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 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
Nov 1, 2021 • 24min
Talking Real Estate with Brett Swarts & Jon Dwoskin June 19 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:Fundamentals of Commercial Real Estate BrokerageKnowing your MetricsConnect with Jon Dwoskin:https://capitalgainstaxsolutions.com/talking-real-estate-with-brett-jon-june-19-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
Oct 30, 2021 • 5min
On What is a 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
Oct 29, 2021 • 35min
Brett Swarts shares his story from Cheesecake Factory to Founder of Capital Gains Tax Solutions Nate Lambert
Dr. Nate Lambert is a real estate investor, a world traveler, 45 countries, and counting. He's a psychology PhD, the father of five boys, a philanthropist, and an international speaker. He flips roughly 20 houses annually and has over 50 rental properties, numbers that continue to grow every year, he has helped more than 180 people find the right real estate deals in 46 states. His goal is to achieve over $100,000 per month in passive income and to help over 1000 people become real estate millionaires.He helps equip people with the knowledge, skills, and resources to get into their first investment property without all the stress, worry, and anxiety of having to figure it out yourself.He created systems that give him the time freedom to do what he wants when he wants, where he wants, and with whom he wants for how long he wants.In our conversation, we discussed:How to become such a successful entrepreneurStory of struggle and successOpportunities for personal growthWhat is the Deferred Sales Trust mechanismHow to save on the Capital GainsConnect with Dr. Nate Lambert:https://capitalgainstaxsolutions.com/brett-swarts-shares-his-story-from-cheesecake-factory-to-founder-of-capital-gains-tax-solutions-nate-lambert/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
Oct 27, 2021 • 25min
SPECIAL SERIES CRE Brokerage Training with co-host Brett Swarts with Jon Dwoskin
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:Value is based on benefits, not featuresListening for windows of opportunityBringing on a mentorDefine interest generatorConnect with John Dwoskin:https://capitalgainstaxsolutions.com/special-series-cre-brokerage-training-with-co-host-brett-swarts-with-jon-dwoskin/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
Oct 25, 2021 • 27min
Talking Real Estate with Brett Swarts & Jon Dwoskin
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:The biggest obstacle facing commercial brokersWhy conditional close is the hard oneThe cadence of keep goingConnect with John Dwoskin:https://capitalgainstaxsolutions.com/talking-real-estate-with-brett-swarts-jon-dwoskin/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
Oct 22, 2021 • 32min
Listing Luxury Real Estate with Michael LaFido
Michael LaFido the founder of the Marketing Luxury Group, assisting other real estate agents, brokers, and affluent homeowners by providing top-tier services including consulting, lifestyle marketing, public relations, and coaching to help agents and owners sell their luxury homes; utilizing proven and innovative strategies. The Marketing Luxury Group has been recognized as the ‘Best Property Consulting/Marketing’ by the International Property Awards.Michael has created the nationally recognized luxury designation for real estate agents which is known as Luxury Listing Specialist (LUXE). This designation establishes an in-depth and detailed set of standards for agents that represent luxury homes and is currently offered for Continuing Education (CE) for real estate agents in Texas and Georgia. The training is based on the same principles Michael outlines in his book, “Luxury Listing Specialist” that he teaches to agents across the world.In our conversation, we discussed:The secret for a listing luxury specialistObtaining More High-End DealsDiversifying PortfolioConnect with Michael Lafido:https://capitalgainstaxsolutions.com/listing-luxury-real-estate-with-michael-lafido/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
Oct 20, 2021 • 30min
Building Wealth With Value-Add Entitlement Deals With Adam Gilbert
Adam Gilbert is a third-generation resident of Palm Springs and an entrepreneur involved in various fields related to real estate. Adam began his career as a civil litigation attorney and quickly found his passion for real estate focusing his skills on Sales and Development. As a principal and President of The Firm Commercial, Adam leads a team of dedicated agents with offices in Palm Springs & Palm Desert, CA, specializing in commercial real estate sales, leasing, land acquisition, development, government relations, and value-added entitlement deals.As a principal of Gilbert Avriette Vacation Rentals, Inc., Adam managed 35+ vacation rentals throughout the Coachella Valley. Gilbert Avriette Vacation Rentals was acquired by Turnkey Vacation Rentals in June 2018. Adam also works as a real estate development consultant advising on development projects from land acquisition, entitlement, and build-out throughout the Coachella Valley.In our conversation, we discussed:Zoning and General PlanningActual Process of Drafting a PlanGetting Opinion from Architect and Engineer DesignerConnect with Adam Gilbert:https://capitalgainstaxsolutions.com/building-wealth-with-value-add-entitlement-deals-with-adam-gilbert/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
Oct 18, 2021 • 32min
Auto Filings and Auto Payments with Charles Read
He has 50 years of financial leadership experience in a broad range of industries including being a licensed certified public accountant. His background stretches across accounting tax manufacturing, construction, information technology, marketing, transportation, logistics, human resources, wholesale distribution, insurance, credit, and more. He has held his series seven and 6366 licenses. And one of the most interesting things that I found is he's one of only 86 people in the last 16 years to pass the US Tax Court, non-attorney practitioners examination, which enables him to represent clients in the US Tax Court without being an attorney.In our conversation, we discussed:What if the stepped-up basis is taken away?Tax without being an attorneyTax Laws and the Incentive for Business OwnersConnect with Charles Read:https://capitalgainstaxsolutions.com/auto-filings-and-auto-payments-with-charles-read/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
Oct 16, 2021 • 4min
The Main Difference of 1031 Exchange Versus 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
