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
Aug 3, 2020 • 36min
Tactical Tax Savings: Cost Segregation With Boomer Philbrick
Cost segregation is the method of reclassifying components and improvements of a real property to personal property. In this episode, Boomer Philbrick, National Account Executive at Cost Segregation Services, Inc., joins Brett as they discuss ways to reduce tax liability and generate cash flow through cost segregation. Boomer dives into the engineering-based method they used in over 22,000 studies in all 50 states and why it’s completely bulletproof. Lastly, learn the requirements for becoming a real estate professional and its benefits for you and your family.
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Jul 27, 2020 • 6min
One tax to look out for when closing distressed debt
Closing distressed debt and not having a clear way to defer capital gains tax can be frustrating. Hear from Scott Carson as he shares one of the most overlooked parts of buying debt at a discount so you don’t get caught paying huge capital gains tax.
Jul 20, 2020 • 40min
How To Invest And Increase Your Income The Smart Way With Dan Handford
There are times when simply working hard doesn’t cut it. You need to start working smart as well. Invest in smart ways by thinking outside the box and leveraging your finances carefully. Dan Handford, a Managing Partner at PassiveInvesting.com, joins this episode to share their methods and strategies in investing and making sure their investors are happy. He talks about the technicalities you need to look out for when doing a 1031 exchange, and points out the people you need to be approaching to help you through the process. Learn how to get correct and effective knowledge in the industry to ensure you make the decisions that will give you success, and cement your future.
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Jul 13, 2020 • 1h 2min
Insurance: The Perfect Banking System with Chris Naugle
Have you ever wondered how the wealthy manage to keep getting wealthier by the day? It’s all because of a banking system that they’ve discovered long ago that’s hidden in plain sight, so to speak. The Founder of The Money School, and America’s number one Money Mentor, Chris Naugle, joins this episode to share and educate people about the perfect banking system which utilizes the insurance companies that everyone’s familiar with. He goes into the details of the processes step by step, while explaining how this system works to your advantage. Chris uses his own experience as a guarantee for this method and extends his expertise in helping you understand the alternatives you have in investing in a wealthy future.
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Jul 6, 2020 • 47min
Value Propositions and Growing Your Business with Jim Beach
Jim Beach is a corporate speaker, leadership expert, best selling author, and award-winning radio host of the station School For Startups. In this episode, Jim dives into how he helps people become entrepreneurs and how you can grow your business. Learn Jim’s criteria to start a new business and the podcast infrastructure space with Pod24. Brett and Jim talk about diversification and the different income streams you can leverage for your family. Lastly, Jim shares the importance of rethinking how you start your business and figure out a way that reduces risk.
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Jun 29, 2020 • 31min
Passive Real Estate Investing: Build A Smart Investment Portfolio with Marco Santarelli
Marco Santarelli is a real estate investor, author, and founder of Norada Real Estate Investments. In this episode, Marco joins Brett Swarts as they talk about creating wealth through passive real estate investing and building a smart real estate investment portfolio. Learn the importance of positive cashflow and the core team you need to have to build long-term relationships that can leverage and find more opportunities for you. Marco and Brett dive into some of the solutions Marco has used to defer and/or eliminate capital gains tax and depreciation recapture.
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Jun 22, 2020 • 28min
Tax Savings Through Cost Management with Stephen Anderson
Management of a business’ cost is always standard operating procedure, but not everyone can do it effectively. The Profit Doctor, and a GMG Agent of Stryde Solutions, Stephen Anderson, joins this episode to talk about the services they provide. He discusses the processes they have in place in figuring out the areas of your business that can be optimized to provide less expenses and more profit. Stephen also talks about their strategies for tax incentives. Learn how they can optimize all parts of your business while giving you the opportunity to add value for your customers. Know more about their guarantee as they provide their service, both with their fees and the IRS.
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Jun 12, 2020 • 37min
The Secrets Of Multifamily Investing With Charles Dobens
As long as you have the capital to get into it, the field of multifamily investing can almost assuredly make a millionaire out of you, and yet, not a lot of people are taking a chance on it. This lack of willingness to dive into this unique type of investment opportunity is borne from a lack of understanding what goes on in multifamily investing at its very core, and that has to change. Charles Dobens is the Founder of The Multifamily Investing Academy. In great detail, he discusses the strengths of the multifamily investing market with Brett Swarts. With the knowledge that Charles shares, you will surely be able to up your investment game, especially when it comes to multifamily!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
Jun 8, 2020 • 26min
Taking Action Now: Understanding The Numbers With Greg Levine
Greg Levine is the Action Now CFO and host of Your Personal CFO Podcast. In this episode, Greg joins Brett Swarts to talk about the importance of understanding the numbers to help businesses maximize revenue and profit and grow. Greg dives into how he became the Action Now CFO, what a fractional CFO entails, and the higher accounting skills needed as a CFO. Learn the importance of having clarity on the numbers as well as the reasons behind their movement to make the proper changes to improve your business.
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Jun 1, 2020 • 54min
Blasting a Hole To Open Up a Legal Path to Deferring Tax with Robert Binkele
There are a lot of promising options when it comes to deferring tax, but with all the technicalities and complexities involved, one misstep could spell disaster. The CEO of Estate Planning Team, Robert Binkele, uses his experience as a former NFL player and years of being in the industry to educate you about different tax deferral strategies. He talks about his company’s services and explains how they can help you not only defer tax but also expand your knowledge as they work together with you. He states the reasons why utilizing the DST can be beneficial for you when investing in real estate. Learn and understand why it’s important to lead in your industry while also knowing when the right time to make an exit is.
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