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
Dec 31, 2021 • 35min
Blockchain Based Infrastructure for Your Finances with Dan Edlebeck
As a connector of thought leaders and doers in the blockchain space, Dan Edlebeck builds diverse networks to achieve high-impact goals. With 10 years of experience in business development, marketing, and operations. He fosters strategic partnerships and grows virtual and in-person communities. Armed with technical knowledge and industry experience, he can speak to your dev team or your grandma about the value of your tech stack. Relentlessly entrepreneurial and optimistic, he leverages lean resources to drive impressive results. He has bee an ambitious vision to make the world a better place, harnessing the capabilities of cryptocurrencies and blockchain technology.In our conversation, we discussed:What is VPN and why is it needed?How does VPN apply to blockchain-based infrastructure for your finances?How does VPN protect from hacker resistance?Connect with Dan Edlebeck:https://capitalgainstaxsolutions.com/blockchain-based-infrastructure-for-your-finances-with-dan-edlebeck/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
Dec 29, 2021 • 32min
Defi Based Crypto Investments with Emily Stork
Emily Stork is a Co-Founder and CFO of Worth The Fight Fitness, also a Principal at Crypto Fun QuoinVault. She is passionate about corporate law, business, finance, entrepreneurship, and crypto, especially smart contracts and DeFi.In our conversation, we discussed:Understanding how to be a liquid provider of cryptocurrencyHow to obtain actual stable coins before earning a fee?What is the risk with the stable coin?Connect with Emily Stork:https://capitalgainstaxsolutions.com/defi-based-crypto-investments-with-emily-stork/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
Dec 27, 2021 • 28min
Finding Discounted Properties with Zack Boothe
Zack Boothe has done over 300 real estate deals and has generated millions of dollars for himself and for his friend's family and his students who learn how to do wholesales and all kinds of other things in real estate. In fact, he has an amazing company that we're going to learn about DFDMastery.comHe remembers what it was like when he first got started in real estate. He’d wake up every morning full of confidence and courage, ready to attack the day. He had a focused plan and he knew exactly how to find smoking hot real estate deals, and quickly turn those deals for huge profits. In our conversation, we discussed:Flip or wholesale it strategyWhat's the best exit strategy?Fundamentals of finding off-market propertiesConnect with Zack Boothe:https://capitalgainstaxsolutions.com/finding-discounted-properties-with-zack-boothe/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
Dec 24, 2021 • 36min
Cannabis Capital Gains Tax Deferral with Andrew Hunzicker
Andrew has a broad experience in providing executive leadership and business counsel to companies across industries, including retail manufacturing, energy, medical biotech, and he founded DOPE CFO and has built a national cannabis accounting, Bookkeeping, and Tax sharing program to help students in all 50 states unlock a new world of clients empowering them to start their own practice and create a stream of wealth for themselves in the newly developed cannabis CBD hemp industry. He was runner up for Portland Business Journal CFO of the Year in 2017, making him the first cannabis CFO to be ever nominated. He also served in Big Four, including Price Waterhouse Coopers as well as the winner in the 1985 Gold Medal Award for the highest score on the CPA exam.He worked as Contract CFO for 2 Oregon Angel Conference Winners and was an investor in two others and assisted a public company as Contract CFO to enter Oregon with a strategy of launching 20 labs in the Pacific Northwest.In our conversation, we discussed:Understanding the Cannabis IndustryHow to prepare Cannabis Business to avoid penalties.Capital Gains Tax Deferral on CannabisConnect with Andrew Hunzicker:https://capitalgainstaxsolutions.com/cannabis-capital-gains-tax-deferral-with-andrew-hunzicker/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
Dec 22, 2021 • 23min
The Different Facets of Wealth Management with Michael Soroko & Zach Zenda
Michael grew up in Kinnelon, NJ. Mike attended Rider University in Lawrenceville, NJ where he was the Captain of the Cross Country and Track and Field Teams. After graduating from Rider University with his Bachelor’s in Finance and M.B.A. in Entrepreneurship, Mike entered the Financial Services Industry in 2013. Mike is one of the founding partners of Emeritus Wealth and holds his Life, Health, Series 6, Series 63, and Series 65 Licenses. He obtained his "Certified Family Business Specialist “designation (CFBS) through the American College in Philadelphia in 2015.Zach was born and raised in South Brunswick, NJ. Zach attended Rutgers University in New Brunswick, NJ where he was a member of the Men’s Lacrosse Team. He graduated with his Bachelor’s Degree in 2012 and began his career in the Financial Services Industry. Zach has been a registered representative of MML Investors Services, LLC. since 2013, and is one of the founding partners of Emeritus Wealth. Zach holds his Life, Health, Series 7, and Series 66 licenses, and he obtained his "Certified Family Business Specialist” designation (CFBS) through the American College in Philadelphia in the summer of 2015.In our conversation, we discussed:Creating different facets to make finances strong and stable.Real Estate versus Liquid Security InvestmentsBiggest Frustration on the 1031 Exchange and Capital Gains Tax Deferral OptionsConnect with Michael Soroko & Zach Zenda:https://capitalgainstaxsolutions.com/the-different-facets-of-wealth-management-with-michael-soroko-zach-zenda/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
