Shows
Multiply Your Success with Dr. Tom DuFore276. Gain Freedom From Capital Gains Tax Using a Deferred Sales Trust—Brett Swarts, CEO, Capital Gains Tax SolutionsWhat are your tax plans for when you exit your business? Do you have one? Our guest today is Brett Swarts, is a capital gains and exit tax planning expert. TODAY'S WIN-WIN:Write down what matters the most.LINKS FROM THE EPISODE:Schedule your free franchise consultation with Big Sky Franchise Team: https://bigskyfranchiseteam.com/. You can visit our guest's website at: https://capitalgainstaxsolutions.com/Attend our Franchise Sales Training Workshop: https://bigskyfranchiseteam.com/franchisesalestraining/Connect with our guest on social:https://www.linkedin.com/in/brett-swarts/https://www.yout...
2025-09-2227 min
The David Guttman PodcastHow to Defer Capital Gains Taxes Legally! | Brett SwartsI thought I was interviewing Brett Swarts about capital gains tax strategy, instead, I got a masterclass on how financial planning reveals our deepest values about life, legacy, and what truly matters. His story of forgiving his father at 14, working nights at Cheesecake Factory while building an empire, and raising five kids with intentional daily questions showed me that the best wealth strategies aren’t just about deferring taxes, they’re about designing a life aligned with your soul. Sometimes, the most profound business conversations happen when we stop talking about business entirely. What’s one conversation that unexpectedly shifte...
2025-08-121h 33
The Next-Level Income ShowNext Level 252: Family, Mission, Vision & Values with Brett SwartsIn 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...
2025-04-2229 min
Cut The Tie | Own Your Success“I Had to Burn the Ships”—How Brett Swarts Let Go of Old Strategies to Build Real WealthSend us a textCut 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 th...
2025-04-2010 min
The Curtis McCullom ShowIRS Loopholes Every Real Estate Investor Needs to Know About Assets and Taxes w/ Brett SwartsBrett 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...
2025-04-0836 min
Mailbox Money ShowBrett Swarts – Tax-Advantage Investment StrategiesGet 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...
2025-04-0732 min
Senior Housing InvestorsYour Legacy Shouldn't Be Destroyed by Capital Gains Tax with Brett SwartsBrett 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 passive income• Differences from 1031 exchange...
2025-03-2942 min
The Krinzman Property PlaybookUnlocking Wealth with Capital Gains Tax Solutions: Expert Insights from Brett Swarts - EP 5Are you looking to legally defer capital gains taxes and reinvest your wealth? In this episode of The Krinzman Property Playbook, host Matthew Krinzman speaks with Brett Swarts, an expert in Deferred Sales Trusts (DSTs) and capital gains tax strategies. Brett explains how investors and business owners can use DSTs to maximize their profits, avoid common tax pitfalls, and reinvest wealth without the pressure of a 1031 exchange deadline. If you own real estate, stocks, or a business and want to defer taxes while building long-term financial security, this episode is a must-listen!👤 Featuring: 💰 Brett Swarts – CEO & Fo...
2025-03-2842 min
Capital Gains Tax Solutions PodcastDST Basics with Brett Swarts & Dan PalmerLove 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
2025-03-2146 min
Real Estate RoundtableTax 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...
2025-02-2754 min
The Iron Deep PodcastTAX SAVINGS STRATEGIES | Smarter Capital Gains Tax Exit Plans | Brett SwartsMany 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.
2025-02-0440 min
#GetPaid Be Free (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...
2024-07-111h 20
The RecalibrationEp471: Leveraging Deferred Sales Trust (DST) for Tax-Efficient Investing with Brett SwartsJoin 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...
2024-03-1443 min
Millionaire MindcastInvestors, Business Owners, and Crypto Millionaires Defer Millions in Capital Gains Tax Using The Deferred Sales Trust (DST) | Brett SwartsGuest 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...
2024-02-1240 min
The Liquid Lunch ProjectDeferred Sales Trust with Brett SwartsEvery 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 defer yo...
2023-07-0344 minThe Liquid Lunch ProjectDeferred Sales Trust with Brett SwartsEvery 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 defer yo...
2023-07-0344 min
The Indy InvestorCapital Gains Tax Solutions: Build Your Exit Plan And Save More Money On Taxes With Brett SwartsIt 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...
2023-05-1722 min
Average Joe Finances185. Protecting Your Wealth with a Deferred Sales Trust with Brett SwartsJoin 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 much more!
2023-04-3044 min
Icons of Real Estate PodcastConversation 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.
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#JoinTheIconsMovement
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2023-02-0922 min
How Did They Do It? Real EstateSA619 | Time-Tested RE Exit Strategies for Tax-Deferred Returns with Brett SwartsBreak 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...
