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
Oct 15, 2021 • 29min
Strategies and Income Diversification for your Financial and Time Freedom with Ginny Townsend
She has a background in financial strategic marketing. And she has spent over a decade helping organizations of all shapes and sizes to try out their unique gold allowing them to quickly connect with their ideal clients. She currently works with entrepreneurs and business owners to fully develop a compelling signature offer that speaks their client's language, then helps them craft a strategic webinar based on that offer.She also specializes in filling the virtual room once this webinar is complete, and so much more as well as leveling up your wealth using Airbnb.In our conversation, we discussed:How Airbnb is beautiful for anyone who knows about marketing.Bringing a long-term short-term rental to marketFinding furnishing and filling a profitable long-term short-term rentalConnect with Ginny Townsendhttps://capitalgainstaxsolutions.com/strategies-and-income-diversification-for-your-financial-and-time-freedom-with-ginny-townsend/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 13, 2021 • 35min
Empowering Female Millennials To Be In Control of Their Financial future with Rachel Richards
Rachel Richards. At the age of 27, she quit her job and retired, and now living off over $15,000 per month in passive income. She is on a mission to empower female millennials to take control of their financial future.Financial coach for millennials. Bestselling author of "Money Honey," and "Passive Income, Aggressive Retirement." Real estate investor with almost 40 rental units. A former financial advisor with a BS in Financial Economics from Centre College.And she believes we are in a financial education crisis we're going to talk about and so much more.In our conversation, we discussed:Way to approach the entire concept of retirementPassive income streams and royalty incomeWhere you invest in a rental property?Connect with Rachel Richardshttps://capitalgainstaxsolutions.com/empowering-female-millennials-to-be-in-control-of-their-financial-future-with-rachel-richards/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 11, 2021 • 32min
Selling Crypto Currency and Deferring Capital Gains Tax with Hunter Thompson & Brett Swarts
Having a background in economics has allowed Hunter to achieve a holistic approach to analyzing real estate data and has led me to a unique perspective on out-of-state investing. The goal of his business is to help clients invest in passive cash flow opportunities that provide a healthy return on investment, without the headaches associated with the stock market's volatility. He analyzed and closed residential real estate acquisitions, hard money loans, bridge financing opportunities, commercial and residential syndications, mobile home parks, retail opportunities, and syndicated office space investments. He worked with multiple asset teams across several geographic locations in the US and Canada. His main priority is establishing an extremely diverse portfolio without exposing the client's capital to unnecessary risk.In our conversation, we discussed:Create, Transfer, Sell the Assets to the TrustSelling CryptoCurrencyCan you tie that up to one transaction for a million-dollar exposure?Depreciation to offset the cash flowSeamless Partnership SeparationConnect with Hunter Thompson:https://capitalgainstaxsolutions.com/selling-crypto-currency-and-deferring-capital-gains-tax-with-hunter-thompson-brett/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 10, 2021 • 4min
Selling Bitcoin, Ethereum Capital Gains Tax-Deferred Using the Deferred Sales Trust with Brett Swarts
https://capitalgainstaxsolutions.com/selling-bitcoin-ethereum-capital-gains-tax-deferred-using-the-deferred-sales-trust/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 9, 2021 • 2min
What is 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
Oct 8, 2021 • 40min
On Deciding to Give eXp a Run with Rich Tomasini
Rich Tomasini was exposed to residential real estate around a family appraisal business. These experiences provided him a solid foundation on which to build a successful real estate sales career. He excelled as a realtor, developing and fostering a dynamic team, who in a decade, grew to produce over half a billion dollars in annual sales volume. Yearning for more opportunities and challenges, he joined an innovative cloud-based real estate venture allowing me to leverage my career knowledge. Using his sales skills and savvy developed educational presentations, and innovative realtor training videos, to grow his team of three, into a domestic and international powerhouse teamof more than 800 associated agents, in multiple states and countries.In our conversation, we discussed:Consultation Approach and Building RelationshipsChallenges, Hurdles, and Success Story at eXpOpportunity for eXp Commercial AgentsConnect with Rich Tomasini:https://capitalgainstaxsolutions.com/on-deciding-to-give-exp-a-run-with-rich-tomasini/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 6, 2021 • 27min
Real Estate Investing with Nate Riggs
From an early age Nate Riggs knew exactly what I wanted to do; serve others and help them live their best life now. He started helping people buy and sell real estate in 2008. He was young and the market was tough, and he knew he needed real-life experience if he was going to be a valuable asset to anyone. Answering the desire to serve other's he joined the US Navy as a helicopter Search and Rescue Swimmer in 2010. He never lost his passion for real estate and continued to follow the trends in the market. Now, ten years later, he’s building on the values and principles he gained while serving as a SAR Swimmer.He spent 10 years in the Navy. And he's on a mission to help folks, especially in the military house hack. He gets their financial stability going as they're starting out in their careers and their lives and even their second careers as they're moving away from the military.In our conversation, we discussed:The secret to House Hack BuyingDelay GratificationRepairs and Maintainance BudgetConnect with Nate Riggshttps://capitalgainstaxsolutions.com/real-estate-investing-with-nate-riggs/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 4, 2021 • 29min
On Guiding You Through The Home-Buying Process with Kyle Seyboth
Founder of The Seyboth Team, Kyle Seyboth is one of the most trusted and top-selling realtors in Rhode Island. He truly values the trust that his clients place in him and is committed to working hard for every home buyer and seller. His responsiveness to clients and expertise of the local residential and commercial real estate market has earned him the Top Realtor Nationwide for Keller Williams from 2016-2019 and Rhode Island Housing’s Realtor of the Year.He was also recognized as the 2019 #1 National Real Estate Producer by the Wall Street Journal/ Real Trends. In 2019, he sold over 500 units resulting in over 140 Million in sales. As a seasoned property investor as well, he is also sought by real estate investors looking to grow their portfolio in RI and MA.In our conversation, we discussed:How to Become Number One Agent.Investing in Brand and Marketing to Grow BusinessWhat is the way to scale Expenses and Investment?Connect with Kyle Seybothhttps://capitalgainstaxsolutions.com/on-guiding-you-through-the-home-buying-process-with-kyle-seyboth/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 2, 2021 • 5min
Where Did Brett Swarts Find the Deferred Sales Trust And How Could It Help Excel People
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 1, 2021 • 35min
Wealth With No Regrets Co-Creator Barry Spencer
He 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.He 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.In our conversation, we discussed:Create a rock-solid tax planObjection to charitable tax deferral strategiesHow is depreciation calculated in real estateConnect with Barry Spencerhttps://capitalgainstaxsolutions.com/wealth-with-no-regrets-co-creator-barry-spencer/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
