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Artwork for Capital Gains Tax Solutions Podcast

Capital Gains Tax Solutions Podcast

Brett Swarts
Deferred Sales Trust
Real Estate
Capital Gains Tax
Real Estate Investment
Tax Strategies
DLP Capital
Real Estate Investing
Wealth Management
Cash Flow
Daniel Kwak
Financial Freedom
Affordable Housing
Financial Peace
Wholetailing
1031 Exchange
Psychology Of Money
Hotels
Stewardship
Investor Relations
Equipment Leasing

Welcome to the Capital Gains Tax Solutions Podcast

Are you considering selling a million-dollar-plus business, cryptocurrency, luxury primary home, commercial real estate, or another highly appreciated asset but concerned about the capital gains tax? Want to reinvest into a diversified portfolio of real estate or securities at the optimal time while making a meaningful impact with your wealth?

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PublishesDailyEpisodes661Founded6 years ago
Number of ListenersCategories
InvestingBusinessMarketing

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Artwork for Capital Gains Tax Solutions Podcast

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* capitalgainstaxsolutions.com

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* Capital G... more

Love the show? Subscribe, rate, review, and share!

* Here’s How »

Join the Capital Gains Tax Solutions Community today:

* capitalgainstaxsolutions.com

* Capital Gains Tax Solutions Facebook

* Capital Gains Tax Solutions Twitter

* Capital G... more

Love the show? Subscribe, rate, review, and share!

* Here’s How »

Join the Capital Gains Tax Solutions Community today:

* capitalgainstaxsolutions.com

* Capital Gains Tax Solutions Facebook

* Capital Gains Tax Solutions Twitter

* Capital G... more

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Recent Guests

George Rivera
Founder and author of Buy Back Time Formula
Buy Back Time Formula / author
Episode: The Buy Back Time Formula: How He Scaled from $20M to $50M Working LESS with George Rivera
Ben Reinberg
Founder/CEO of Alliance CGC, real estate investor and educator
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Episode: Navigating Market Shifts & Unlocking Hidden Opportunities with Ben Reinberg
Lisa Levy
Founder and CEO of LQ Consulting, author of Future Proofing Cubed
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Episode: The Cost of Poor Succession Planning and How to Fix It with Lisa Levy
Mike Andes
Entrepreneur and owner/exit of Closets by Design Fresno area
Closets by Design (Fresno area)
Episode: How to Sell a Business Without Paying Capital Gains Tax Immediately with Michael Andes
Mark Sterling
Founder of New Spira, health and wellness entrepreneur
New Spira (NewSpira.com)
Episode: From Paycheck to Passive Income: The Daily Habits That Build Millionaires with Mark Sterling
Daniel Idzkowski
Founder and inventor, SidePocket; hedge fund technology innovator
SidePocket
Episode: Democratizing Hedge Fund Strategies to Bridge the Wealth Gap with Daniel Idzkowski
Beau Turner
Founder of Abundant Mines, Bitcoin mining expert
Abundant Mines
Episode: Building Passive Wealth Through Bitcoin Mining with Beau Turner
Mark Shuler
Licensed architect with 40 years of experience in multifamily development and owner with SGRE Investments
SGRE Investments
Episode: Scaling a $600M Multifamily Portfolio with Mark Shuler
Nick Halaris
Real estate entrepreneur and civic leader
Profit Plus
Episode: Mindset, Tax Strategies & Integrity with Nick Halaris

Host

Brett Swarts
Brett Swarts is a Deferred Sales Trust Trustee and an expert in multifamily investing and brokerage. He specializes in simplifying complex tax deferral strategies such as the 1031 Exchange and Deferred Sales Trust, empowering clients to manage their wealth more effectively.

Reviews

4.9 out of 5 stars from 204 ratings
  • Awesome podcast!

    I love listening to this podcast. It's insighful and a great source of information. Kudos to the host and the guests!

    Apple Podcasts
    5
    Multifamily University
    United States2 years ago
  • Amazing Podcast!

    This podcast episode, "How To Build Strong Passive Income with Sarah Sullivan" provides valuable insights into various income-generating strategies and emphasizes the importance of long-term planning, diversification, and a proactive mindset. 

    Apple Podcasts
    5
    Genevieve0721
    Philippines2 years ago
  • Great podcast!

    The range of topics discussed by Gabe Petersen, from wealth management to real estate, was educational and inspiring. This episode has significantly enhanced my understanding of financial management and strategic planning in relation to capital gains.

