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Showing episodes and shows of
Brett Swarts
Shows
The Next-Level Income Show
Next Level 252: Family, Mission, Vision & Values with Brett Swarts
In this episode, I welcome back my friend Brett Swarts—author, podcast host, and expert in capital gains tax solutions. We dive deep into how to engineer truly passive income, leverage Deferred Sales Trusts, and structure your financial legacy for multi-generational impact. Brett shares personal stories, real-life client examples, and practical frameworks around family mission, vision, and values. If you're looking to grow wealth and legacy at the same time, this episode is packed with gold. 🔥 What You’ll Learn in This Episode: ✅ Deferred Sales Trust vs. 1031 Exchange: Brett breaks down the pros and cons of each and explains why DST offer...
2025-04-22
29 min
Cut The Tie | Define Success on Your Own Terms
“I Had to Burn the Ships”—How Brett Swarts Let Go of Old Strategies to Build Real Wealth
Cut The Tie Podcast with Thomas HelfrichUnlocking Legacy Through Passive Income & Purpose | Brett SwartsBrett Swarts, founder of Capital Gains Tax Solutions, joins Thomas to share his journey from restaurant jobs and real estate side hustles to building a tax strategy firm that helps clients unlock true financial freedom. Brett opens up about his family’s legacy, faith, and the moment he cut ties with limited thinking to live a life of impact.About Brett Swarts:Brett is the founder of Capital Gains Tax So...
2025-04-20
10 min
The Curtis McCullom Show
IRS Loopholes Every Real Estate Investor Needs to Know About Assets and Taxes w/ Brett Swarts
Brett Swarts is the founder of Capital Gains Tax Solutions, a bestselling author, and host of two podcasts about building wealth. He helps business owners and investors keep more of their money by legally reducing taxes when they sell properties or businesses.With me in today’s episode, Brett opens up about his real-life story of growing up with family struggles, financial hardship, and divorce, and how he used his faith and discipline to build a successful career. We talk about how faith played a big role in Brett’s life, helping him overcome tough times and buil...
2025-04-08
36 min
Mailbox Money Show
Brett Swarts – Tax-Advantage Investment Strategies
Get my new book: https://bronsonequity.com/fireyourselfDownload my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflationWelcome to our latest episode!Today, we’re joined by Brett Swarts, Founder of Capital Gains Tax Solutions, best-selling author, and SUCCESS® Certified Coach. With a remarkable track record in facilitating over $500 million in Deferred Sales Trust (DST) transactions, Brett has made it his mission to help high-net-worth individuals and their advisors defer taxes and build lasting wealth thr...
2025-04-07
32 min
Senior Housing Investors
Your Legacy Shouldn't Be Destroyed by Capital Gains Tax with Brett Swarts
Send us a textBrett Swarts reveals how the Deferred Sales Trust offers freedom, flexibility, and tax deferral for high-net-worth individuals exiting businesses or real estate investments. This innovative strategy provides an alternative to traditional 1031 exchanges by allowing sellers to defer capital gains taxes while creating truly passive income streams.• Understanding how capital gains taxes can take 20-50% of profits when selling appreciated assets• How Deferred Sales Trust works as an installment sale with a trust that provides complete investment flexibility• Real-world examples including a dental practice sold for $16M generating $120K monthly in pas...
2025-03-29
42 min
Capital Gains Tax Solutions Podcast
DST Basics with Brett Swarts & Dan Palmer
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 TwitterCapital Gains Tax Solutions Linked In
2025-03-21
46 min
Real Estate Roundtable
Tax Secrets Unveiled: How to Keep More of Your Wealth! with Brett Swarts - EP 34
👨‍💼With Special Guest:  Brett SwartsIn this episode of the Real Estate Round Table, host Lance welcomes Brett Swarts, founder of Capital Gains Tax Solutions and an expert in tax deferral strategies. Brett shares his insights on preserving wealth through innovative techniques like the Deferred Sales Trust (DST), which helps investors defer capital gains taxes and unlock new investment opportunities. Brett discusses his inspiration for specializing in capital gains tax deferral, stemming from personal experiences and observing the financial pain of friends and clients during the 2008 real estate crash. He further explains the mechanics of a DST, the diffe...