2023-01-3036 min
Expert CRE Secrets PodcasteXp 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...
2022-02-2427 min
Grow Your Business and Grow Your WealthBrett Swarts, Capital Gains Tax Deferral Experts and Founder of Capital Gains Tax SolutionsShow 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...
2022-01-0535 minCapital Gains Tax Solutions PodcastDeferring Tax on Bitcoin with Brett Swarts & Mitch StephenLove 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
2021-12-2136 minExpert CRE Secrets PodcastTalking Real Estate with Brett Swarts & Jon Dwoskin June 26 episodeWhen 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...
2021-12-0218 minExpert CRE Secrets PodcastTalking Real Estate with Brett Swarts & Jon Dwoskin June 19 episodeWhen 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...
2021-11-2523 minCapital Gains Tax Solutions PodcastOn How To Stay Liquid Without Kicking In Any Tax Consequences with Brett SwartsLove 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
2021-11-2004 minExpert CRE Secrets PodcastCRE SPECIAL SERIES CRE Brokerage Training with co-host Brett Swarts with Jon DwoskinWhen 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...
2021-11-1824 minCapital Gains Tax Solutions PodcastThe Benefits of the Deferred Sales Trust with Brett SwartsLove 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
2021-11-1304 minExpert CRE Secrets PodcastTalking Real Estate with Brett Swarts & Jon DwoskinWhen 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...
2021-11-1126 minCapital Gains Tax Solutions PodcastNumber One Piece of Advice you Would Have For Someone Who's Considering This Type of Exit Strategy with Brett SwartsLove 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
2021-11-0605 minCapital Gains Tax Solutions PodcastTalking Real Estate with Brett Swarts & Jon Dwoskin June 26 EpisodeWhen 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...
2021-11-0317 minCapital Gains Tax Solutions PodcastTalking Real Estate with Brett Swarts & Jon Dwoskin June 19 EpisodeWhen 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...
2021-11-0123 minCapital Gains Tax Solutions PodcastOn What is a Deferred Sales Trust with Brett SwartsLove 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
2021-10-3004 minCapital Gains Tax Solutions PodcastBrett Swarts shares his story from Cheesecake Factory to Founder of Capital Gains Tax Solutions Nate LambertDr. 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...
2021-10-2934 minCapital Gains Tax Solutions PodcastSPECIAL SERIES CRE Brokerage Training with co-host Brett Swarts with Jon DwoskinWhen 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...
2021-10-2724 minCapital Gains Tax Solutions PodcastTalking Real Estate with Brett Swarts & Jon DwoskinWhen 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...
2021-10-2526 minCapital Gains Tax Solutions PodcastThe Main Difference of 1031 Exchange Versus Deferred Sales Trust with Brett SwartsLove 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
2021-10-1603 minCapital Gains Tax Solutions PodcastSelling Crypto Currency and Deferring Capital Gains Tax with Hunter Thompson & Brett SwartsHaving 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...
2021-10-1131 minCapital Gains Tax Solutions PodcastSelling Bitcoin, Ethereum Capital Gains Tax-Deferred Using the Deferred Sales Trust with Brett Swartshttps://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
2021-10-1004 minCapital Gains Tax Solutions PodcastWhat is the Deferred Sales Trust with Brett SwartsLove 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
2021-10-0901 minCapital Gains Tax Solutions PodcastWhere Did Brett Swarts Find the Deferred Sales Trust And How Could It Help Excel PeopleLove 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
2021-10-0204 minCapital Gains Tax Solutions PodcastPrimer on a 1031 Exchange with Brett SwartsLove 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
2021-09-2502 minCapital Gains Tax Solutions PodcastSome of the Different Decisions That Brett Swarts Made In His Life To Get To This Point In His JourneyLove 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
2021-09-1801 min
Real Estate Investor PodcastEpisode #72: DST to Unlock Capital for Deals with Brett SwartsToday 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...