Dec 21, 2021 • 36min
Deferring Tax on Bitcoin with Brett Swarts & Mitch Stephen
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
Dec 20, 2021 • 33min
Becoming a Mindful Millionaire with Leisa Peterson
Leisa Peterson is on a mission to help 1 million people elevate their financial consciousness by helping them realize their true value in the world and beyond. She's had the great fortune to witness 1000s of money breakthroughs while writing her book, The Mindful Millionaire. Her specialty is helping business owners overcome a cycle of scarcity, uncertainty, and economic volatility. They can heal themselves or their sense of self-worth and rebuild amazing confidence so they can build holistic wealth and ultimately semi-retire, which is pretty cool. a time where you can have flexibility and freedom to call your own shots and make a bigger impact.Prior to starting WealthClinic®, LLC, she worked with some of the largest financial and business services companies in the world including Wells Fargo, State Farm Insurance, UNUM Life Insurance, New York Life, Federal Express, Pitney Bowes, Ford Motor Company, and General Motors.In our conversation, we discussed:The Secret to becoming a mindful millionaire.Understanding yourself is a scarcity mindset or an abundance mindset.What's the cheapest way to solve a problem?Trust yourself and trust the decisions that you're making.Connect with Leisa Peterson:https://capitalgainstaxsolutions.com/becoming-a-mindful-millionaire-with-leisa-peterson/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
Dec 17, 2021 • 40min
Transforming Real Estate into Fractional Investments with Yael Tamar
Yael works to make property investing accessible, transparent, and streamlined with SolidBlock, where she is the Co-CEO and Co-founder. Prior to that, Yael has spent almost two decades in the financial markets. She started at a Wall Street broker-dealer as an analyst, moving to M&A and private equity, as well as financial engineering, structuring products and indices for pensions funds and family offices. Yael worked on the largest IPO of an Israeli real estate company on AIM and served as an executive on the largest MVNO in Israel that was listed on NASDAQ.Yael has co-founded several fintech startups, a successful marketing company in the blockchain space, and an import/export company that was acquired. Also a regional co-chair at FIBREE, the Foundation for International Blockchain and Real Estate Expertise, the leading international network for exchanging knowledge between the real estate industry.Yael is an influencer, who has appeared as a guest speaker in over 50 conferences and events, has a podcast (Apple podcast, Spotify: BlockSolid), and a full course on tokenization. Was listed in Top 25 Blockchain and Cryptocurrency Speakers and 100 Most Inspirational Women In Blockchain.In our conversation, we discussed:Freedom to create or give economics to people.Transforming real estate in fractional investments.REAT versus the Aspen Coin.Primary and Secondary Market offerings.Connect with Yael Tamar:https://capitalgainstaxsolutions.com/on-the-next-generation-of-venture-funding-with-yael-tamar/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
Dec 15, 2021 • 37min
Transforming Lives Through Real Estate With Matt Faricloth
Matt Faircloth has been an active real estate agent since 2002. He founded The DeRosa Group in 2006. A real estate investment company that specializes in buying and renovating residential and commercial properties. The vision is to do just that to help you to get transformational life through real estate and is focused on maximizing investor returns while providing high-quality spaces for sale and for lease, and they are a perfect, perfect company committed to making money or making a difference. He’s been investing full time for 15 years, involved in a lot of different real estate ventures from fixing flips, and single-family homes and tax liens, and all kinds of other fun stuff. His primary focus is multifamily. But we also get involved in some other alternative assets too. He also own an office building that is cut up into a Regis-style office complex, but hia primary passion is providing amazing above-bar housing for people.In our conversation, we discussed:The Secret to Transform Lives Through Real EstateConcept of TrademarkingHow to find good solid dealsDeferred Sales Trust vs Delaware Statutory TrustConnect with Matt Fairclothhttps://capitalgainstaxsolutions.com/transforming-lives-through-real-estate-with-matt-faircloth/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
Dec 13, 2021 • 26min
Deferring Capital Gains Tax When Selling Cryptocurrency with Felipe Vogel
He is out of Nicaragua, he's current undergraduate studying business administration in computer information systems. One of his greatest passions is learning about new technologies, and he's invested in learning understanding how to implement blockchain technology in real-world use cases.In our conversation, we discussed:What is Ethereum Blockchain?Selling XRP Ethereum CryptocurrencyConnect with Felipe Vogelhttps://capitalgainstaxsolutions.com/deferring-capital-gains-tax-when-selling-cryptocurrency-with-felipe-vogel/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