2025-02-27
54 min
The Iron Deep Podcast
TAX SAVINGS STRATEGIES | Smarter Capital Gains Tax Exit Plans | Brett Swarts
Many entrepreneurs do an incredible job at building wealth, but then they lose it all because they don't have good exit plans. 1031 exchanges can be a nightmare for so many entrepreneurs, but a lot of times they don't see any other options besides taking huge losses.Capital Gains Exit Plan Expert, Brett Swarts, is here to help explain insights and strategies to business owners, so they don't end up losing all of the wealth they worked so hard for. Brett has helped save billions of dollars for his clients over the decades.
2025-02-04
40 min
The Golden Mic (W/ Josh Forti)
418: How To Pay No Capital Gains Taxes On Assets Sales Without A 1031 Exchange (W/ Brett Swarts)
In this episode of The Golden Mic Podcast, I sit down with Brett Swarts, Brett Swarts is an entrepreneur and founder of Capital Gains Tax Solutions. He is the author of Amazon's #1 best seller "Building a Capital Gains Tax Exit Plan," and SUCCESS® Certified Coach. He brings a unique approach to exit planning using the DST, real estate investment, and wealth management. In today’s episode, Brett and I discuss wealth management, capital gains tax, legal tax deferrals, and financial strategies. We dive into money and financial exits and what are the most important aspects of financial disc...
2024-07-11
1h 20
Real Estate Breakthrough
#189 Brett Swarts: Deferred Sales Trust vs. 1031 Exchange: Unlocking Tax-Free Wealth Strategies
Welcome to a special episode of The Real Estate Breakthrough Show! Today, we have the honor of hosting Brett Swarts, an accomplished entrepreneur and the founder of Capital Gains Tax Solutions. Brett, who serves as a Deferred Sales Trust Trustee, brings a wealth of knowledge in exit planning, real estate investment, and wealth management.  He is the author of Amazon's #1 best-seller "Building a Capital Gains Tax Exit Plan" and a SUCCESS® Certified Coach, making him an authority in the field. About Brett Swarts: Brett Swarts leads Capital Gains Tax Solutions, where he helps clients with ne...
2024-07-02
41 min
The Conscious Investor
Ep471: Leveraging Deferred Sales Trust (DST) for Tax-Efficient Investing with Brett Swarts
Join us in today’s episode as Brett Swarts unveils the game-changing deferred sales trust (DST) strategy for high-net-worth individuals to conquer capital gains tax and achieve financial liberation. Listen until the end as we explore the importance of tax-deferred strategies in your investments. Tap in to learn more!KEY TAKEAWAYSKey concepts in understanding arbitrage Pros and cons of 1031 exchange and deferred sales trust (DST)Tips to educate investors on being a seller carry in real estate transactionsWhy are tax-deferred strategies crucial in your inv...
2024-03-14
43 min
Millionaire Mindcast
Investors, Business Owners, and Crypto Millionaires Defer Millions in Capital Gains Tax Using The Deferred Sales Trust (DST) | Brett Swarts
Guest Bio: Brett Swarts is an expert in capital gains tax reduction strategies, particularly the Deferred Sales Trust. With years of experience in real estate and as a tax strategy educator, Brett has helped numerous clients navigate the complexities of investing, selling, and deferring taxes. He is dedicated to empowering individuals to achieve financial freedom through informed, strategic decision-making. Episode Summary: This episode delves into the Deferred Sales Trust, a powerful tool for deferring capital gains taxes and enhancing financial flexibility. Brett Swarts, from Capital Gains Tax Solutions, shares his expertise on how individuals can leverage Deferred...
2024-02-12
40 min
The Liquid Lunch Project
Deferred Sales Trust with Brett Swarts
Every tax strategy works until it’s audited. This is why having an expert in your corner who knows what they’re talking about is critical.  And one such expert is on the show today. Meet Brett Swarts, founder of Capital Gains Tax Solutions. His mission is to equip high-net-worth individuals with the Deferred Sales Trust (DST) tool to help them defer capital gains tax on the sale of their assets. His team can help you clarify your exit plan and determine the right timing to sell, set up the DST and sell your asset and de...