2021-09-1722 minCapital Gains Tax Solutions PodcastDeferred Sales Trust: Why, How, When, To Use It with Brett SwartsLove 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
2021-09-0407 minCapital Gains Tax Solutions PodcastWhat Brett Swarts Sees In Opportunity ZonesLove 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
2021-08-2802 minCapital Gains Tax Solutions PodcastBecoming a Capital Gains Tax Solution Expert with Brett SwartsLove 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
2021-08-2103 minCapital Gains Tax Solutions PodcastHow to Structure the Deferred Sales Trust with Brett SwartsLove 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
2021-08-1404 minCapital Gains Tax Solutions PodcastDeferred Sales Trust and how it was build with Brett SwartsLove 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
2021-08-0705 minCapital Gains Tax Solutions PodcastThe Difference Between 1031 Exchange And The Deferred Sales Trust with Brett SwartsLove 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
2021-07-3106 minCapital Gains Tax Solutions PodcastHow Long Does The Deferred Sales Trust Take with Brett SwartsLove 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
2021-07-2403 minCapital Gains Tax Solutions PodcastHow Brett Swarts Got Started Investing in Real EstateLove 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
2021-07-1704 minCapital Gains Tax Solutions PodcastHow Brett Swarts Became an Expert with the Deferred Sales TrustLove 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
2021-07-1006 minCapital Gains Tax Solutions PodcastThe Difference Between 1031 Exchange and Deferred Sales Trust with Brett SwartsLove 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
2021-07-0302 minCapital Gains Tax Solutions PodcastHow Deferred Sales Trust works with Brett SwartsLove 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
2021-06-2604 minCapital Gains Tax Solutions PodcastHow Brett Swarts Get Into Real Estate, and Capital Gains Tax SolutionsLove 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
2021-06-1904 minCapital Gains Tax Solutions PodcastHow Brett Swarts Started The Capital Gains Tax SolutionsLove 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
2021-06-1202 minCapital Gains Tax Solutions PodcastHow The Deferred Sales Trust Works, Who this Works for, And Its Benefits with Brett SwartsLove 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
2021-06-0502 min
Capital Gains Tax Solutions Podcast1st Secret of Transformational Exit Plan with Brett Swarts and Logan FreemanLogan 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...
2021-05-3128 minCapital Gains Tax Solutions PodcastWhat is the Deferred Sales Trust with Brett SwartsLove 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
2021-05-2903 minCapital Gains Tax Solutions PodcastThe Difference Between 1031 Exchange and The Deferred Sales Trust with Brett SwartsLove 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
2021-05-2205 minCapital Gains Tax Solutions PodcastHow Deferred Sales Trust Works with Brett SwartsLove 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
2021-05-1506 minCapital Gains Tax Solutions PodcastWhat is a Deferred Sales Trust with Brett SwartsLove 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
2021-05-0805 minCapital Gains Tax Solutions PodcastWhat is a Deferred Sales Trust with Brett SwartsLove 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
2021-05-0103 min
Capital Gains Tax Solutions PodcastCreating Wealth In Commercial Lease Options With Peter ContiPeter 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...
2021-04-1238 min
Capital Gains Tax Solutions PodcastBest Practices In Building And Preserving Wealth Patrick LillyPatrick 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’...
2021-04-0929 min
Capital Gains Tax Solutions PodcastImportance Of Tax Planning with Matthew ChanceyMatthew 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...
2021-04-0738 min
The Real Estate Investing ClubUtilizing 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...
2021-04-0728 min
Capital Gains Tax Solutions PodcastLearning about the Deferred Sales Trust for the 1st time as a CRE Broker with Marty HallMarty 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...
2021-04-0535 min
Capital Gains Tax Solutions PodcastEmpowering Entrepreneurs By Increasing Their Wealth And Productivity With Tandy PryorTandy 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...
2021-04-0218 min
Capital Gains Tax Solutions PodcastFinding Secure And High Return Deals With Thomas BraegelmannThomas 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...
2021-03-3125 min
Capital Gains Tax Solutions PodcastCreating Wealth Through Value Added Opportunities With Joseph & Jasmin MimsJoseph 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...
2021-03-2739 min
Capital Gains Tax Solutions PodcastDiscover Why the Wealthy Pay Less in Taxes with Joey Muré & Russ MorganJoey 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...
2021-03-2229 min
Capital Gains Tax Solutions PodcastLearning Your Tax Deferral Options With Jason HabeebJason 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...
2021-03-2021 min
Capital Gains Tax Solutions PodcastPreserving 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...
2021-03-1530 min
Capital Gains Tax Solutions PodcastTaking Your Wealth To The Next Level With Chris LarsenChris 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...
2021-03-0931 min
Capital Gains Tax Solutions PodcastInvesting In Real Estate And Scaling Your Business With Victor MenasceVictor 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...
2021-02-2739 min
Capital Gains Tax Solutions PodcastBuying Multifamily Investments with Vinney ChopraVinney 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 pro...
2021-02-2350 min
Capital Gains Tax Solutions PodcastFocus On Personal Development and Leadership To Grow Your Business With Trevor McGregorTrevor 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...
2021-02-2144 min
Healthcare Boss Academy PodcastBrett Swarts: Negotiating, Finding Value & Making DealsOVERVIEW: Jason A. Duprat, Entrepreneur, Healthcare Practitioner and Host of the Healthcare Entrepreneur Academy podcast speaks with Brett Swarts, founder of Capital Gains Tax Solutions and the host of the Capital Gains Tax Solutions Podcast. Brett talks about how he first learned about Deferred Sales Trust strategies and how they provide value, particularly for reducing taxes when selling real estate and businesses. EPISODE HIGHLIGHTS: A Deferred Sales Trust is when you defer capital gains tax when selling real estate or a business. You sell your assets to the trust with an installment sal...
