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
Apr 28, 2021 • 37min
Clarifying Your Business To Delegate With Micah Logan
Micah Logan is a dynamic entrepreneur, business owner, and visionary who's built a diversified profitable health and fitness enterprise. From humble beginnings, he has nurtured a multi-service, multi-location, award-winning business. Boston's A-list top five in personal training with a value proposition focused on high-quality client service. He's also a trusted consultant to small business owners.Micah Logan went to school for psychology, nothing like what he is doing now. He worked in various settings - boutiques, health and wellness and, medium-sized companies. Eventually, he opened his own business back in 2005 but it failed 13 months later. He partnered with a physical therapy company where he had a great relationship with them. However, because of the retraction, it didn’t work out. He took these experiences as a turnaround to create a business model that works really well. Now, he’s very excited about his brand-new business that focuses on the widgets that they reproduce, which is basically exercising relationships.In our conversation, we discussed:Secrets to creating or recreating an ecosystem with the inside of a business to get rid of efficienciesThe processing of the deals - budgeting and paperwork and the day-to-dayFranchise system and the industryHow to systematize everything you're doing in business - hire an assistantLove 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
Apr 27, 2021 • 29min
Building Your Turnkey Real Estate Acquisition Franchise with Mark Stubler
Mark Stubler is a real estate Pro, and he is on a mission to help the average Joe or Jill find a turnkey real estate investing business that can help you grow wealth very fast. In fact, he is the founder of Joe Homebuyer Franchise. In a short amount of time, he built the Joe Homebuyer franchise model into a multi-million-dollar company through franchising. He provides the blueprint for his operations that enables anyone with some grit to be successful in real estate investing. He came from a completely different industry. And with his journey of wanting to be an entrepreneur, he actually dabbled with the Amazon business. Because he likes the passive nature of an Amazon business. He did some research, took some light courses, trying to figure out what was going to be best for his path. Then he ended up on the real estate path.For five years he has done hundreds of transactions, worked with hundreds of families, providing lots of value, and in marketplaces, he specializes in wholesaling and rehabbing. He also keeps rentals as the opportunity presents itself. As the founder of Joe Homebuyers, their mission is to improve lives by delivering creative real estate solutions.In our conversation, we discussed:Negotiating lower pricesExit strategies including fixes and flips in real estatePaying ordinary income taxLove 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
Apr 23, 2021 • 37min
Grow Your Business Online With 9 Simple Steps With Marian Esanu
Marian Esanu is a self-made millionaire. He used his unique ability to generate sales, multiply profits and build automated systems that help entrepreneurs create sales on autopilot.He is originally from Romania. He came to the United States at the age of 21 with no money and no connections and not a word of English language on his lips. He worked different jobs until he started his first business, a local brick-and-mortar fitness equipment transportation company. A few months later, about nine months, the company grew. They were making six to $700,000 in sales. This is how he started his entrepreneurial journey. However, due to some immigration papers that didn't meet the deadline, he had to leave the country for about nine months.It was then he realized that in order to have a bigger impact, he needs transition into the services that were selling their offers online because that's easier to scale. His focus now is to work with coaches, consultants, online creators, helping them productize their business model and automate the whole process.In our conversation, we discussed:Taking the business online, adjusting and adapting, and use the skillsetsThe Nine-step process from listing at least five to 10 people that are already doing what you're trying to do, tools to use, knowing your competitors, what they offer, and more...Group coaching package wherein people get a one-on-one call when they enroll. They also get access to an online course that they watch. And every week, they get access to group coaching calls where they can ask questions, share the screens What is the biggest difference in adapting innovation and automation The need for a valuable coach, expert, or a mentor who's been through it to help you implement 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
Apr 21, 2021 • 35min
Making sense of your 401k investing in real estate with Dmitriy Fomichenko