2023-07-03
44 min
The Liquid Lunch Project
Deferred Sales Trust with Brett Swarts
Every tax strategy works until it’s audited. This is why having an expert in your corner who knows what they’re talking about is critical.  And one such expert is on the show today. Meet Brett Swarts, founder of Capital Gains Tax Solutions. His mission is to equip high-net-worth individuals with the Deferred Sales Trust (DST) tool to help them defer capital gains tax on the sale of their assets. His team can help you clarify your exit plan and determine the right timing to sell, set up the DST and sell your asset and de...
2023-07-03
44 min
The Indy Investor
Capital Gains Tax Solutions: Build Your Exit Plan And Save More Money On Taxes With Brett Swarts
It is said that cashflow is king. That remains to be true, but in this day and age, tax flow is becoming the new king because the government has a spending problem. It is inefficient with capital, and that money can be used for more good if it’s in the hands of the people who created it. Brett Swarts strongly believes in the need for people to take back more of their hard-earned wealth. He wrote the book Building a Capital Gains Tax Exit Plan, that teaches how we can defer capital gains tax and use that money to...
2023-05-17
22 min
Average Joe Finances
185. Protecting Your Wealth with a Deferred Sales Trust with Brett Swarts
Send us a textJoin Mike Cavaggioni with Brett Swarts on the 185th episode of the Average Joe Finances Podcast. Bret shares his passion about educating high net worth individuals in capital gains tax deferral with a Deferred Sales Trust.In this episode, you’ll learn:•Deferring capital gains tax on the sale of a business or primary home•Escaping hostage to 1031 exchange or rescue a failed 1031 exchange•How to grow CRE Syndication Business using Deferred Sales Trust•Building a tax-deferred wealth plan•And...
2023-04-30
44 min
Icons of Real Estate Podcast
Conversation With CEO of Capital Gains Tax Solution Brett Swarts: Target Market, Tax & More - EP261
🎙️Episode 261: Conversation With CEO of Capital Gains Tax Solution Brett Swarts: Target Market, Tax & More 👨‍💼Guest Bio: Brett Swarts is the Founder/CEO of Capital Gains Tax Solutions LLC. He loves helping his clients defer their capital gains taxes. Brett enjoys planning exit strategies with sellers of real estate, crypto, or businesses while determining whether the Deferred Sales Trust is a good fit for them. He enjoys assisting people in either permanently escaping the 1031 exchange or saving a failing 1031 exchange. #IconsOfRealEstate #JoinTheIconsMovement 🗣️Notab...
2023-02-09
22 min
How Did They Do It? Real Estate
SA619 | Time-Tested RE Exit Strategies for Tax-Deferred Returns with Brett Swarts
Break out of capital gains tax jail using a legal, innovative strategy with Brett Swarts in today’s episode about an overview of a deferred sales trust and how it can help your real estate business thrive. So if you want to learn a tactical way to defer your taxes, this episode is the one for you!Key Takeaways to Listen forDeferred sales trust: How it works and how it differs from a 1031 exchangeHow to leverage a DST to reduce your capital gains taxDST structures that help create generational wealth for your fa...
2023-01-30
36 min
Real Estate Breakthrough
#150: Brett Swarts- The 8 Freedoms of Deferred Sales Tax
“What you really want to focus on in real estate ideally is borrowing at a lower interest rate than your actual cash on cash return.” -Brett Swarts  Today I am interviewing Brett Swarts. He is the Founder and CEO of Capital Gains Tax Solutions, which is a national Deferred SalesTrust Trustee firm. Brett and his team together have over 20 years of real estate investing experience as well as 13 years of deferred sales tax experience helping many people and businesses achieve their financial goals. He has been a guest speaker on many other platforms and has a Yout...
2022-11-21
46 min
Expert CRE Secrets Podcast
eXp Commercial - Can Your Brokerage Compete?
Brett Swarts is considered one of the most well-rounded Capital Gains Tax Deferral Experts and informative speakers in the nation. His audiences are challenged to create and develop a tax-deferred transformational exit wealth plan using The Deferred Sales Trust™ (“DST”) so they can create and preserve more wealth. Brett is the Founder of Capital Gains Tax Solutions and host of the Capital Gains Tax Solutions podcast. Each year, he equips hundreds of high-net-worth business professionals with the DST tool to help their high-net-worth clients break out of capital gains tax jail.Connect with Brett Swarts...
