Capital Gains Tax Solutions Podcast

Brett Swarts
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Apr 5, 2021 • 35min

Learning about the Deferred Sales Trust for the 1st time as a CRE Broker with Marty Hall

Marty Hall, CRE Broker– Capital Gains Tax Solutions Podcast with Brett SwartsEpisode 071 Learning About Deferred Sales Trust for the First Time as a CRE Broker, with Marty HallToday I’m on the hot seat! I’m Brett Swarts, host of the Capital Gains Tax Solutions Podcast. My specialty is helping people, wealthy people keep their money working for them when selling their business, real estate or other highly appreciated assets without paying hundreds of thousands to millions of dollars in tax.The tables are turned, and Marty Hall, a CRE Broker, is going to interview me. Marty is creating a Sales Trust for the first time. He’s giving his suggestions and will find out if I can improve on his proposal.So, today’s episode is a 40-minute training session. I hope you’ll take notes and put into action. Listen to hear if Marty’s proposal makes the grade.Let me know your feedback. And contact me if you’d like to put me on the hot seat!Connect with Marty:Website: 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
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Apr 2, 2021 • 19min

Empowering Entrepreneurs By Increasing Their Wealth And Productivity With Tandy Pryor

Tandy Pryor, CoachCapital Gains Tax Solutions Podcast with Brett SwartsEpisode 070 Empowering Entrepreneurs by Increasing Their Wealth and Productivity with Tandy PryorMy guest is Tandy Pryor, a high-level executive coach who primarily works with financial advisors and wealth managers. For over 10 years, Tandy has helped her clients transform their lives to live more joyfully and make more money.Tandy uses her intuitive advice and insights to help clients rediscover personal power, set clear boundaries, and heal from experiences. In our conversation, Tandy shares her insights and wisdom, including:Setting boundaries and finding your ideal client.Practical ways to work with boundaries at home or work.Growing and setting your inner-self.Defining what is owning your power.The importance of having a coach and support system.Let me know your thoughts!Connect with Tandy:Website: www.tandypryorcoaching.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
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Mar 31, 2021 • 26min

Finding Secure And High Return Deals With Thomas Braegelmann

Thomas Braegelmann, CEO, GCA Equity Partners– Capital Gains Tax Solutions Podcast with Brett SwartsEpisode 069 Finding Secure and High Return Deals with Thomas Braegelmann, CEO, GCA Equity PartnersMy guest is Thomas P. Braegelmann, CEO of GCA Equity Partners and the Kensington Fund. Tom looks for finding deals that have higher returns but are also secure. He offers lending opportunities to people through his lending business and real estate offerings. With Tom’s leadership, and through the development of the National Construction Lending Alliance™ program, GCA took part in the funding of more than $100-million in real estate transactions nationwide in under 18 months.Tom takes a very collaborative approach in how he structures real estate transactions.In our conversation we discuss:Finding the right collaborators.Using a self-directed IRA for tax deferments.Profit sharing in the investment strategy.Creating clarity between passive and active investors.Shared appreciation for mortgages and equity ownerships.Mentioned in the show:Book on Amazon: Mastering Real Estate Investing with Private Money.Connect with Tom:Website: gcaequitypartners.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
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Mar 29, 2021 • 32min

Building Wealth Through Investment Real Estate With Kyle Mitchell

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
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Mar 27, 2021 • 30min

Sell It or Lease It For Free Program with Jennifer Wehner

Jen got into real estate in 2003 as an investor growing her buyer and investor business and became the top agent in her office within the first full year of being in real estate. In the great real estate market crash of 2008, she pivoted to working with REO, short sales, and investors which taught her a lot about grit! When the market turned around in 2011 she worked at the trustee sales with investors and flipped over 40 homes that year while growing her traditional real estate business through digital marketing including blogging, video, and internet marketing.In 2014 she started her team, and in 2020 sold 373 homes and over $178million in real estate volume. Some of her achievements include winning the Team of the Year award by the Arizona School of Real Estate and Business in 2019, one of Real Trend national Best Agents 2013-2020, the Women of Strength award given out to a local realtor in her community every year, and was the Top female Remax agent in the state of Arizona in 2017 before she moved to eXp Realty in 2018.Jen is also a mom of 4 ages 5-23, owns multiple businesses & investment properties, is a foodie, a biohacker for any health nuts out there, a podcast junkie, a reader, skydiver, and a lifelong learner with a ton of curiosity and a wild imagination.In our conversation, we discussed:Secrets on Building Wealth with PeopleLearn How to Grow BusinessMoving Beyond Selling Real EstateConnect with Jennifer Wehnerhttps://capitalgainstaxsolutions.com/sell-it-or-lease-it-for-free-program-with-jennifer-wehner/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
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Mar 27, 2021 • 39min

