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
May 15, 2021 • 6min
How Deferred Sales Trust Works with Brett Swarts
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May 14, 2021 • 31min
Increase Sales by Showing Up Higher on Google Without Paying for Ads with Damon Burton
Damon Burton helps companies grow and show up higher on Google for words that they can monetize. His clients and businesses have been featured on Shark Tank and recognized by Inc. I think seek magazine as well as a consultant for Dollar Shave Club and Dan Locke. This online marketing expert has beat billion-dollar companies at their own game and has proven strategies to grow your business. He has an amazing new book called out called Outrank.Damon Burton had been of stay in the lane of SEO for 14 years. He believes that SEO is needed to grow your business through organic reach, increase your sales, and eventually, sell this for a bazillion dollars.In our conversation, we discussed:What lights him up about being able to do for businesses and his clientsStrategies to help clients implement to rank higher on GoogleSteps that will help you succeed in your businessLove 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
May 12, 2021 • 34min
Cutting through the BS to put you back in charge of your wealth with Michael Lynch, CFP
Michael Lynch is the award-winning financial planner and the author of Keep it simple, Make it Big. He is a Certified Financial Planner with nearly twenty years of experience working with American families to craft plans that fund their dreams, educate their children, and finance their retirement.Michael Lynch has been doing financial planning with businesses and business owners, professionals, and even janitors for about 20 years. He got into it after a successful career in media, in the think tank world. He is passionate about helping people really live the best life they possibly can and finance it. He accumulates wealth, uses wealth, and enjoys their life.In our conversation, we discussed:The Platinum rule says to treat people the way they want to be treated.Clarify your wealth plan and clarify what's real.Some of the biggest secrets for high net worth individuals to keep it simple and not make mistakes with the wealth accumulated.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
May 10, 2021 • 38min
Deferred Sales Trust Investing made simple with David Young, CFA, former Executive VP at PIMCO
David Young is located in Southern California, and he is the founder and chief executive officer of Anfield Capital Management LLC. With over 30 years of investment experience, he has worked with many of the largest and most sophisticated institutional and private investors in the investment strategy with an investment strategy, portfolio management, and asset allocation. At the end of 2008, he retired as Executive Vice President with PIMCO to rejoin UC Irvine Merge School of Business as an adjunct professor of finance, and create Anfield Capital Management LLC. From 1999 to 2006 he was the head of PIMCO, his 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, and the Middle East and Africa. He spent his career in the investment management business. At one point, he wanted to kind of rediscover his passion for the art and science of managing money, so he saw an opportunity to kind of step to the side and work with a different type of client, financial intermediaries, interesting types of transactions and get back in touch with the clients. In our conversation, we discussed:What is the deferred sales trust? Is it legal? How does it work?The expected return and required returnInvestor's risk toleranceDiversification liquidityLove 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
May 8, 2021 • 6min
What is a 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
May 7, 2021 • 33min
Cash flow and grow your business with Tyler McBroom, CPA
Tyler McBroom has a passion for helping you to gain more cash flow and grow. He's a CPA and he wants you to know where your money is going to pay less in tax and become financially free.Tyler McBroom is managing a partner at measure results CPAs. And it's a firm he runs with his dad and his dad started his first firm when he was three months old. And then now this is their second firm, and they are growing it together. And they are focused on helping business owners pay as little tax as legally possible and stay out of trouble with a big emphasis on staying out of trouble and increase their cash flow and profits as they grow their business.In our conversation, we discussed:How he became obsessed with helping others achieve financial freedom with their wealth through creative tax planning and strategies.Secrets for the mid-size or bigger size to cash flow and grow their business.Systems and the processes and the steps to help people put in place by the service they provide.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
May 5, 2021 • 35min
Determine if franchising your business makes sense with Ricardo Matos
Ricardo Matos was born and raised on the island of Puerto Rico and to an entrepreneur father working in the furniture wholesale business. He was destined for greatness as a child at a young age, he learned the importance of establishing a foundation of success. Successful business in the tools and attitude necessary to help any business succeed is entrepreneur spirit was passed down from generation to become the impulse which drove him. He created his first business at the age of 12. A paper route that quickly grew from 25 subscribers to 535 in less than eight months, and no doubt became the newspaper reporter of the year. He offers a host of wealth to all of his clients he serves. He's the founder of Saiter Real Solutions Franchise.Ricardo Matos’ background is in business development, do a lot of statistical quantification analysis, reverse accounting engineer for the oil and gas industry in many other different business entities, he started at a very young age and intrapreneurial mind helping people expand their knowledge and wisdom due to the fact that his dad was with an intrapreneur as a business go-getter. His dad always encouraged him to move forward in life by thinking outside the box and not within the box. Before even the box terminology even existed. He basically followed his dad's path.In our conversation, we discussed:Emphasizing the methodology of what it takes to own a business.The most important thing to determine if franchising your business makes sense.What can an individual do to make a success in business.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
May 3, 2021 • 19min
Building your online Real Estate Brand with Sean Pan
Sean Pan is a hard money lender, real estate investor, based in San Francisco Bay Area, and invests in single-family renovations as well as out-of-state investments in Jacksonville, Florida. He is the host of the Everything Real Estate Investing Show where he knew US top investors and professionals, agents, architects, contractors, and inspectors to shed light on what they do, and how to help investors succeed in the industry. He also hosts some local meetups in the South Bay in the Bay Area there and produces real estate-related videos and consistently reports on local real estate news. He started real estate investing about five years ago, and back then he was an engineer working for a defense contracting company. Just by working there for several years, he realized that this is not the place he wants to be in 30 years. He thought of the different things he can do to kind of escape that reality and to get to live the life that he wants to live. That's why he started investing in real estate, buying some rental properties over in Florida. Then he started to flip some homes locally in the Bay Area. He also started his podcast YouTube channel, and now he’s a hard money lender. In our conversation, we discussed:Hard money lendingFuture of investing in real estate - cap rates and cash flowWhat lenders are charging right now - the points on the deal and interest rate? What is origination fee?What is the best Secret to Building your real estate brand online?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
May 2, 2021 • 27min
Enriching your life through passive real estate investing with Todd Miller
Todd Miller is originally from Hollywood and he took Hollywood over to Asia. And then he decided to make a shift. And this shift is focused on helping people create and preserve their wealth through investment, real estate. And he is on a mission to enrich people's lives by trading financial insecurity for financial security and perhaps even doing it through virtual ways.Todd Miller is a Hollywood executive by profession. But he realized that the entertainment business is not so entertaining as a place to have a career. After 25 years of doing the professional thing, he decided that he wanted to maximize his time. And so he became an early retiree. He lives on the beach and tropical Thailand. And over the past five years, He developed a US property portfolio, that finances his lifestyle. And he wrote a best-selling book in rich create wealth and time, money and meaning.In our conversation, we discussed:How he became obsessed with helping others to achieve financial freedom through investment.Steps on how to achieve financial success.Building systems and teams on a remote basis to be so passive.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
May 1, 2021 • 4min
What is a 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