Dmitriy Fomichenko is the founder and president of Sense Financial Services LLC, a boutique financial firm specializing in self-directed retirement accounts with checkbook control. It all began when he was laid off as an Electromechanical Engineer. He was forced to look for options and ended up being recruited by a local financial services firm. About the same time, he started investing in real estate and his career in financial planning began. He was given the task to start a department within the company and offer self-directed retirement solutions. In 2010, he founded Sense Financial Services LLC wherein they provide clients with the solution, giving them the opportunity to obtain checkbook control over their retirement accounts. Over the years, he has taught hundreds of investment and financial planning seminars and has mentored thousands of investors.In our conversation, we discussed:How Individual Retirement Account (IRA) and 401(k) worksWhat is solo 401(k), its features and benefits especially for self-employed and business ownersHow you can use leverage inside a 401kHow to obtain checkbook control and have some options here to grow your wealthLove 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
Apr 19, 2021 • 30min
Garrett Sutton Share Real Estate Inside Secrets He Learned From Traveling With Robert Kiyosaki
Garrett Sutton is the founder of Corporate Direct, and he founded that in 1988 to assist entrepreneurs and investors in protecting their assets, maintaining their privacy, and advancing their financial goals. He is also a best-selling author and one of Robert Kiyosaki's Rich Dad advisors.Garrett Sutton grew up in San Francisco Bay area and went to the University of California at Berkeley, Hastings Law School in San Francisco, and the University of California's Law School in San Francisco. He always liked corporate law, and he practiced law in San Francisco and Washington, DC.He became very fortunate to become associated with Robert Kiyosaki and his team in the year 2000. He worked with Robert and the team for 20 years, and they've traveled not only in the United States but around the world, teaching financial education. He has a great desire for people all over the world to learn about financial education, and it's just been really rewarding.In our conversation, we discussed:How to protect your assetsImportance of diversification, liquidity, and being out of debtHow they assist people leaving the state of CaliforniaImportance of investing in real estate based on what he learned from Robert KiyosakiLove 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
Apr 16, 2021 • 37min
Your Wealth Plan With Infinite Banking & Deferred Sales Trust with Bruce Wehner and Rachel Marshall
Bruce Wehner is the Lead Advisor of The Money Advantage, where he designs and communicates individualized solutions that help clients increase cash flow and financial control. Bruce leans on his experience as an educator and varsity head coach, lifelong entrepreneur, and real estate investor.Rachel Marshall, on the other hand, is the Co-Founder, Chief Financial Educator, and Content Strategist of The Money Advantage. She is known for making money simple, fun, and doable. She’s currently writing a book about her near-death experience and how it became the springboard for her family’s multi-generational legacy.Bruce Wehner and Rachel Marshall are the co-hosts of The Money Advantage podcast, the popular business, and personal finance show.It all started when Bruce Wehner was approached by someone from Franklin Life. At that time, they were recruiting educators to actually work part-time, to teach financial education for their whole life insurance products as a way to have tax-free retirements. This is how he got into the financial industry. Bruce met Rachel several years ago because their parent company in St. Louis, e3 Consultants Group, was actually trying to help the industry be more collaborative. They thought that if they could actually raise the tide, all the boats would go with it and so they were trying to do things in a collaborative, not a competition. They had the idea of doing The Money Advantage Podcast so that they could teach educational financial topics and that's where they are today.In our conversation, we discussed:● Cost segregation strategy● Tactics to accomplish the purpose of cash flow and control● Importance of controlling when and how you pay taxes or getting money into a tax-free situationLove 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
Apr 15, 2021 • 26min
How To Get The Best Price And Terms When Selling Your Business With Ryan Kelly
Ryan Kelly is a Practice Sales Consultant at Practice Exchange, LLC. He is focused on optometry brokerage that sells dental & optometry practices nationwide. It all started when Ryan’s dad was hinting at him if it’s something that he wants to do. Eventually, when he got into grad school and took his MBA, he then decided to take part in the company, Practice Exchange, LLC, since it is a family business after all. He started talking to doctors on a daily basis and realized that they have a fantastic profession. They're helping people on a daily basis, and then they create these assets that are very lucrative. But something that not many people understand is these lucrative assets, they're very volatile.When he found out how many doctors ended up at the tail end of their career, sitting on a dying asset, it was something that kind of gave him a little bit of a rejuvenation, to really go out there and meet as many people as possible and help as many people. In our conversation, we discussed:How their services help create and preserve more wealth for a particular doctorHow to best leverage services and expertise to help grow the businessDifferentiate between practices for both dental and optometryHard assets or GoodwillLove 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
