co-founded Optime Realty which became the home for the Orange Line Living and Keri Shull Team. That year the team became the number one team in Virginia and in the top 40 in the United States.In our conversation, we discussed:How to become a hyperlocal hyperfast real estate agent.Segmentation, targeting, and Positioning.Build the foundation of admin and support.Off-market concept to the investor.Connect with Dan Lesniak:https://capitalgainstaxsolutions.com/becoming-a-hyperlocal-hyperfast-real-estate-agent-with-dan-lesniak/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 Twitter
Jan 28, 2022 • 35min
The Best Way to Track Your Real Estate Portfolio with Bobby Sharma
Bobby Sharma brings his deep understanding of real estate investing to provide a next-generation solution for fellow real estate investors (bettercapital.us and bayflip.com). Well known in the real estate community as a networker, speaker and a caring investor, and technologist, Bobby has built one of the most comprehensive software platforms for tracking, training, and transactions for real estate investors and professionals. Bobby is renowned as a thought leader in the PropTech and real estate space. Bobby brings social good into smart investing. Bobby is generous with his time and knowledge to help aspiring and experienced investors to succeed and grow.In our conversation, we discussed:Best way to track your real estate portfolioHelp simplify investments in trackingDST story of due diligenceConnect with Bobby Sharma:https://capitalgainstaxsolutions.com/the-best-way-to-track-your-real-estate-portfolio-with-bobby-sharma/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 Twitter
Jan 24, 2022 • 26min
Diversified Real Estate Investing with David Hardcastle
David has more than thirty years of entrepreneurial, small business, and real estate investing and management experience. Starting with initial concepts, strategic planning, implementing business systems, and daily operating procedures, he has experience in every facet of small business. He has been investing and developing real estate starting in 1994 with the first purchase of a bank REO which was subsequently rehabbed and turned into a rental. Since then, he has rehabbed properties, built houses from the ground up, sub-divided land, designed multi-unit residential projects, rehabbed and rented commercial space, fixed and rented numerous residential properties, fixed and sold residential and commercial properties, done seller financing, and purchased nonperforming notes.In our conversation, we discussed:Diversification in Real Estate InvestmentsWays to Grow Your WealthWhat are the returns and how secure is my money?Connect with David Hardcastle:https://capitalgainstaxsolutions.com/diversified-real-estate-investing-with-david-hardcastle/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 Twitter