2022-02-24
27 min
Grow Your Business and Grow Your Wealth
Brett Swarts, Capital Gains Tax Deferral Experts and Founder of Capital Gains Tax Solutions
Show Notes - The Grow Your Business and Grow Your Wealth podcast with Gary Heldt - EP 077 Brett Swarts, Capital Gains Tax Deferral Experts and Founder of Capital Gains Tax Solutions Brett Swarts, founder of Capital Gains Tax Solutions, educator, investor, and host of Capital Gains Tax Solutions Podcast, expert CRE secrets, and a host of Crypto Mastermind webinar every Friday.Brett Swarts is an entrepreneur; deferred sales trust expert/trustee, CRE investor, podcaster, and Northern CA multifamily broker. His leadership roles inc...
2022-01-05
35 min
Capital Gains Tax Solutions Podcast
Deferring Tax on Bitcoin with Brett Swarts & Mitch Stephen
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
2021-12-21
36 min
Expert CRE Secrets Podcast
Talking Real Estate with Brett Swarts & Jon Dwoskin June 26 episode
When Jon turned 43, he made a career out of being himself. He is an executive advisor, business coach, sales coaching, training, and management coaching, training keynotes, and Founder/Chief Executive Officer of The Jon Dwoskin Experience.  He's been called the “business whisperer” because he can see what you cannot see and hear what you cannot hear at your company. His passion extends to myriad non-profit organizations including sitting on the board of Hebrew Free Loan and, as an 18-year cancer survivor, being a mentor with Imerman Angels.In o...
2021-12-02
18 min
Expert CRE Secrets Podcast
Talking Real Estate with Brett Swarts & Jon Dwoskin June 19 episode
When Jon turned 43, he made a career out of being himself. He is an executive advisor, business coach, sales coaching, training, and management coaching, training keynotes, and Founder/Chief Executive Officer of The Jon Dwoskin Experience.  He's been called the “business whisperer” because he can see what you cannot see and hear what you cannot hear at your company. His passion extends to myriad non-profit organizations including sitting on the board of Hebrew Free Loan and, as an 18-year cancer survivor, being a mentor with Imerman Angels.In o...
2021-11-25
23 min
Capital Gains Tax Solutions Podcast
On How To Stay Liquid Without Kicking In Any Tax Consequences with Brett Swarts
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
2021-11-20
04 min
Expert CRE Secrets Podcast
CRE SPECIAL SERIES CRE Brokerage Training with co-host Brett Swarts with Jon Dwoskin
When Jon turned 43, he made a career out of being himself. He is an executive advisor, business coach, sales coaching, training and management coaching, training keynotes, and Founder/Chief Executive Officer of The Jon Dwoskin Experience.  He's been called the “business whisperer” because he can see what you cannot see and hear what you cannot hear at your company. His passion extends to myriad non-profit organizations including sitting on the board of Hebrew Free Loan and, as an 18-year cancer survivor, being a mentor with Imerman Angels.In our conver...
2021-11-18
24 min
Capital Gains Tax Solutions Podcast
The Benefits of the Deferred Sales Trust with Brett Swarts
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
2021-11-13
04 min
Expert CRE Secrets Podcast
Talking Real Estate with Brett Swarts & Jon Dwoskin
When Jon turned 43, he made a career out of being himself. He is an executive advisor, business coach, sales coaching, training, and management coaching, training keynotes, and Founder/Chief Executive Officer of The Jon Dwoskin Experience.  He's been called the “business whisperer” because he can see what you cannot see and hear what you cannot hear at your company. His passion extends to myriad non-profit organizations including sitting on the board of Hebrew Free Loan and, as an 18-year cancer survivor, being a mentor with Imerman Angels.In o...
