Shows
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:
âś… Deferred Sales Trust vs. 1031 Exchange: Brett breaks down the pros and cons of each and explains why DST offer...
2025-04-2229 min
The Next-Level Income ShowEp 154: Why the DST Was Created for Times Like These with Brett SwartsWhat if you can't or don't want to use a 1031 Exchange? In this episode, Brett Swarts, Capital Gains Tax Deferral Expert, sheds light on the importance of the Deferred Sales Trust (DST) in today's challenging times. With his extensive knowledge and expertise, Brett explains why the DST was specifically designed to address the unique needs of high net worth individuals seeking to preserve and grow their wealth while navigating complex tax regulations.
As the Founder of Capital Gains Tax Solutions and an exclusive Deferred Sales Trust Trustee, Brett has helped countless millionaire clients unlock the power of the DST to...
2023-05-2326 min
Capital Gains Tax Solutions PodcastHow To Take Your Income Through Investment Opportunities with Chris LarsenChris Larsen is the Founder and Managing Partner of Next Level Income, through which he helps investors become financially independent through education and investment opportunities. He has been investing and managing real estate for over 20 years. He has a degree in Biomechanical Engineering and MBA in Finance at Virginia Tech. He bought his first single-family rental at age 21. Chris Larsen went on to basically start syndicating deals and has been involved in over $150 million in real estate acquisitions. He lives in the great state of North Carolina, with his wife and his two sons.
2021-07-0526 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
The Next-Level Income ShowBRETT SWARTS INTERVIEW – How to Create and Preserve More Wealth With a Deferred Sales TrustBrett 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 lean into multiple capital gains tax deferral strategies, create and develop a tax-deferred passive cash flow optimal timing wealth plan of their own, and execute on this plan 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 business professionals with the Deferred Sales Trust tool to help their high...
2020-06-0234 min