

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 27, 2025 • 16min
60-Day Cash Flow, No Property Ownership with Daanish Azim
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 Linked In

Dec 25, 2025 • 47min
The No-BS Guide to Insurance with Wallis Tsai
In this chat with Wallis Tsai, a former Goldman Sachs investment banker and co-founder of Above Board, they dive deep into insurance basics and wealth planning strategies. Wallis shares insights from her impressive background, emphasizing a no-nonsense approach to insurance. She discusses the importance of regular reviews, disaster mitigation, and tax-efficient wealth accumulation. Wallis also explains how to utilize trusts for asset appreciation and clarifies the differences between whole life and variable insurance products. Her focus on understanding client goals is both refreshing and practical.

Dec 23, 2025 • 38min
Scalable Strategies for Business Growth with Mark Willis
Mark Willis, a Certified Financial Planner and Bank on Yourself expert, shares his transformative journey from the Great Recession to financial independence. He discusses the power of EADs (Eliminate, Automate, Delegate) to streamline business efforts and the importance of after-action reviews in refining processes. Mark highlights using AI for creative brainstorming and the benefits of whole life policies as a solid financial strategy. His insights on stewardship versus ownership add depth to the conversation, making it a must-listen for business growth enthusiasts.

Dec 20, 2025 • 48min
Built 8–9 Figure Businesses With Zero Industry Experience with David Guttman
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 Linked In

Dec 20, 2025 • 30min
Passive Income for High-Net Entrepreneurs with George Stefanou
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 Linked In

Nov 23, 2025 • 42min
Family Office Investing & Tax Strategies with Mark Miller
Mark Miller, seasoned financial expert and CEO of Hilton Wealth, shares valuable insights from his 40 years in managing family offices. He highlights the importance of transitioning to holistic legacy planning when reaching a net worth of $10–12 million. Mark delves into the need for safety in investments compared to retail focus and emphasizes building coordinated teams to avoid costly mistakes. He also discusses innovative tax strategies, the significance of diversified portfolios, and the staggering $84–100 trillion generational wealth transfer that requires careful stewardship.

Jun 15, 2025 • 44min
Faith, Leadership, and Stewardship with Reggie Brooks
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 Linked In

May 21, 2025 • 38min
Wealth Preservation: Gold & Silver with Dana Samuelson
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 Linked In

Apr 14, 2025 • 36min
Navigating the Real Estate Maze with Frank Rohde
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 Linked In

Apr 10, 2025 • 36min
Using Blockchain to Upgrade the Auto Industry with Alex Rawitz
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 Linked In