2021-11-11
26 min
Capital Gains Tax Solutions Podcast
Number One Piece of Advice you Would Have For Someone Who's Considering This Type of Exit Strategy with Brett Swarts
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
2021-11-06
05 min
Capital Gains Tax Solutions Podcast
Talking Real Estate with Brett Swarts & Jon Dwoskin June 26 Episode
When Jon turned 43, he made a career out of being himself. He is an executive advisor, business coach, sales coaching, training, and management coaching, training keynotes, and Founder/Chief Executive Officer of The Jon Dwoskin Experience.  He's been called the “business whisperer” because he can see what you cannot see and hear what you cannot hear at your company. His passion extends to myriad non-profit organizations including sitting on the board of Hebrew Free Loan and, as an 18-year cancer survivor, being a mentor with Imerman Angels.In o...
2021-11-03
17 min
Capital Gains Tax Solutions Podcast
Talking Real Estate with Brett Swarts & Jon Dwoskin June 19 Episode
When Jon turned 43, he made a career out of being himself. He is an executive advisor, business coach, sales coaching, training, and management coaching, training keynotes, and Founder/Chief Executive Officer of The Jon Dwoskin Experience.  He's been called the “business whisperer” because he can see what you cannot see and hear what you cannot hear at your company. His passion extends to myriad non-profit organizations including sitting on the board of Hebrew Free Loan and, as an 18-year cancer survivor, being a mentor with Imerman Angels.In o...
2021-11-01
23 min
Capital Gains Tax Solutions Podcast
On What is a Deferred Sales Trust with Brett Swarts
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
2021-10-30
04 min
Capital Gains Tax Solutions Podcast
Brett Swarts shares his story from Cheesecake Factory to Founder of Capital Gains Tax Solutions Nate Lambert
Dr. Nate Lambert is a real estate investor, a world traveler, 45 countries, and counting. He's a psychology PhD, the father of five boys, a philanthropist, and an international speaker. He flips roughly 20 houses annually and has over 50 rental properties, numbers that continue to grow every year, he has helped more than 180 people find the right real estate deals in 46 states. His goal is to achieve over $100,000 per month in passive income and to help over 1000 people become real estate millionaires.He helps equip people with the knowledge, skills, and resources to get into their...
2021-10-29
34 min
Capital Gains Tax Solutions Podcast
SPECIAL SERIES CRE Brokerage Training with co-host Brett Swarts with Jon Dwoskin
When Jon turned 43, he made a career out of being himself. He is an executive advisor, business coach, sales coaching, training, and management coaching, training keynotes, and Founder/Chief Executive Officer of The Jon Dwoskin Experience.  He's been called the “business whisperer” because he can see what you cannot see and hear what you cannot hear at your company. His passion extends to myriad non-profit organizations including sitting on the board of Hebrew Free Loan and, as an 18-year cancer survivor, being a mentor with Imerman Angels.In our conver...
2021-10-27
24 min
Capital Gains Tax Solutions Podcast
Talking Real Estate with Brett Swarts & Jon Dwoskin
When Jon turned 43, he made a career out of being himself. He is an executive advisor, business coach, sales coaching, training, and management coaching, training keynotes, and Founder/Chief Executive Officer of The Jon Dwoskin Experience.  He's been called the “business whisperer” because he can see what you cannot see and hear what you cannot hear at your company. His passion extends to myriad non-profit organizations including sitting on the board of Hebrew Free Loan and, as an 18-year cancer survivor, being a mentor with Imerman Angels.In o...
2021-10-25
26 min
Capital Gains Tax Solutions Podcast
The Main Difference of 1031 Exchange Versus Deferred Sales Trust with Brett Swarts
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
2021-10-16
03 min
Capital Gains Tax Solutions Podcast
Selling Crypto Currency and Deferring Capital Gains Tax with Hunter Thompson & Brett Swarts
Having a background in economics has allowed Hunter to achieve a holistic approach to analyzing real estate data and has led me to a unique perspective on out-of-state investing. The goal of his business is to help clients invest in passive cash flow opportunities that provide a healthy return on investment, without the headaches associated with the stock market's volatility. He analyzed and closed residential real estate acquisitions, hard money loans, bridge financing opportunities, commercial and residential syndications, mobile home parks, retail opportunities, and syndicated office space investments. He worked with multiple asset teams a...
