

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

Mar 16, 2021 • 40min
Making your Business and Employees Thrive With David Long
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Mar 15, 2021 • 31min
Preserving Wealth Thru Multifamily Investing
– Capital Gains Tax Solutions Podcast with Brett SwartsEpisode 64 Preserving Wealth Thru Multifamily Investing with Gino Barbaro, Co-Founder Jake and GinoGino Barabo is co-founder of Jake and Gino, a multifamily real estate education company that offers coaching and training in real estate. Gino is an investor, business owner, author and entrepreneur. As an entrepreneur, he has grown his real estate portfolio to over 1,500 multifamily units.Gino teaches a program based on the proprietary framework of Buy Right, Manage Right, and Finance Right. Honeybee is his latest book.This conversation is packed with lessons and strategies. Get ready to take notes as Gino shares:Cost segregation for capital gains tax deferral.Stay in your investing lane but diversify.Life coaching and developing your character.Lessons learned, and dumb debt is not your friend.Finding great strategies and book recommendations.The Youth Academy.Enjoy the show!Connect with Gino:Website: https://jakeandgino.com/honeybeeBook: The HoneybeeConnect 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

Mar 8, 2021 • 32min
Taking Your Wealth To The Next Level With Chris Larsen
Chris Larsen– Capital Gains Tax Solutions Podcast with Brett SwartsEpisode 62 Taking Your Wealth to The Next Level with Chris LarsenChristopher Larsen is the Founder and Managing Partner of Next-Level Income. His mission is to help investors become financially independent through education and investment opportunities.When Chris was just 21 years old and a student at Virginia Tech, he purchased a single-family house as an entry point into the real estate industry. He quickly figured out that multi-family is one of the best ways to create and preserve more wealth.Chris and his team have raised over $12-million and has over $150-million of real estate acquisitions. He also invests in equities, oil, gas, and small business lending.In our conversation Chris shares:The multi-family space and passive income.Follow what the rich invests in: real estate, precious metals, small businesses, oil and gas.Market opportunities in the Southeast: multi-family space with minor renovations.Setting up investment structures on the front end to prepare for various tax situations.Be sure to check out Chris’s new book, available for free at his website.Connect with Chris:Website: nextlevelincome.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

Mar 5, 2021 • 43min
Growing Your Business By Maximizing Your Sales Team Effectiveness With Allan Langer
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Mar 2, 2021 • 28min
Flipping Homes In Real Estate Investing with Leka Devatha
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Feb 27, 2021 • 39min
Investing In Real Estate And Scaling Your Business With Victor Menasce
Victor menasce– Capital Gains Tax Solutions Podcast with Brett SwartsEpisode 59 Investing in Real Estate and Scaling Your Business with Victor MenasceVictor Menasce’s company is based in Ottawa, Canada. He develops apartments, senior housing, and hospitality in several markets across North America, including Banff, Alberta, Louisiana, and Philadelphia.Victor started his career as an electrical engineer designing weird and wonderful microprocessors in the telecom industry. He made the big switch to real estate because career burnout and traveling back and forth to Japan every two weeks was a strain on him and his family.It was a sudden turn to leave the Silicon Valley world and march, head first into real estate!Victor shares the difficult lessons learned from making that big shift to a totally different industry including:Being inspired by his grandfather’s invention–the IBM Selectric Typewriter.The myth that real estate is passive income.Tax deferral–don’t trigger a taxable event!Investing in partners you trust.Using other people’s money to accelerate.The keys–knowledge, emotional drive and motivation.Enjoy the show and listen to more of Victor’s experiences on his Real Estate Espresso Podcast.Connect with Victor Menasce:Website: https://victorjm.comPodcast Real Estate EspressoConnect with Brett SwartsWebsite: https://capitalgainstaxsolutions.com

