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
Nov 19, 2021 • 31min
Inside Secrets Of High Reward Option Trades with Gareth Soloway
Gareth Soloway is the Chief Market Strategist and CFO of www.InTheMoneyStocks.com. He has been an avid swing and day trader since his days at Binghamton University where he studied Economics. After college, Gareth quickly excelled as a financial adviser, helping clients get their financial houses in order. While helping others gain financial independence, he continued to study the day trading and swing trading world, developing a unique market philosophy and proprietary methods. Following his work in the financial sector, Gareth went on to trade alongside professional traders on the institutional side of the business. Unable to tolerate the hype of Wall Street any longer and having an amazing ability to profit using his developed trading techniques, Gareth Soloway decided to partner with his friend and colleague, Nicholas Santiago to form InTheMoneyStocks.com in 2007.Gareth Soloway day trades and swing trade anything and everything. If it is moving, he is trading it. While being able to call tops and bottoms in large caps and the markets, he has a love and great talent for trading small caps. He is known in the trading world as the "Small Cap King."In our conversation, we discussed:Inside secrets of high reward stock tradingBiggest frustration and when it comes to Capital Gains Tax DeferralDiversify your holdings using CryptoConnect with Gareth Soloway:https://capitalgainstaxsolutions.com/inside-secrets-of-high-reward-option-trades-with-gareth-soloway/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 17, 2021 • 23min
Build Wealth Like a Shark with Barry Spencer & Kevin Harrington
Barry Spencer is one of the CO creators of the wealth with no regrets planning process that allows a process that shows financially successful professionals, executives, business owners, and independent women how to live more confidently by having a custom-tailored financial plan, income plan, tax plan, legacy plan, and legal plan.Barry is a registered investment advisor of a boom fish wealth Group LLC, where he's been a co-founder since 2010. They act in the best interest of their clients. He acts as one of the best inches of the clients as a fiduciary for there for his clients.Kevin Harrington launched over 20 businesses that have grown to over $100 million in sales each, have been involved in more than a dozen public companies, and have launched over 500 products generating more than $5 billion in sales worldwide with iconic brands and celebrities such as Jack Lalanne, Tony Little, George Foreman, and the new I-Grow hair restoration product on QVC.A successful entrepreneur over the last 40 years. Involved in numerous projects including being: An Original Shark on the ABC hit, Emmy winning TV show, “Shark Tank.”, The Inventor of the Infomercial, As Seen On TV Pioneer., Co-Founder of the Electronic Retailers Association (ERA)., and Co-Founder of the Entrepreneurs’ Organization (EO).In our conversation, we discussed:How you build your businessHow to take your business to the next phaseUnlock gold mins in 73,000-page tax codeExercise to being so successfulThink about value not costConnect with Barry Spencer & Kevin Harrington:https://capitalgainstaxsolutions.com/build-wealth-like-a-shark-with-barry-spencer-kevin-harrington/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 15, 2021 • 27min
Make Money Work for You with Scott Jarred
As the CEO of Invst, he built his company around a core vision: Crafting the ultimate uncommon experience. Specializing in providing a comprehensive wealth management solution, they have overcome the pitfalls of the micro-specialist. Their goal is to be an industry transformer, continually innovating our anything but traditional approach.Scott Jarred is on a mission to help to make all things investing simple for people through education, guidance, and counsel, and really focused on helping each individual reach their full financial potential. He has unique specialties lying with high net worth individuals that utilize their private client platform to protect and preserve their wealth. This has helped him position himself to help his clients become more financially independent and secure.In our conversation, we discussed:How to make money work for youSet up a financial game board4 Foundational Ways of Building WealthConnect with Scott Jarred:https://capitalgainstaxsolutions.com/make-money-work-for-you-with-scott-jarred/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 13, 2021 • 4min
The Benefits of the Deferred Sales Trust 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
Nov 12, 2021 • 17min
Reason Not To Put Your Money in a 401K with Stephanie Walter