Creating Wealth Through Value Added Opportunities With Joseph & Jasmin Mims

Joseph and Jasmin Mims– Capital Gains Tax Solutions Podcast with Brett Swarts Episode067 Creating Wealth Through Value Added Opportunities with Joseph & Jasmin Mims, Co-owners Abundant CultureAbundant Culture is a husband and wife run company that buys and sells businesses. After leaving the military and the reserves, Joseph started the quest to educate himself on what it meant to have financial freedom. Jasmin, also a military veteran, works side-by-side with her husband. Their first investment was in real estate, the second in a coffee shop.When Joseph saw how well real estate and a business worked together as a wealth strategy, he started a private equity company. Today, the company buys and sells businesses, and educates and coaches people on purchasing real estate and business as a wealth strategy. In my conversation with the couple, we discuss:Self-education after the military.Being a systems builder or a systems expert.The challenge of finding the right business owner and right broker.Analyzing a business to get a handle on real cash flowUnderstanding the actual value of a business up for sale.Raising capital and entering the fund world.Enjoy the show!Connect with Joseph & Jasmin:Website: www.abundantculture.comConnect with Brett:Facebook https://www.facebook.com/brett.swarts @brett.swartsInstagram https://www.instagram.com/brett__swarts/ @brett_swarts
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Mar 23, 2021 • 31min

Discover Why The Wealthy Pay Less In Taxes With Joey Mure & Russ Morgan

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
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Mar 22, 2021 • 29min

Discover Why the Wealthy Pay Less in Taxes with Joey Muré & Russ Morgan

Joey Muré & Russ Morgan, Co-Founders & Partners, Wealth Without Wall Street– Capital Gains Tax Solutions Podcast with Brett SwartsEpisode 66 Discover Why the Wealthy Pay Less in Taxes with Joey Muré & Russ Morgan, Co-Founders & Partners, Wealth Without Wall StreetJoey Muré and Russ Morgan co-founded Wealth Without Wall Street in 2015. Joey and Russ have tried-and-true methods, along with a team of experts to help clients execute business plans and build wealth.The free Wealth Without Wall Street community has over two-thousand members who continually share their journey to financial freedom. The concept of Joey and Russ’s education program is to help clients create passive income, reduce taxes, and implement infinite banking. They also offer a course specifically on IBC 101 that people can study at their own pace. In our conversation we discussed:Infinite banking and its benefits.Life insurance contracts-a good tool if used correctly.Creating more passive income.Easing the burden of cash windfalls.The mindset change-not trading time for money.Enjoy the show!Connect with Joey & RussWebsite: https://www.wealthwithoutwallstreet.com/about-usConnect with Brett SwartsWebsite: https://capitalgainstaxsolutions.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
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Mar 19, 2021 • 22min

Learning Your Tax Deferral Options With Jason Habeeb

Jason Habeeb, Habeeb Real Estate– Capital Gains Tax Solutions Podcast with Brett SwartsEpisode 65 Learning your Tax Deferral Options with Jason Habeeb, Habeeb Real EstateJason Habeeb is the owner of Habeeb Real Estate. He is from San Francisco and has served the Greater Sacramento Area for the past 18 years.Habeeb is not only a real estate agent, but he’s someone who’s focused on helping people with charitable causes, using tax strategies that become a win-win for everyone.In our conversation, Habeeb shares:The charitable remainder trust and how it saves a client’s money.Pre-planning to save money on capital gains tax.The inspiration from his mentor.His power team–financial advisor, attorney and CPA.The questions to ask your team to save on taxes.Enjoy the show!Connect with Habeeb:Website: habeebrealestate.comConnect with Brett SwartsWebsite: https://capitalgainstaxsolutions.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
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Mar 16, 2021 • 34min

Preserving Wealth Thru Multifamily Investing With Gino Barbaro

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

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