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 10, 2021 • 36min
U.S. Economy + Global Market Update with David Young
He's one of the most intelligent and articulate gentlemen that I have the pleasure to be able to work with. In fact, he is the founder and CEO of Anfield Capital. He spent a number of years at PIMCO, one of the larger, larger well-known money management firms in the world. He has an amazing background. He's actually a Chartered Financial analysis designation.He has an MBA with a concentration in finance from Paul’s merge School of Business at the University of California, Irvine, and degrees in Economics and Political Science from the University of California Irvine. He also taught finance and investment courses at the Palmer school, the Financial Times knowledge program and EU in the UK, and CFA exam preparation courses sponsored by the CFA Society of Orange CountyIn our conversation, we discussed:US Economic Economy and Global Market UptakeDollar InflationBase effects, and the transition effects in the laborConnect with David Young:https://capitalgainstaxsolutions.com/u-s-economy-global-market-update-with-david-young/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 TwitterAnfield Capital Management, LLC is a registered investment adviser with the SEC. Registration as an investment adviser does not imply a certain level of skill or training and no inference to the contrary should be made. This interview is for informational purposes only and does not constitute investment advice, an offer to sell, or a solicitation of an offer to buy any securities. While many of the thoughts expressed in this podcast are stated in a factual manner, the discussion reflects only Anfield Capital’s beliefs about the financial markets in which it invests portfolio assets at this time and may change at any time. The descriptions I make are in summary form are incomplete and do not include all the information necessary to evaluate any investment. Prospective investors are referred to our Form ADV 2A for a more detailed discussion of risk factors, which can be (a) found on the SEC's Investment Adviser Public Disclosure website at: http://adviserinfo.sec.gov, or (b) provided upon request.
Dec 8, 2021 • 24min
Strategic Investing in Blockchain Technology with Hamiz Awan
Hamiz focuses on operations, risk management, and overall strategy, the growth of his firm called Plutus21, and he's focused on all things, investing in, especially alternative strategies across multiple, multiple asset types, he has been involved as a principal investor in deals totaling over $50 million on behalf of us as partners and family capital.Growing up in Pakistan, he saw the effects of economic and political instability firsthand, and given this experience, he has motivated him to understand the many problems faced by the developing world and is confident that blockchain technology will be an important part of the solutions.In our conversation, we discussed:Focusing on price to understand the value in businessUnderstand the long-term adoption trend of Blockchain technologyThe value behind blockchain technologyConnect with Hamiz Awanhttps://capitalgainstaxsolutions.com/strategic-investing-in-blockchain-technology-with-hamiz-awan/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 6, 2021 • 30min
Becoming a Best in Class Insurance Agent with David Duford
David Duford is the owner and operator of DavidDuford.com. He specializes in recruiting and training new and experienced insurance agents to become top producers utilizing proven sales and marketing systems such as Final Expense, Annuities, or Medicare Advantage.He’s operating a highly successful YouTube channel with nearly 1400 downloads in a month 37,000 views and he's all things about helping other insurance agents produce and grow their business. Has written 3 best-selling insurance sales books – The Official Guide To Selling Final Expense, Interviews With Top Producing Insurance Agents, and The Official Guide To Selling Insurance For New Agents.In our conversation, we discussed:The secret to becoming a best-in-class insurance agentHow to find good candidates to join your agency thru YoutubeBenefits of final expense, life insuranceTerm Life Insurance vs Whole Life PlanConnect with David Dufordhttps://capitalgainstaxsolutions.com/becoming-a-best-in-class-insurance-agent-with-david-duford/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 3, 2021 • 30min
Becoming a Best in Class Multifamily Investor with Gary Lipsky
As a successful real estate investor in over 1900 units, Gary Lipsky helps friends invest in C-Class Value-Add Multifamily opportunities. Gary typically finds deals in Phoenix and Tucson. He runs several meetups and is a regular on real estate podcasts and at conferences. You can count on Gary for integrity, strong operations, and excellent communication, which have been keys to everything of which he’s been apart.Gary has always been a self-starter, taking on entrepreneurial endeavors and succeeding in his efforts. At the end of 2016, he sold arc, an after-school program, leadership development, and outdoor education company he founded in 2001, which served over 9,000 students daily throughout Southern California. He is a founding board member of the non-profit CORE Educational Service, has been a member of Vistage since 2013, and is an alumnus of the Leadership Southern California program.In our conversation, we discussed:Developing Systems and Processes using Google SheetsPotential solutions on doubling the capital gains tax rateWhat is the biggest obstacle facing commercial real estate operators or syndicators?Connect with Gary Lipskyhttps://capitalgainstaxsolutions.com/becoming-a-best-in-class-multifamily-investor-with-gary-lipsky/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 1, 2021 • 24min
Trading Cryptocurrency with Rhys King