Apr 12, 2021 • 39min
Creating Wealth In Commercial Lease Options With Peter Conti
Peter Conti– Capital Gains Tax Solutions Podcast with Brett Swarts Episode 074 Creating Wealth in Commercial Lease Options with Peter ContiPeter Conti is an expert in commercial real estate and he co-authored the book, Commercial Real Estate Investing for Dummies.Because he didn’t feel that college was for him, he started out as a car mechanic 30 years ago. He educated himself in the world of real estate and bought his first commercial property. Since then Peter has partnered with thousands of people all across the world to help them transition into becoming successful real estate investors. Currently, his focus is on commercial lease options, which involves acquiring commercial property using owner carry and commercial master lease terms combined with an assignment contract to create sizable upfront paydays. What I haven’t mentioned is how Peter survived a tragic mountain bike accident and his road to recovery. It is truly inspirational! In our conversation, we discussed:Peter’s Appalachian trail adventure as part of his recovery process.The major reset with retail and office space due to people working from home.Tax savings in syndications.Advice-pick one commercial area and do it faster.Software tools for better efficiency.See the notes below to get Peter’s new book, How to Profit with Commercial Lease Options for free. Enjoy the show!Connect with Peter:Website: petersfreebook.comConnect with Brett:Facebook https://www.facebook.com/brett.swarts @brett.swartsInstagram https://www.instagram.com/brett__swarts/ @brett_swartsLove 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
Apr 9, 2021 • 29min
Best Practices In Building And Preserving Wealth Patrick Lilly
Patrick Lilly– Capital Gains Tax Solutions Podcast with Brett Swarts Episode 073 Best Practices in Building and Preserving Wealth with Patrick LillyPatrick Lilly has a long track record as a New York City real estate broker. He leads a first-class team and enjoys being an educator, transformational life coach, speaker and world traveler. With his podcast, Real Estate Success Rocks, he helps real estate agents grow their business and help their clients.Patrick has sold over 1,200 properties worth more than $1.35 billion over his 34-year career. He’s also achieved the Keller Williams Pinnacle Award, which is presented to the top 20 agents in North America, and he was named, The Wall Street Journal’s top 250 agents.I’m grateful for Patrick sharing his time. Here are some topics from our conversation:The definition of confidence.Delegate to your team for your benefit and the client’s.Aligning values with personal and professional goals.Investing in the Northeast market for appreciation or development.Transparency in business and sharing values.Enjoy the show!Connect with Patrick:Website: patricklilly.comConnect with Brett:Facebook https://www.facebook.com/brett.swarts @brett.swartsInstagram https://www.instagram.com/brett__swarts/ @brett_swartsLove 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
Apr 7, 2021 • 39min
Importance Of Tax Planning with Matthew Chancey
Matthew Chancey, CFP– Capital Gains Tax Solutions Podcast with Brett Swarts Episode 072 Importance of Tax Planning with Matthew Chancey, CFPMatt Chancey, CFP, has spent the last 15 years in the financial services space helping clients solve big tax problems with advanced strategies around income and capital gains taxes. Matt shares his advice in his keynote presentations and has been featured in national media outlets including Orlando Sentinel, The Wall Street Journal, ABC, NBC, CBS, Fox News, CNBC, Digital Bloomberg, and Investment News.Matt looks for clients who are going to partner with him for the rest of his life to help them make good financial decisions because a good financial decision isn’t a onetime investment.In this in-depth conversation, Matt discusses several topics including: The resistance of the 1031 exchange.Learn how to stack up tax strategies.Upgrade your skills with education.The essentials of pre-planning tax mitigation strategies.Teaching finance to pre-release felons.Matt is filled with tax strategy wisdom, so be sure to take notes. Enjoy the show!Connect with Matt:LinkedIn: www.linkedin.com/in/mattchanceycfp/Connect with Brett:Facebook https://www.facebook.com/brett.swarts @brett.swartsInstagram https://www.instagram.com/brett__swarts/ @brett_swartsLove 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
