

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

Dec 14, 2020 • 27min
Creating Scale, Efficiency, and Time-Freedom For Your Business With Trained Virtual Assistants with Bob Lachance
“The most important qualification for becoming a champion is an intense burning desire.” Bob Lachance is the founder of Reva global and is a commercial real estate owner. He shared his story about how he had a struggle getting out of his own way and how now he helps other people do the same thing by hiring virtual assistants.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

Dec 7, 2020 • 40min
Leadership with Anna Oakes
“There's power in failure, you know, so I'm not afraid of failing, I'm not afraid of making mistakes.” Anna Oaks and her love for humanity with 20+ years of corporate experience as a leader, coach, and strategic business advisor. She’s passionate about everyone leveraging their strengths and maximizing their impact. Throughout her work, she’s dedicated to helping organizations and leaders honor their NOW and get to where they want to go NEXT.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

Nov 30, 2020 • 42min
Building Your Business As An Asset So It Can Be Sold With Alex Judd
“Everybody wins when a leader decides to intentionally grow every single day.” Alex Judd is the founder of Path For Growth, a former host of the number one business podcast in America, Entree Leadership and a former Entree Leadership Coach with Ramsey Solutions. Listen in this episode as Alex shares a vast amount of knowledge and wisdom in building a successful 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

Nov 23, 2020 • 53min
Real Estate Investing With Agostino Pintus
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Nov 16, 2020 • 36min
Creating A Clear Strategic Plan To Establish A Solid Foundation With Krishna Mohan
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

Nov 9, 2020 • 33min
Leveling up your business with Violette de Ayala
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

Oct 26, 2020 • 56min
Creating And Preserving Wealth Through Short Term Rentals With J. Massey
Building your short-term rental business without needing to buy or own any property is unique. Joining Brett Swarts is J. Massey, a full-time real estate investor, entrepreneur, popular podcast host, author, speaker, coach, and an all-around problem solver. He started Cashflow Diary, which is an amazing podcast, and the training park program for real estate investors. Having owned hundreds of units and raised tens of millions of dollars, Jay has a wealth of knowledge to share. Don’t miss this episode for the opportunity to learn more about how you can create and preserve more wealth through short-term rentals.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

Oct 19, 2020 • 34min
Persistence and Planning: The Keys to Success with Pancham Gupta
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Oct 12, 2020 • 36min
Passive Income Stream: Buying In and Staying Committed with Jason Yarusi
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

Oct 5, 2020 • 24min
Keeping Control Of Your Money With Jeremy Stevens
Are you holding off selling an asset because of that tax liability? If so, then you’ll appreciate today’s episode where the owner and founder of Infinite Wealth Management, LLC, Jeremy Stevens, guests to help us keep control of our money by taking us in an in-depth discussion of Deferred Sales Trust. He talks about sheltering cash from tax through opportunity zones, building generational wealth, and having that flexibility to diversify your equity. A former engineer turned financial advisor, Jeremy is on a mission to find the best solutions for their clients through efficient and effective system designs that help them preserve wealth for the long-term. He shares some of those with us, along with great strategies and techniques that not only add value but provide solutions as well.