An eCommerce Entrepreneur, Founder & CEO of Star Name Registry, Maps for Moments and Pick a Poem. He has a unique way of taking business concepts and turning them into enterprise-level realities. Star-Name-Registry.com and Mapsformoments.com were formed in 2014 out of my interest and passion for space. He employs 37 members of staff across our offices in Australia, the USA, and the UK.Largely self-taught, he created his business with no more than a few hundred pounds in the bank and no professional help. He researched everything that he needed to know; from marketing, SEO, and website development, to managing finances, hiring staff, and running global operations. Skilled in eCommerce, logistics, marketing, sales, business development, and operational management, he has created companies that go against the corporate grain. He takes best practices and modernizes them. He focuses on creating vibrant and engaging workspaces where teams can learn and thrive. He places the customers and teams at the center of every strategic decision - never sacrificing on quality and always looking for ways to optimize our processes!In our conversation, we discussed:What is Third-Party Hardware WalletKeeping on Third-Party ExchangesGoogle Authenticator and Two-Factor AuthenticationPurchasing CryptocurrencyConnect with Rhys King:https://capitalgainstaxsolutions.com/trading-cryptocurrency-with-rhys-king/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
Nov 29, 2021 • 29min
On Creating a Strong Foundation for your Financial Health with Mark WIllis
He's a strategic alliance and he's a certified financial planner, a three-time number one best-selling author, and the owner of Lake growth financial services, a financial firm in Chicago, Illinois. Over the years he has helped hundreds of his clients take back control of their financial future and build their business with proven tax-efficient financial solutions.He specializes in building custom-tailored financial strategies that are unknown to the typical stock jock stock jockeys attorneys or other financial gurus. He's also the host of Not Your Average Financial Podcast.In our conversation, we discussed:How to design, transfer, and start a new policyBank on Yourself StrategyStart new policy inside DSTConnect with Mark Willis:https://capitalgainstaxsolutions.com/on-creating-a-strong-foundation-for-your-financial-health-with-mark-willis/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
Nov 26, 2021 • 30min
From Working the Fields To Working The Deals with Juan Huizar
Juan is a licensed California Real Estate Broker that has acquired his Certified Commercial Investment Member (CCIM) designation. CCIM’s are recognized experts in brokerage, valuation, and investment analysis. Juan specializes in selling multifamily apartment units as well as residential properties. He prides himself on locating value-added properties that maximize the client’s investment yields. Juan is a detail-oriented entrepreneur.Today he handles everything from finding, funding, designing, managing, and selling investment properties. His diverse experience in commercial and multifamily real estate allows him to develop and navigate a wide range of projects.In our conversation, we discussed:The four Plex and its 30-year financingThe misconception on Cash FlowBiggest frustration on capital gains tax deferralPotential changes in the tax codeConnect with Juan Huizar:https://capitalgainstaxsolutions.com/from-working-the-fields-to-working-the-deals-with-juan-huizar/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
Nov 24, 2021 • 28min
Incredible Opportunities For Investors with Dan Lewkowicz
Dan Lewkowicz is a seasoned real estate veteran with over 15 years of experience in many facets of the real estate industry. Starting his career “house hacking” he quickly moved on to flip houses in and around metro Detroit and eventually created a company called Renaissance Real Estate Ventures which specializes in the acquisition, financing, renovation, and resale of single-family residential properties in the booming city of Detroit, Michigan.Before joining Encore Real Estate Investment Services, Dan was a Senior Advisor at Fortis Net Lease specializing in commercial real estate investment sales. Dan is also a former business development executive for Amazon in Detroit Michigan. Currently, Dan is director of investment sales at Encore Real Estate Investment Services and specializes in shopping centers, medical office buildings, industrial fulfillment centers, quick service restaurants, and automotive repair and parts stores. Of lesser-known fact, Dan possesses industry-leading knowledge on cannabis cultivation and its impact on the economy in general, and industrial commercial real estate specifically. An expert on Multi-Family and the current economic undercurrents facing this asset class in today’s #postcovid world, Dan often expresses the incredible opportunities for investors of all sizes.In our conversation, we discussed:How to find deals on the low inventory marketplacePlaying the principal versus playing the brokerKey metrics of successConnect with Dan Lewkowicz:https://capitalgainstaxsolutions.com/incredible-opportunities-for-investors-with-dan-lewkowicz/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
Nov 22, 2021 • 32min
Make Money While You Sleep with Seth Bradley
Seth Bradley helps attorneys and other high-income earning individuals achieve their financial goals by diversifying their investment portfolios through intelligent, alternative investments in exceptional commercial real estate projects.His passion is educating others on how to passively invest in commercial real estate so that they can quickly scale and enjoy truly passive cash flow while retaining the freedom to focus on their own businesses and careers.He is deeply involved in the real estate industry and intimately in tune with the market, having a comprehensive perspective as a real estate investor, attorney, and broker. His law practice is focused on real estate financing, leasing, acquisitions, and dispositions, as well as asset protection, entity formation, and capital raising.In our conversation, we discussed:Steps on making money while you sleepWays to generate multiple streams of incomeBuilding systems and processesHow Deferred Sales Trust worksConnect with Seth Bradley:https://capitalgainstaxsolutions.com/make-money-while-you-sleep-with-seth-bradley/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
Nov 20, 2021 • 4min
On How To Stay Liquid Without Kicking In Any Tax Consequences with Brett Swarts
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