2021-10-11
31 min
Capital Gains Tax Solutions Podcast
Selling Bitcoin, Ethereum Capital Gains Tax-Deferred Using the Deferred Sales Trust with Brett Swarts
https://capitalgainstaxsolutions.com/selling-bitcoin-ethereum-capital-gains-tax-deferred-using-the-deferred-sales-trust/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
2021-10-10
04 min
Capital Gains Tax Solutions Podcast
What is the Deferred Sales Trust with Brett Swarts
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
2021-10-09
01 min
Capital Gains Tax Solutions Podcast
Where Did Brett Swarts Find the Deferred Sales Trust And How Could It Help Excel People
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
2021-10-02
04 min
Capital Gains Tax Solutions Podcast
Primer on a 1031 Exchange with Brett Swarts
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
2021-09-25
02 min
Capital Gains Tax Solutions Podcast
Some of the Different Decisions That Brett Swarts Made In His Life To Get To This Point In His Journey
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
2021-09-18
01 min
Real Estate Investor Podcast
Episode #72: DST to Unlock Capital for Deals with Brett Swarts
Today we welcome Brett Swarts to the show, the founder of Capital Gains Tax Solutions. Brett is also a commercial real estate broker, multi-family expert, and he and his company strive to help people who feel trapped by capital gains tax when selling highly appreciated apartment buildings. They like to refer to themselves as the Netflix way of deferred taxes! Joining in today, listeners will hear all about the difference between deferred sales taxes and a 1031, a great explanation on the confidence you can have in their secret recipe, how they deal with the estate “elephant in the room,’ and...
2021-09-17
22 min
Capital Gains Tax Solutions Podcast
Deferred Sales Trust: Why, How, When, To Use It with Brett Swarts
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
2021-09-04
07 min
Capital Gains Tax Solutions Podcast
What Brett Swarts Sees In Opportunity Zones
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
2021-08-28
02 min
Capital Gains Tax Solutions Podcast
Becoming a Capital Gains Tax Solution Expert with Brett Swarts
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
2021-08-21
03 min
Capital Gains Tax Solutions Podcast
How to Structure the Deferred Sales Trust with Brett Swarts
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
2021-08-14
04 min
Capital Gains Tax Solutions Podcast
Deferred Sales Trust and how it was build with Brett Swarts
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
2021-08-07
05 min
Capital Gains Tax Solutions Podcast
The Difference Between 1031 Exchange And The Deferred Sales Trust with Brett Swarts
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
2021-07-31
06 min
Capital Gains Tax Solutions Podcast
How Long Does The Deferred Sales Trust Take with Brett Swarts
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
2021-07-24
03 min
Capital Gains Tax Solutions Podcast
How Brett Swarts Got Started Investing in Real Estate
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
2021-07-17
04 min
Capital Gains Tax Solutions Podcast
How Brett Swarts Became an Expert with the Deferred Sales Trust
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
2021-07-10
06 min
Capital Gains Tax Solutions Podcast
The Difference Between 1031 Exchange and Deferred Sales Trust with Brett Swarts
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
2021-07-03
02 min
Capital Gains Tax Solutions Podcast
How Deferred Sales Trust works with Brett Swarts
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
2021-06-26
04 min
Capital Gains Tax Solutions Podcast
How Brett Swarts Get Into Real Estate, and Capital Gains Tax Solutions
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
2021-06-19
04 min
Capital Gains Tax Solutions Podcast
How Brett Swarts Started The Capital Gains Tax Solutions
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
2021-06-12
02 min
Capital Gains Tax Solutions Podcast
How The Deferred Sales Trust Works, Who this Works for, And Its Benefits with Brett Swarts
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
2021-06-05
02 min
Capital Gains Tax Solutions Podcast
1st Secret of Transformational Exit Plan with Brett Swarts and Logan Freeman
Logan Freeman is a commercial real estate investor, developer, and broker. He is the key principal of FTW Investments which owns over $50M worth of real estate including over 700 apartment units, an 800 unit self-storage facility, 2 hotels, and two NNN retail shopping centers. He is also the host of the Compression Podcast. He specializes in off-market and investment properties. He represents buyers and sellers of multifamily and commercial properties. He sources cash-flowing properties for investors through creativity, networking, and work ethic which has developed into a proven strategy to win. In...
