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
Jun 21, 2021 • 37min
Building Your CRE Wealth Formula with Buck Joffrey MD
Buck Joffrey, MD is a surgeon turned serial entrepreneur and the real estate professional with nearly one billion dollars in real estate transactions including $400 million commercial real estate current AUM. He is also the host of Wealth Formula PodcastHe started as a physician and was trained in neurosurgery and then plastics. He got into the edge of entrepreneurship after he read Robert Kiyosaki's book called Cashflow Quadrant and started really looking at entrepreneurship and started that with his own practices, then branched out into other businesses. In our conversation, we discussed:Redefining wealth as the freedom to do what you want with your lifeInsights on the Potential Biden Tax Law changesInvesting in cryptocurrencyConnect with Buck Joffrey:Website: wealthformula.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
Jun 19, 2021 • 4min
How Brett Swarts Get Into Real Estate, and Capital Gains Tax Solutions
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Jun 18, 2021 • 33min
Breaking the Multifamily Real Estate Cap Gains Tax Challenges with Brent Sprenkle
Brent Sprenkle is a Commercial Real Estate broker with a company called Berkadia. He is situated in Los Angeles. He's been in the business for about 22 years. He primarily sells apartment buildings here and locally. He also tries to buy apartment buildings here and there when he can. He helped a lot of people avoid paying capital gains by engaging in 1031 exchanges or doing some other creative things. He also wrote a book, A Billion-Dollar Portfolio.Brent Sprenkle is also a Math guy. He actually has a Degree in Mechanical Engineering with a Minor in Math. He worked on DirecTV satellites for about three years, it was not as exciting as it sounds and as it turns out, he wasn't that great of an Engineer. This was his turning point. He moved on to a new career, influenced by friends to buy apartment buildings. One of the things that he believes really helped him was that he was very quick with Math. He can look at a deal and size it up to figure out what it was worth, how to evaluate it. But more importantly, as a principle for buying properties, he can pretty quickly look at a deal and determine if there's a look halfway decent on the surface. In our conversation, we discussed:How to make sure you're underwriting a deal correctly?Overview of Deferred Sales TrustBrand New Depreciation ScheduleState of the multifamily marketConnect with Brent Sprenkle:Website: berkadia.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
Jun 16, 2021 • 37min
Breaking the Luxury Real Estate Cap Gains Tax Challenge with Julia DeLorme
Julia DeLorme is one of the top luxury real estate agents. She was recently at the top 1% of Southern Beach Agents nationwide. She sold over $85 million dollars in luxury real estate in Hollywood Hills.At a young age, she visits construction sites with her father who is a Hotel Developer. Julia has a well-rounded approach to buying and selling real estate. She found her way from advertising into 1031 exchanges, and then into residential real estate and she's been selling residential real estate for 7 years. She worked at Sotheby's and now with Douglas Elliman who is working with the Altman Brothers, one of the world-class top real estate brokerage firms in the world. She has a great hands-on approach with her clients to finding value and making sense of real estate.In our conversation, we discussed:Illustration of how Deferred Sales Trust worksWho is the trustee to the trust and who's helping facilitate that?Restrictions of Deferred Sales TrustFrequently asked question on Deferred Sales TrustConnect with Julia DeLorme:Website: juliadelorme.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
Jun 14, 2021 • 31min
Being your Partner, Not Just your Accountant with Sabrina Wilcox
Sabrina Wilcox is a Certified Public Accountant. She graduated with honors from Central Michigan University with a Bachelor of Science Degree in 2007. She then graduated from the Accounting Program at Lansing Community College, completing the necessary coursework to sit for the CPA exam. After passing the CPA exam in 2009, she joined a small CPA firm. She prepared individual corporate partnerships and trusts in the state and nonprofit returns. She also participates in tax planning, consulting as well as handling IRS correspondence related to pass, do taxes and penalties. Sabrina kind of knew early on that she liked working with numbers. She likes the puzzle-solving that comes along with being an Accountant. So that kind of steered her in that direction, career-wise. She is now with Admin Books, which is a Strategic Alliance of Capital Gains Tax Solutions.In our conversation, we discussed:Admin Books as a one-stop-shopQuickBooks Online Pro ApplicationCommonly asked questions of high net worth clientsConnect with Sabrina Wilcox:Website: adminbooks.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
Jun 12, 2021 • 3min
How Brett Swarts Started The Capital Gains Tax Solutions
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Jun 11, 2021 • 34min
What to do when market fundamentals are undeniably out the door with David Young
David Young is the Founder and Chief Executive Officer of Anfield Capital Management, LLC. With over 30 years of investment experience, David has worked with many of the largest and most sophisticated institutional and private investors in investment strategy, portfolio management, and asset allocation. At the end of 2008, he retired as Executive Vice President with Pacific Investment Management Company to rejoin the U.C. Irvine Merage School of Business as Adjunct Professor of Finance, and create Anfield Capital Management, LLC. From 1999 to 2006, David was head of PIMCO’s account management group in London where he built a team of 25 investment professionals managing over 200 client accounts and approximately $50 billion in assets across the UK, Europe, the Middle East, and Africa. In our conversation, we discussed:Smart decisions to make in the world of post-COVID-19Two different dynamics, the real economy, and the financial economyWhat is the value of the deferred sales trust in the current time?Donor-Advised fundsHigh conviction tips for investorsConnect with David Young:Website: anfieldcapital.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
Jun 9, 2021 • 28min
Improving Your Life Through Real Estate with Scott Lewis
Scott Lewis is the co-founder and Chief Executive Officer of Spartan Investment Group, LLC (SIG). As the CEO, Scott is responsible for the strategic direction of the company and ensuring it aligns with SIG’s mission to Improve Lives Through Real Estate. In addition to Spartan, Scott is also in the US Army Reserves and a combat Vet. Scott graduated from Michigan State University with degrees in Chemistry and Marketing, from Catholic University with an MS in Management, and from Georgetown University with a Certificate in Project Management.Scott Lewis focuses heavily on self-storage. He does everything from finding their own deals, funding, and then operating them both from asset management, property management, and also construction management. In our conversation, we discussed:The unique advantage of self-storageThe best secret to finding quality value add self-storage opportunitiesRecapitalizing the assetNegotiating StrategyConnect with Scott Lewis:Website: spartan-investors.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
Jun 7, 2021 • 27min
Passive Investing In CRE with James Kandasamy
James Kandasamy is the co-founder of Achieve Investment Group, a multifamily investment company, and he's passionate about helping invest passively in commercial real estate. He has over seven years of experience in real estate and more than five years in multifamily acquisitions and asset management. He has identified, underwrote, and oversaw the acquisition process of about $180 million of quality multifamily investments, and 10 plus assets and still growing. Right now the average IRR in their portfolio is more than 20%. He is also the author of the Passive Investing in Commercial Real Estate book with 85-star reviews on Amazon. This book gives you insider secrets to achieving financial independence.In our conversation, we discussed:How and where to find deals to investWhat would a brand new depreciation schedule on every deal mean?His thoughts on the new buying tax plan as it pertains to investment and real estateConnect with James Kandasamy:Website: achieveinvestmentgroup.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
Jun 5, 2021 • 3min
How The Deferred Sales Trust Works, Who this Works for, And Its Benefits with Brett Swarts
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