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
Aug 27, 2021 • 28min
Change your Life with Rental Property and Real Estate Investing with Dustin Heiner
Dustin Heiner is from the great state of Arizona. He also spent some time in Fresno. He is the host of Master Passive Income, a blog, and podcast about investing in real estate and rental properties. It's his desire to help you heal and help you succeed in investing in real estate rental properties. Master Passive Income is committed to helping you on your business journey by sharing insights into how to be successful real estate investing in rental properties.Dustin Heiner's desire is to give away as much free information as possible through his blog to help as many people as possible. He wants to help people quit their jobs and replace their income with passive income from rental properties.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
Aug 25, 2021 • 31min
Save Time and Grow Business through Experimentation and Optimization with Trevor Ewen
Trevor Ewen has a passion for helping people automate in the industry they're in particularly in commercial real estate. He is an experienced Software Engineer and Project Manager. He has overseen full-stack teams in clean energy insurance, finance, and media. Notable engagements include Morgan Stanley, HBO, Bloomberg, Honest Buildings and so much more. He has an MBA from London Business School and an MBA from Columbia Business School. He is currently the Chief Executive Officer of Southport Technology Group and sourcing with Southport Ventures to buy and grow niche software businesses.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
Aug 23, 2021 • 25min
Clear CRE invesment structures with Michael Episcope
Michael Episcope is a principal of Origin, co-chairs the Investment Committee, and oversees investor relations, marketing, and company operations. Michael brings 25 years of investment and risk management experience to the company and believes that calculated risk-taking in inefficient markets is the key to building wealth.He frequently shares his knowledge with individual investors on Origin’s blog, Forbes, ValueWalk and HuffPost, and his expertise has made him a frequent speaker on real estate investment panels and podcasts.Michael is the former president of the DePaul Real Estate Alumni Alliance and a sustaining sponsor of the DePaul Real Estate Center. He has been a Vistage member for more than six years and lives in Chicago with his wife and three children. He enjoys traveling with his family, snowboarding, and frequents ski resorts all over North America.In our conversation, we discussed:Ways in helping clients and credit investors transform the way they invest in commercial real estateOn how winning looks when mitigating riskFund structure and strategies 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
Aug 21, 2021 • 3min
Becoming a Capital Gains Tax Solution Expert 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
Aug 20, 2021 • 31min
Growing Your Wealth Through Real Estate With Dr. Nate Lambert
Dr. Nate Lambert is a real estate investor, a world traveler, 45 countries, and counting. He's a psychology Ph.D., 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 thousands of people become real estate millionaires.Dr. Nate Lambert is also the author of the Amazon bestseller book, Active Life Passive Income.In our conversation, we discussed:How to pay 66% less in taxes?Accelerated bonus depreciation strategyPay your kids strategyZenith MastermindLove 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
Aug 18, 2021 • 26min
Understanding Rollovers for Business Startups With Frank Selden
Frank Selden is a tax attorney. He's the founder of 401k ROBS Pros. He's one of the foremost experts in the country on Rollover Business Startups, which is what ROBS's stands for. He's helped thousands of people find the right funding to start their businesses. His desire to help people comes from a passion to make a positive difference. He was a member of the Army National Guard and he provided relief to those in need. As a personal banker, a loan officer, he aided people in sound investment strategies. As a tax attorney, he has advised people on legal ways to protect their assets. And now as a ROB's provider, he helps entrepreneurs fund their business ideas with qualified retirement plans tax-free.Frank grew up in a Dutch Dairy Farm Community where spent most of his life until his early 30s. He didn't really like it very much so he decided to go off in a different direction. He joined the Army National Guard and became a bank officer with a bank in the Pacific Northwest in Watkin County where most of my family is, and really enjoyed the banking career and tell it went through a reorg shuffle where I didn't lose my job, but they basically took all the fun out of it. And a lot of the commission's so I was making a lot less money, I kept the same title. But most of my authority was gone. And I decided I didn't want to play that game anymore. And at the age of 40, I went to law school, use my experience in banking to essentially get involved in self-directed IRAs and rollover business startups right from the very beginning right after law school, and I've been doing that ever since.In our conversation, we discussed:Using 401k or an IRA to finance your own businessWhat is Rollover Business Startups (ROBS) Strategy?Top Reasons why use the ROB strategy? SBA loanLove 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
Aug 16, 2021 • 27min
Investing Made Easy Using Creative Financing Strategies With Bailey Kramer
Bailey Kramer is a real estate investor, entrepreneur, and podcast host. He uncovered his passion for real estate investing when he was 19 years old after reading Rich Dad Poor Dad in his college dorm. Since then, he has focused on acquiring properties using creative financing strategies. He also co-founded an off-market real estate lead generation company that serves investors across the nation called Property Dogs. In his free time, he enjoys traveling, playing sports, and eating delicious food.Bailey Kramer's good real estate resource is Bigger pockets, he started listening to their podcasts and was just consuming information. He then began networking with people in the industry. He was interested in syndications initially. He would go on bigger pockets and look at everybody who had the title syndication in their bio. Fast forward, he started a podcast, a meetup group to expand his network further and share what he was learning. He also joined a mastermind group, to get a stronger network and a better learning experience and increase his education even more. Six months later, he partnered up with somebody he met through the mastermind group, and they began hunting for off-market deals. And that's where they are today where they acquired eight properties in the last couple of months, focusing on creative financing strategies and the fix and flip strategy as well.In our conversation, we discussed:First Property DealCreative Financing StrategiesFinding off-market dealsOutbound marketingLove 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
Aug 14, 2021 • 28min
From Airbnb to Deferred Sales Trust for the Win w/ Stormy Aikins
Stormy Aikins is a Certified Registered Nurse Anesthetist. She worked way up into leadership for that role and she enjoyed it. Her husband has a family-owned dairy distribution business, it started in 1976, they distributed little half-pints of milk to the schools and various restaurants around the valley. She and her husband have always had entrepreneurship at their heart. They got into some real estate and rentals. And it found that that had done quite well, branched out into a couple of rentals in Phoenix Metropolitan area and into Parker.She and her husband are now a client of capital gains tax solutions. And they're here to share their story from Airbnb to Deferred Sales Trust for the win and their challenges, what they liked, what the Deferred Sales Trust.In our conversation, we discussed:Sold, Deferred, and Plan to BuildSell tougher and buy more real estateYes to Deferred Sales TrustConnect with Stormy Aikins:https://capitalgainstaxsolutions.com/from-airbnb-to-deferred-sales-trust-for-the-win-w-stormy-aikins/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
Aug 14, 2021 • 4min
How to Structure 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
Aug 13, 2021 • 30min
Secrets On How To Be A Successful Real Estate Investor With Nitzan Mosery
Nitzan Mosery is an expert in multifamily real estate. He's been involved in real estate for the past 20 years and owned properties nationally and worldwide. He went many years to college but never graduated because he didn't know what he wanted to do back then. His father used to tell him, the two types of people in this world, those that pay rent and those that collect. And that’s how he started on real estate because he always wanted to collect.He is now focused on creating a passive income stream and multifamily investing.In our conversation, we discussed:How to become a successful multifamily investor in today's marketImportance of getting out of debt on forbearance and having liquidity and diversificationHow cryptocurrency is going to pull in real estate acquisitionsLove 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
