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
Jul 26, 2021 • 28min
Autonomous Security Robots with William Santana Li
William ("Bill") Santana Li is the Founder of Knightscope. He and his partner, have formed a company in response to the tragic shootings at Sandy Hook and Boston Bombings. He has a passion, for creating an affordable platform to reduce both crime and economic burden in places of every facet of society with the right fusion of technologies and social engagement.Knightscope builds fully Autonomous Security Robots, which are a very unique combination of self-driving autonomous technology, robotics, and artificial intelligence, to give our nation's 2 million law enforcement and security professionals, really smart eyes and ears for them to do their jobs much more effectively.Mr. Li earned a BSEE from Carnegie Mellon University and an MBA from the University of Detroit Mercy.In our conversation, we discussed:What are Autonomous Security Robots?The impact on society of these Autonomous Security RobotsMasterplan of KnightscopeThe backstory of how Knightscope startedConnect with William Santana Li:Website: knightscope.comLove 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
Jul 24, 2021 • 3min
How Long Does The Deferred Sales Trust Take 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
Jul 23, 2021 • 41min
Would you rather pay $1M today or 30 years from now with zero interst with Steve Moskowitz
Steve Moskowitz is the founding partner of Moskowitz LLP, A Tax Law Firm. Their tax law firm represents individuals and businesses in tax controversies and disputes, tax litigation, international tax planning, criminal tax defense, tax investigations, offshore banking matters, and tax collection resolution.He has been a tax attorney for more than 30 years. He has made it his personal mission to help business owners, or individual clients, successfully resolve tax issues that go on with their lives. He has extensive knowledge of tax law and a desire for swift and vigorous defense and decades of experience with tax authorities and in the courts. He has unusual perceptive judgment in assessing the best way forward and the right resources to achieve resolution.In our conversation, we discussed:Diversification and be liquid with it with the investmentOvercoming false beliefsTax Deferral StrategiesConnect with Steve Moskowitz:Website: moskowitzllp.comLove 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
Jul 21, 2021 • 23min
Why Good Relationship Matters In Real Estate With Bill Hamel
Bill Hamel has been in multifamily residential real estate for about 27 years. He had been investing in a lot of small properties. As he learned the business and property management and very well through that process, he recently pivoted to focus on scaling into much larger apartment communities.He currently focuses on commercial multifamily real estate in New York’s Capital Region and the Tampa Bay Area of Florida. He has been actively investing in small to medium size multifamily properties since the 1990s. Over that time, he accumulated and managed a portfolio of 40 properties consisting of 200+ apartments in the Albany, NY market.In our conversation, we discussed:Tips on building good relationshipsDealing with time constraints, specifically in such a hot market. High tenant retention and high tenant referralsConnect with Bill Hamel:Website: hamelrealestate.comLove 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
Jul 19, 2021 • 40min
Growing Your Business And Moving To The Next Level of Real Estate Investing with Zack Boothe
Zack Boothe was a window washer at 17. He has window cleaning tutorial videos on YouTube with millions of views. Although he achieved success with his window cleaning business, he always dreamt of being a real estate investor. Taking a leap of faith, he walked away from window cleaning, and within a handful of years, he was making over a million dollars per year from real estate investing. He and his team now spend much of the time giving back as much as they can to help others get started in their company in the competitive game of real estate.Zack Boothe has done over 300 real estate deals and has generated millions. Over the years he made a lot of mistakes and has learned a lot of lessons (sometimes the hard way), and built a dream real estate business.In our conversation, we discussed:What is Real Estate Wholesaling?Overcoming an objectionThe next best step to getting started in Real Estate WholesalingWhat is the 40K's in 40 days challenge?Deal Machine AppConnect with Zack Boothe:Website: dfdmastery.comLove 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
Jul 17, 2021 • 4min
How Brett Swarts Got Started Investing in Real Estate
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
Jul 16, 2021 • 46min
New Trend in Building Wealth Outside The Wall Street with Anthony Faso and Cameron Christiansen
Anthony Faso and Cameron Christiansen are two gentlemen who has a passion for helping people create and preserve more wealth. They are consultants and hosts of the Infinite Wealth Podcast, and they're also the Founders of Infinite Wealth Consultants. They are from Las Vegas. One of them has served in the US Army and is a self-describing recovering CPAAnthony Faso served in the US army and a self-described, recovering CPA. He has been a CPA for over 20 years. At some point, he is challenged to find something different until he read the two major books that changed his perspectives, Rich Dad, Poor Dad, and Becoming Your Own Banker by Nelson Nash. He incorporated both of these books into his financial advising practice and CPA firm. He then realized that he can't be a jack of all trades, master of none. He wanted to be an expert in one area. So he sold his firm and has been an Infinite Wealth Consultant full time ever since.Cameron Christiansen, on the other hand, moved to Las Vegas 17 years ago and he immediately started a small business. Just like Anthony, he was influenced by the book he read by Nelson Nash. He started sharing with other business owners what he knew and then people were starting to ask for advice. He became an advisor in the industry for 11 years now. He then met Anthony, and just a couple of years ago, they partnered in Infinite Wealth Consultants.In our conversation, we discussed:What is Infinite Banking?Opportunities to create cash flowThe average rate of return and where are the funds invested?Asset ProtectionConnect with Anthony Faso and Cameron Christiansen:Website: infinitewealthconsultants.com, infinitewealthconsultants.com/cresecretsLove 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
Jul 14, 2021 • 41min
Long-lasting Wealth Through Passive Income Investment with Neal Bawa
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
Jul 12, 2021 • 36min
Becoming a top five CoStar CRE advisor with 1,400 closings with Randy Blankstein
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
Jul 10, 2021 • 7min
How Brett Swarts Became an Expert with 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