Feb 23, 2021 • 51min
Buying Multifamily Investments with Vinney Chopra
Vinney Chopra – Capital Gains Tax Solutions Podcast with Brett SwartsEpisode 58 Buying Multifamily Investments with Vinney ChopraVinney Chopra is a commercial real estate broker in California, and an expert multifamily syndicator. Vinney came to the U.S. with only seven dollars in his pocket. Despite the challenges, Vinney has achieved outstanding success in marketing, sales, motivational speaking and real estate investing. In 12 years he developed 29 syndications-14 in past three. He has achieved enormous success controlling over $350-million and 4,200 doors in this niche market. He and his 67 professional full-time team members manage all assets from acquisition till disposal.Vinney is the CEO of Moneil Investment Group that oversees his syndications, and the CEO of Moneil Management Group that oversees his properties. Vinney uses his proven ideas and techniques for multi-family and senior living syndications that have helped him grow his business exponentially.With his passion to help people and his drive to build lasting legacies, he is an example of what positive thinking can do to affect one’s life and that of others.Vinney’s nickname is “Mr. Smiles” and “Mr. Enthusiasm.” He has always believed in a person’s ability to shape the world through positive thought and selfless actions. Listen to this dynamic Capital Gains Tax Solutions Podcast episode with Vinney Chopra about building business relationships and growing from humble beginnings.Here is what to expect on this week’s show:● Vinney’s start in real estate and how he moved to business and marketing.● The steps in your business journey and planning for the future.● Starting as an entrepreneur - what to invest in and how to do it.● The history of Vinney’s multifamily company.● Working around challenges. Connect with Vinney Chopra:Website: https://www.vinneychopra.com/Facebook: https://www.facebook.com/VinneyChopraInstagram: https://www.instagram.com/vinneychopra/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

Feb 21, 2021 • 45min
Focus On Personal Development and Leadership To Grow Your Business With Trevor McGregor
Trevor McGregor – Capital Gains Tax Solutions Podcast with Brett Swarts Episode 057 Focus on Personal Development and Leadership to Grow Your BusinessWith Trevor McGregorTrevor is a High Performance - Master Coach with over 25,000 hours of coaching experience under his belt. He has worked with clients from around the world, including Fortune 500 executives, high level real estate investors, entrepreneurs, world-class athletes and business professionals and they all come to him for one reason: Life-Changing Transformation. In addition to running his own private coaching practice, Trevor was a Master Platinum Coach with the Tony Robbins Group, offering elite coaching unlike any other program in the world. Trevor is also an active Real Estate Investor holding assets in his portfolio that range from owning single family homes in Vancouver to owning Multi-family apartment buildings in places like Texas, North & South Carolina, Tennessee and other states as well. Trevor has also diversified into other asset classes such as Self-storage units in Key West Florida, he has bought Commercial Office Space in Minnesota, he has invested in Agricultural Hemp Farms in Colorado and he has also been an impact investor in many exciting projects around the world. His mission is to assist others in realizing their true power and hidden potential to achieve more success, wealth, freedom and contribution than they ever thought possible. Listen to this dynamic Capital Gains Tax Solutions Podcast episode with Trevor McGregor about keeping your money and unpacking the secrets of personal development and leadership.Here is what to expect on this week’s show:● Trevor’s start in real estate and how he moved into business coaching.● You can’t teach a professional their own craft– but you can show them how to do it better.● Why not being afraid to ask question is so important to develop your business and yourself.● Tony Robbins’s 3 S’s for successful business coaching and what they mean for Trevor.● Why creating value in something will produce value coming right back to you. Connect with Trevor: Website: https://www.trevormcgregor.com/ Facebook: https://www.facebook.com/trev.mcg @trev.mcg 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

Feb 15, 2021 • 60min
How Time Is More Valuable Than Money And How To Use It To Negotiate With Dr. Gurpreet Padda.
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Feb 12, 2021 • 42min
Mastering The Art Of Communication With Brenden Kumarasamy
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