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
May 25, 2020 • 41min
The 411 On Passive Investments With Hunter Thompson
While it’s not wrong to think about the world of investors as a community of people with a singular focus in the field of investments, it’s also a pretty limited view. The truth is, many investors are looking to passive investment to create more non-primary streams of income for themselves that aren’t particularly high maintenance, but this system comes with its own unique set of quirks and challenges. Brett Swarts speaks with the Managing Principal of Asym Capital, Hunter Thompson. Together, they go into the ups, downs, highs and lows of the world of passive investment. If you’re looking to put your money into a new stream of income that won’t take over your entire life as it is now, passive investment is a great place to start.
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May 18, 2020 • 27min
Marketing Techniques For Dominating Your Market With Seth Greene
Part of growing your brand and business is figuring out the kinds of marketing techniques and strategies you have to implement in order to get the kinds of results you want. In this sense, doing marketing can feel like a magic trick: reframing what you do just enough to have some pizzazz, to dazzle, while concealing how the sausage actually gets made behind the scenes. Seth Greene, the CEO of Market Domination, LLC, is the nation’s foremost authority on growing your business with a podcast. Seth sits down with Brett Swarts to talk about how marketing techniques get deployed in real-time. If you were ever curious about marketing, there’s a lot you can learn from Seth, so don’t miss this conversation.
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May 14, 2020 • 39min
Tax Savings Through Cost Segregation with Yonah Weiss
In case you didn’t know, property owners can gain tax savings through cost segregation. That’s what Yonah Weiss is all about. Yonah is a cost segregation specialist at Madison SPECS who has assisted clients in saving tens of millions of dollars. In this episode, Yonah explains what cost segregation actually is and why it’s one of the best ways to defer or eliminate capital gains tax on the sale of a highly appreciated CRE property. He also shares best practices for building real estate and why team effort works, both in their company and with partners. He also talks about strategies around depreciation recapture tax and gives scenarios on what a cost segregation study will cost, when it will benefit you and when it won’t. To know more about Yonah and cost segregation, you can listen their podcast, Higher Profits with Bobby and Yonah or Yonah’s own Weiss Advice.
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May 11, 2020 • 31min
Reimagining Real Estate Wealth with Dave Levenson
Most people go into the real estate industry in order to generate wealth and be financially secure, but oftentimes forget that in order to create a self-sustaining community, they also need to give back. Dave Levenson joins this episode in order to remind people about the values of real estate. Having been a part of the industry since he was fifteen years old, Dave shares his knowledge and the values he’s learned throughout his years in the business. Learn when and how to use the deferred sales trust effectively in order to get your timing right in re-entering the market after the Coronavirus pandemic. He also gives emphasis to the importance of having corporate social responsibility and instilling this into the youth as the leaders of tomorrow in hopes of creating a better and healthier society.
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May 4, 2020 • 7min
Adam Torres | Frustrations With The 1031 Exchange And Why He Wished He Would Have Known About The Deferred Sales Trust When He Sold His Investment Real Estate Portfolio
Hear what the biggest frustration for a capital gains tax deferral strategy was for Adam Torres. Mr. Torres is a Podcast Host (6 shows 2,000+ episode catalog) | Author (20+ Books) | International Speaker | Media Executive | Former Financial Advisor | Real Estate Investor
May 4, 2020 • 8min
Damon Burton | #1 Secret To Growing Your Online Presence To Maximize The Revenue Of Your Company & His Biggest Frustration With Capital Gains Tax When His Sold his Investment Real Estate.
Damon Burton helps companies show up higher on Google for words that they can monetize. Damon’s clients and businesses have been featured on Shark Tank and recognized by Inc, as well as has consulted for Dollar Shave Club and Dan Lok. This Online Marketing Expert has Beat Billion Dollar Companies at Their Own Game and has Proven Strategies to Grow Your Business
May 4, 2020 • 6min
J. Massey | How Your CPA’s Insecurity About A New Idea Can Cost You
Hear what the biggest frustration for a capital gains tax deferral startegy was for J. Massey. Mr. Massey is a full-time Real Estate Investor, Entrepreneur, Popular Podcast Host,Author, Speaker, Coach & All-Around Problem Solver
May 4, 2020 • 9min
Spencer Hilligoss | The Challenge With How Scarcity Of Time And Not Having A Clear Plan To Defer Taxes On The Sale Of Technology Company Can Cost You.
Spencer Hilligoss is a passive real estate investor, active syndicator, and former technology leader. His own company, Madison Investing, has co-sponsored deals totaling more than 4000 units for more than $500M. He passively invests in multifamily and now also helps other investors get involved in multifamily syndications. As a technology leader, Spencer built a 13-year track record of growing high-performing teams across five companies – three of them, “unicorns” – valued at more than $1B.
May 4, 2020 • 9min
Seth Greene | Wishing He Knew About The Deferred Sales Trust. Got Stuck With The Tax Bill, But You Don’t Have To.
Hear what the biggest frustration for a capital gains tax deferral strategy was for Seth Greene. Seth is the world’s #1 trusted authority on cutting edge direct response marketing, a best-selling author, the only 3x Marketer of The Year Nominee, and the founder of Market Domination LLC and co-host of SharkPreneur Podcast with Kevin Harrington of Shark Tank.
Apr 3, 2020 • 14min
Brett Swarts’ Journey To Capital Gains Tax Solutions Podcast
Brett Swarts welcomes you to the Capital Gains Tax Solutions podcast, where he interviews some of the best and brightest in the financial industry. In this first episode, we get to know the voice of the show as Brett takes us through his story of looking for an opportunity to live out his passion for helping others and live a life of margin, financially. He shares the times he sought to figure out how to make challenges work for him and not against him. Now, across everything he has been through, Brett is finally here to speak not just about his own journey to commercial real estate but also the lessons and wisdom he gained from his experiences. This is a show that will show you how, like every good entrepreneur does, you can also make real estate work for you to achieve the freedom you seek.
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