2021-05-31
28 min
Capital Gains Tax Solutions Podcast
What is the Deferred Sales Trust with Brett Swarts
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
2021-05-29
03 min
Capital Gains Tax Solutions Podcast
The Difference Between 1031 Exchange and The Deferred Sales Trust with Brett Swarts
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
2021-05-22
05 min
Capital Gains Tax Solutions Podcast
How Deferred Sales Trust Works with Brett Swarts
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
2021-05-15
06 min
Capital Gains Tax Solutions Podcast
What is a Deferred Sales Trust with Brett Swarts
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
2021-05-08
05 min
Capital Gains Tax Solutions Podcast
What is a Deferred Sales Trust with Brett Swarts
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2021-05-01
03 min
Capital Gains Tax Solutions Podcast
Creating Wealth In Commercial Lease Options With Peter Conti
Peter Conti– Capital Gains Tax Solutions Podcast with Brett Swarts Episode 074 Creating Wealth in Commercial Lease Options with Peter ContiPeter Conti is an expert in commercial real estate and he co-authored the book, Commercial Real Estate Investing for Dummies.Because he didn’t feel that college was for him, he started out as a car mechanic 30 years ago. He educated himself in the world of real estate and bought his first commercial property. Since then Peter has partnered with thousands of people all across the w...
2021-04-12
38 min
Capital Gains Tax Solutions Podcast
Best Practices In Building And Preserving Wealth Patrick Lilly
Patrick Lilly– Capital Gains Tax Solutions Podcast with Brett Swarts Episode 073 Best Practices in Building and Preserving Wealth with Patrick LillyPatrick Lilly has a long track record as a New York City real estate broker. He leads a first-class team and enjoys being an educator, transformational life coach, speaker and world traveler. With his podcast, Real Estate Success Rocks, he helps real estate agents grow their business and help their clients.Patrick has sold over 1,200 properties worth more than $1.35 billion over his 34-year career. He’...
2021-04-09
29 min
Capital Gains Tax Solutions Podcast
Importance Of Tax Planning with Matthew Chancey
Matthew Chancey, CFP– Capital Gains Tax Solutions Podcast with Brett Swarts Episode 072 Importance of Tax Planning with Matthew Chancey, CFPMatt Chancey, CFP, has spent the last 15 years in the financial services space helping clients solve big tax problems with advanced strategies around income and capital gains taxes. Matt shares his advice in his keynote presentations and has been featured in national media outlets including Orlando Sentinel, The Wall Street Journal, ABC, NBC, CBS, Fox News, CNBC, Digital Bloomberg, and Investment News.Matt looks for cli...
2021-04-07
38 min
The Real Estate Investing Club
Utilizing Deferred Sales Trusts to Catapult Your Wealth with Brett Swarts (The Real Estate Investing Club #127)
Want to become financially free through real estate? Check out our eBook to learn how to jump start a cash flowing real estate portfolio here https://www.therealestateinvestingclub.com/real-estate-wealth-bookIn this episode of The Real Estate Investing Club I interview Brett Swarts, Brett Swarts is considered one of the most well-rounded Capital Gains Tax Deferral Experts and informative speakers on the west coast. His audiences are challenged to create and develop a tax-deferred transformational exit wealth plan using The Deferred Sales Trust™ (“DST”) so they can create and preserve more wealth. Brett is the Founder of Capital Gai...
2021-04-07
29 min
Capital Gains Tax Solutions Podcast
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 Br...
2021-04-05
35 min
Capital Gains Tax Solutions Podcast
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, T...
2021-04-02
18 min
Capital Gains Tax Solutions Podcast
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...
2021-03-31
25 min
Capital Gains Tax Solutions Podcast
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 ho...
2021-03-27
39 min
Capital Gains Tax Solutions Podcast
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 freed...
2021-03-22
29 min
Capital Gains Tax Solutions Podcast
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...
2021-03-20
21 min
Capital Gains Tax Solutions Podcast
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 pac...
2021-03-15
30 min
Capital Gains Tax Solutions Podcast
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...
2021-03-09
31 min
Capital Gains Tax Solutions Podcast
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 fort...
2021-02-27
39 min