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
Sep 29, 2021 • 26min
Launching Your Multifamily Business with Shawn Dimartile
Four years ago he came to the realization that the traditional path of working a 9 to 5, being stuck in the rat race, and saving in a 401(k) until he was 65 was not the road to the wealth he wanted to follow.So after studying various asset classes, he came to realize the power of multifamily real estate for generation generating wealth. And since then, he's acquired 32 units and maybe a little bit more and dedicated himself to helping others learn more about the incredible potential of the multifamily asset class.Since this realization, he acquired 32 units and dedicated himself to helping others learn more about the incredible potential of this asset class through his podcast.In our conversation, we discussed:Finding Mentors or Partners to Partner WithGood Work EthicDST is a Solution Alternative for Failed 1031 ExchangeEliminate Private Equities Covered at Tax BreakConnect with Shawn Dimartilehttps://capitalgainstaxsolutions.com/launching-your-multifamily-business-with-shawn-dimartile/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 TwitterCapital Gains Tax Solutions Tiktok
Sep 25, 2021 • 2min
Primer on a 1031 Exchange with Brett Swarts
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Sep 24, 2021 • 25min
Creating a Brand with Alex Sanfilippo
Alex Sanfilippo started his first business at the age of 12, selling used golf balls. From there he went on to a real estate investing and technology startup, which he sold two years later, for the past decade. He went into aerospace and worked way up from a part-time employee all the way to a senior executive in a large publicly traded organization. During his time in corporate America, he stayed active with his side hustles which mainly consisted of conference speaking in business coaching. He is also the founder of the lean SaaS startup, PodMatch.comIn our conversation, we discussed:Creating and Leveling Up your Online BrandHow to Apply 8020 Principle for a Business PlanWhat is doing things that don't scale means?Establishing a strong brand.Connect with Alex Sanfilippo:https://capitalgainstaxsolutions.com/creating-a-brand-with-alex-sanfilippo/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
Sep 22, 2021 • 29min
Qualified Small Business Stock Exclusions with Brandon White
Brandon White is an entrepreneur with two successful exits so far under his belt, he worked for two venture capital firms and marketing and at a $200 billion internet company and has been a CEO of venture-backed companies. He's been featured in Forbes Entrepreneur Magazine, Success Magazine, Fast Company. He took all this experience with him and he means teams his powerful mindset tunes his body and cookie builds businesses and developed a new framework as a shortcut for himself. He easily turns his ideas into products, products into businesses, and quickly ramps up sales.A lifelong entrepreneur had a few stops in between as a venture capitalist working for two venture capital firms. He built an online business that generated a six-figure passive income for me for over a decade, a clothing business, and a technology company. For Brandon having dyslexia is a gift given and he turns it into a great work ethic and a desire to compete and to do great things. In our conversation, we discussed:The secret to the Qualified Small Business Stock ExclusionDeferring Taxes in the QSBSEstate Tax and Stepped-Up Basis on ExclusionLove 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 TwitterCapital Gains Tax Solutions Tiktok
Sep 20, 2021 • 36min
On Becoming Financially Free through the Principles of Wealth Creation with Curtis May
Curtis May is out of the great state of Philadelphia, and He is the Creator and owner of The Practical Wealth Advisors. And the host of The Practical Wealth Show Podcast, the primary focus of his financial planning firm is to help individuals and families become financially free by following the principles of wealth creation that have endured for centuries around the world.He is part of the Prosperity Economics movement and is dedicated to breaking down each client’s unique financial situation so they can rebuild it to fit their ideal lifestyle. In our conversation, we discussed:Principles on Building Practical WealthWhat is Prosperity Economics?EITC Velocity MethodPractical Step on Getting into the Velocity MethodLove 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 TwitterCapital Gains Tax Solutions TikTok
Sep 18, 2021 • 2min
Some of the Different Decisions That Brett Swarts Made In His Life To Get To This Point In His Journey
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Sep 17, 2021 • 29min
Fresh Outlook and Perspective on Real Estate with Jeb Smith
A Real Estate Broker Associate with Coldwell Banker Residential Brokerage in Huntington Beach, California, Jeb Smith offers his clients the benefits of his more than 15 years of experience in real estate and mortgage lending. He has handled many complex transactions for his clients, including short sales, bank-owned properties, and luxury residential properties. While he was at Re/Max, his previous company, Smith successfully handled a large number of transactions, which helped him to achieve memberships in the Platinum and 100 percent clubs. Smith is a graduate of the realtor institute.Jeb Smith has a work philosophy that is centered around his clients. He strongly believes that his clients should be his top priority and works to provide them with exceptional service at all times. Smith relies on his extensive knowledge and his understanding of both the real estate and mortgage lending industries in order to secure the best results possible for his clients. His attention to detail and service focus combine to make him an asset to both buyers and sellers. In order to offer the most help to his clients, Smith stays current with market trends so that he can make the best recommendations possible. Smith believes that it is important to develop long-lasting relationships with his clients, and he makes himself available whenever they have questions. In our conversation, we discussed:Perspective on what we're seeing in today's real estate marketplaceWhat is 121 exclusion?Overview on the structure of Deferred Sales TrustLack of supply for buyersProviding feedback and guidance on clientsLove 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
Sep 15, 2021 • 26min
Innovative Solutions in Acquiring and Disposing Industrial Assets with Adam Abushagur
Adam Abushagur specializes in the acquisition and disposition of single-tenant and multi-tenant industrial assets in the southwest market. His daily mission is to support clients but in engineering innovative advisory solutions designed to bridge their objective today's up today with their goals of the future whether involves industrial acquisition or disposition, complex sale-leaseback advisory services, or capital markets debt structuring.In our conversation, we discussed:The problem facing commercial real estate brokersBiden's proposition and how may affect the sellerTiming on buying or seller something higher on 180 days laterLove 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
Sep 13, 2021 • 28min
On Becoming Financially Free Through Passive Income with Dr. Axel Meierhoefer
Dr. Axel Meierhoefer has a successful career in the Air Force as an Assistant Director of Operations. He founded a consulting company in 2005, the great recession brought some turmoil around 2009, and which kind of helped him transition into real estate. Where he now helps people create and preserve our wealth by buying one to four-unit complexes throughout the United States and other locations.In our conversation, we discussed:Defining performance based on how you have a clear vision for winning.Selection of the turnkey providerProperty RenovationLove 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
Sep 10, 2021 • 35min
On Measuring and Monitoring Financial Assets and Value in Life with Noah Rosenfarb
Noah Rosenfarb is a 3rd generation CPA that helps high-net-worth entrepreneurs find legal ways to avoid taxes and increase cash flow, sell their companies successfully, manage their wealth, and create predictable passive income. He is a personal financial advisor for a dozen families with a net worth of over $20 million through his family office.He has over 20 years of personal experience investing in real estate, and has built a portfolio of 3,500+ apartment units and 500,000 sq ft of office buildings and retail shopping centers. In our conversation, we discussed:What is the proper way to due diligence?Conservation Easements StrategyRed face testGetting an independent third party tax opinionLove 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