Stephanie Walter started her insurance agency in 2005. Along with building her agency, she began following her passion for real estate and investing in commercial real estate to generate passive income.This led her to founding Erbe Wealth and authoring The Insurance Professional’s Guide to Real Passive Income which outlines five steps any insurance professional can take to reach financial freedom through passive investing.In our conversation, we discussed:Reasons not to put your money in a 401kWhat is real estate syndicationThe Importance of Cash FlowsConnect with Stephanie Walter:https://capitalgainstaxsolutions.com/reason-not-to-put-your-money-in-a-401k-with-stephanie-walter/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 10, 2021 • 36min
On Striking the Perfect Balance Between People, Place and Technology with Frank Cottle
Frank Cottle is the founder and CEO of the Alliance group of companies, and an experienced speaker, strategist, entrepreneur, advisor, business leader, and investor.Since 1979 he's been building flexible workspace companies under the Alliance brand and its predecessor companies, focusing on new ways of working that genuinely meet the needs of today’s entrepreneurs by combining three fundamental components: people, place, and technology.His primary areas of expertise include integrating flexible workspace models to assist with corporate real estate repositioning, investment banking, finance, workplace technology, and business leadership. He is a regular on the conference circuit and frequently consults with multinational firms to plan and formulate strategies for the future of work.In our conversation, we discussed:-Define agility and remote work-Biggest frustration to the 1031 exchange when selling highly appreciated businessesConnect with Frank Cottle:https://capitalgainstaxsolutions.com/on-striking-the-perfect-balance-between-people-place-and-technology-with-frank-cottle/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 8, 2021 • 38min
Future Proofing Your Business with Jayson Siano
He is a rock star when it comes to all things, marketing, and all things Commercial Real Estate, he's really kind of pioneered the way to recall the future-proofing your business as well as in your marketing. He's a nationally recognized leader and content creator in the Commercial Real Estate, Retail Restaurant, Franchise, and Digital Media Spaces. He actually started his Commercial Real Estate career in 2001, a real estate salesperson, and he happened to secure the Starbucks coffee account in Long Island, New York.He shortly thereafter discovered support light while visiting friends in Los Angeles and helped design and execute their early New York expansion. He went on and pursued. He was pursued by CB Richard Ellis, and he became an integral part of their retail services team in 2007. And then, fast forward to 2010 he left CB Richard Ellis to start Sabre a premier cloud-based national commercial real estate firm.In our conversation, we discussed:What is future-proofing your business and why it's important?Why wouldn't I join eXp and what would be the reason?Connect with Jayson Siano:https://capitalgainstaxsolutions.com/future-proofing-your-business-with-jayson-siano/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 6, 2021 • 5min
Number One Piece of Advice you Would Have For Someone Who's Considering This Type of Exit Strategy 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
Nov 5, 2021 • 29min
Acquiring Commercial Multifamily Complexes with Positive Growth Trends with Christopher Lento
Chris Lento is the managing member of EM Capital LLC and has over 16 years of experience in multifamily real estate investing. Chris is focused on acquiring commercial multifamily apartment complexes in markets across the country that exhibit positive growth trends. He is passionate about the role that well-managed, well-maintained economic housing can play in helping to alleviate the current housing crises for middle and low-income families.In our conversation, we discussed:Where and How to find deals for multifamily propertiesBuyer performance and executionFrustration with the 1031 ExchangeConnect with Christopher Lento:https://capitalgainstaxsolutions.com/acquiring-commercial-multifamily-complexes-with-positive-growth-trends-with-christopher-lento/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 3, 2021 • 17min
Talking Real Estate with Brett Swarts & Jon Dwoskin June 26 Episode
When Jon turned 43, he made a career out of being himself. He is an executive advisor, business coach, sales coaching, training, and management coaching, training keynotes, and Founder/Chief Executive Officer of The Jon Dwoskin Experience. He's been called the “business whisperer” because he can see what you cannot see and hear what you cannot hear at your company. His passion extends to myriad non-profit organizations including sitting on the board of Hebrew Free Loan and, as an 18-year cancer survivor, being a mentor with Imerman Angels.In our conversation, we discussed:How to grow your business8020 Principle ImplementationConnect with Jon Dwoskin:https://capitalgainstaxsolutions.com/talking-real-estate-with-brett-jon-june-26-episode/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
