Brett Swarts on Outsmarting Capital Gains Taxes

We cover:
🔹 The three biggest mistakes of “never sell” Bitcoiners
🔹 Deferred Sales Trusts vs. 1031 exchanges — why timing is everything
🔹 Why deferral beats relocation (no Puerto Rico move required)
🔹 Real-world client stories: turning $50K into $50M in BTC and exiting without liquidation risk
🔹 The importance of family mission, vision, and values in wealth planning
🔹 How to avoid trading what’s priceless for what’s merely profitable
🔹 Estate tax traps, generational wealth, and the $100T transfer on the horizon
🔹 Why “truly passive income” is the foundation of impact and freedom

🎙 Guest: Brett Swarts
https://capitalgainstaxsolutions.com/
https://www.youtube.com/channel/UCAykQNmIWZ0KARBeVWcQxUA
https://www.instagram.com/capitalgainstaxsolutions1/

https://www.youtube.com/@BuildItToBillions
https://www.facebook.com/buildittobillions/

https://brettswarts.com/
https://www.linkedin.com/in/brett-swarts/
https://www.instagram.com/brett_swarts/
https://www.facebook.com/brett.swarts

00:00 – Intro & Welcome
01:05 – Brett’s Journey from Real Estate to Tax Strategy
07:18 – Lessons from the 2008 Crash & Broken Systems
14:12 – “Never Sell” Bitcoin Strategy & Its Risks
20:27 – Client Story: $50K to $50M in Bitcoin
28:44 – Building Truly Passive Income & Family Mission
37:10 – Deferred Sales Trust Explained
47:22 – Audit Track Record & Compliance Confidence
56:48 – Legacy, Impact & Parting Advice

Disclaimer: The information shared in this episode is for informational and entertainment purposes only. Nothing discussed should be considered financial, legal, or tax advice. Always do your own research and consult with a qualified professional before making any investment or financial decisions

Learn more: https://abundantmines.com/ 
Follow us on X/Twitter: https://x.com/AbundantMines 
Follow us on Instagram: https://www.instagram.com/abundantmines/
Follow us on YouTube: https://www.youtube.com/@AbundantMines
Follow us on LinkedIn:https://www.linkedin.com/company/abundant-mines/