    Apple Podcasts
    5
    Patience Patria
    Philippines2 years ago
  • Great podcast!

    Brett's podcast delved into the financial strategies of the wealthy, especially concerning capital gains tax. Brad Warren's journey into land banking highlighted the concept of "patient money", emphasizing long-term investment. I was particularly taken by the idea that land banking is a passive investment strategy focusing on the future value of land. While it can potentially yield high returns, it requires patience.

    Apple Podcasts
    5
    Patience Patria
    Philippines2 years ago
  • Amazing Podcast!!!!

    I recently discovered the Capital Gains Tax Solutions Podcast by Brett Swarts and have been absolutely blown away. His in-depth knowledge and expertise on the subject is clear and he provides valuable information to help listeners understand the complex concept of capital gains taxes. Every episode is presented in an easy to understand manner, making it a great resource for anyone looking to learn more about taxes. I would highly recommend this podcast to anyone looking for a comprehensive educa... more

    Apple Podcasts
    5
    bradchandlercoaching
    United States3 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners appreciate the clear, actionable insights provided by Brett and the expert guests.
Many highlight the podcast as an invaluable resource for understanding capital gains tax and investment strategies.
The energetic hosting style of Brett is noted as a significant aspect that enhances the listening experience.
Some reviews suggest that not every episode aligns strictly with capital gains tax topics, hinting at a wider range of discussions on investments.

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Talking Points

Recent interactions between the hosts and their guests.

The Cost of Poor Succession Planning and How to Fix It with Lisa Levy
Q: What is the biggest misconception about succession planning in fast-growing businesses?
That you can address it once and be done; it's a living, evolving process tied to innovation and continuous learning, rather than a one-time project.
How We Sold a Car Wash for Big Profits & Avoided Huge Taxes with DST with Hy, Sudhir
Q: How did you overcome concerns about losing control of funds in the DST?
They addressed concerns through in-person meetings, referrals from other clients, and the DST team's transparency, including dual approvals and 24/7 online access. They also learned about the joint venture option where the trustee acts as a partner but with safeguards and oversight.
How We Sold a Car Wash for Big Profits & Avoided Huge Taxes with DST with Hy, Sudhir
Q: What first attracted you to the DST as an option instead of a 1031 Exchange?
The DST offered flexibility and timing that a 1031 couldn't provide, especially since their gains came from developing land and a business with high leverage. They could defer taxes while choosing when and how to reinvest, avoiding the forced equal or greater value and debt that a 1031 would require.
Navigating Market Shifts & Unlocking Hidden Opportunities with Ben Reinberg
Q: What are you most curious about right now, especially in relation to technology?
He is most curious about cryptocurrency and how AI is transforming operations—from HR to acquisitions—within his business.
Navigating Market Shifts & Unlocking Hidden Opportunities with Ben Reinberg
Q: Question number two, what is the top book you've recommended or gifted recently?
Hard Assets and Hard Money for Hard Times is the go-to recommendation, praised for its hard-asset blueprint and practical guidance on building wealth with asset-backed investments.

Audience Metrics

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Frequently Asked Questions About Capital Gains Tax Solutions Podcast

What is Capital Gains Tax Solutions Podcast about and what kind of topics does it cover?

This podcast focuses on the intricacies of capital gains tax deferral and wealth management strategies, appealing to those looking to manage or exit their investments in high-value assets such as real estate, cryptocurrency, and businesses. Each episode features expert guests from diverse fields, including finance, entrepreneurship, and real estate investment, who share actionable insights and strategies on how to maximize wealth retention and navigate the complexities surrounding capital gains taxes. With a particular emphasis on innovative solutions like the Deferred Sales Trust, listeners can gain financial freedom and leverage their investments more effectively. The dynamic discussions aim to empower listeners by simplifying complex top... more

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Which podcasts are similar to Capital Gains Tax Solutions Podcast?

These podcasts share a similar audience with Capital Gains Tax Solutions Podcast:

1. Boss Leap
2. DADDY KNOWS THE DEVIL
3. Cam Capone News
4. Cam Capone News
5. Your Money, Your Wealth

How many episodes of Capital Gains Tax Solutions Podcast are there?

Capital Gains Tax Solutions Podcast launched 6 years ago and published 661 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Capital Gains Tax Solutions Podcast?

Recent guests on Capital Gains Tax Solutions Podcast include:

1. George Rivera
2. Ben Reinberg
3. Lisa Levy
4. Mike Andes
5. Mark Sterling
6. Daniel Idzkowski
7. Beau Turner
8. Mark Shuler

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