2021-02-1841 minExpert CRE Secrets PodcasteXp Commercial │ Growing Your Real Estate eXp Business With Brent Gove & Brettt SwartsLove the show? Subscribe, rate, review, and share!Here’s How »Join the Expert CRE Community today:expertCREsecrets.comeXpert CRE Secrets FacebookeXpert CRE Secrets Youtube
2020-12-2433 min
The Truth About Real EstateAvoid Capital Gains Tax & Make More Money Per Sale - with Tax Solutions Expert, Brett SwartsOn this episode, we’re talking the dreaded capital gains tax and a highly effective strategy for sellers, brokers, real estate agents, and investors called the deferred sales trust with Founder and Owner of Capital Gains Tax Solutions, Brett Swarts!
Watch at MatthewMa.com/youtube
Together with his team at Capital Gains Tax Solutions, Brett Swarts helps overwhelmed high achievers like you win at funding a passive or active tax deferred income stream, succeed at timing the real estate market, and sell with confidence. Through full transparency and laser focus on the d...
2020-12-1851 minExpert CRE Secrets PodcastBrett Swarts’ Journey To Expert Commercial Realty Secrets PodcastLove the show? Subscribe, rate, review, and share!Here’s How »Join the Expert CRE Community today:expertCREsecrets.comeXpert CRE Secrets FacebookeXpert CRE Secrets Youtube
2020-12-0118 minCapital Gains Tax Solutions PodcastCreating And Preserving Wealth Through Short Term Rentals With J. MasseyBuilding 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.
2020-10-2655 minCapital Gains Tax Solutions PodcastJourney To Personal Growth In Real Estate Investing With Tyler ChesserGoing through your own personal journey is one thing, but helping others by imparting what you learned in the process is another. Elevate‘s Tyler Chesser is someone who greatly embodies this, committing himself to personal growth in real estate investing and sharing that for others to develop their own skills in the space. Sitting down with Brett Swarts, Tyler tells his story of moving out of corporate America and into becoming the Founder and President of his commercial real estate firm, The Chesser Companies. Along with the lessons and mindset frames he learned, he also shares some strategies an...
2020-09-2841 minCapital Gains Tax Solutions PodcastStrategic Guidance On Real Estate Transactions With Jeff LoveThe way you get your transactions done is very critical to your real estate business’ success. This entails having a good understanding of the technical and legal aspects involved. Who better to guide you about this than a good real estate attorney? If you are struggling to find who to work with, especially one who specializes in business and commercial law, then this episode’s guest might just be who you are looking for. Brett Swarts talks with Jeff Love, a real estate attorney who provides strategic guidance for clients in all facets of real estate transactions. Here, Jeff shar...
2020-09-2133 minCapital Gains Tax Solutions PodcastOvercoming The Challenges During Senior Transition With Ted GottliebThat transition to senior care or retirement tends to be a struggle not just for the seniors involved but also for their families. The process of selling highly appreciated homes, real estate, or businesses can cause family friction and misunderstandings, making this period of time particularly paralyzing. In this episode, Brett Swarts speaks with Ted Gottlieb—Senior’s Real Estate Specialist® and The Senior’s Learning Institute Founder. Ted shares with us how he is helping Baby Boomers and their families during this transition, tapping on the value of estate planning, wills and trusts, and the likes. He also talks a...
2020-09-1737 minCapital Gains Tax Solutions PodcastThe First Steps To Building Wealth with George GrombacherGeorge Grombacher is a consultant, writer, speaker, and the host of the Money Savage podcast. George and Brett Swarts talk about building and preserving wealth, focusing on the retirement planning space and how to create retirement income. Through promoting easy to understand concepts and information on financial planning, George shares how he helps others create and preserve more wealth with proper planning. Learn the importance of values and goal setting in financial planning that will set you up for the years to come.
Love the show? Subscribe, r...
2020-09-0728 minCapital Gains Tax Solutions PodcastFinding your Mentor to achieve Millions with Kevin HarringtonI am so excited about our guest in this episode! You might know him from a little TV series called SHARK TANK, where he was one of the original SHARKS. He now has a new book coming out and we can’t wait to grab it off the shelves.
In this episode, Kevin opens up about how he got to where he is today with the help of his mentors and now he feels it right that he gives back and becomes a Mentor to young aspiring entrepreneurs. He also talks about his challenge with capi...
2020-08-2238 min