

Capital Gains Tax Solutions Podcast
Brett Swarts
Welcome to the Capital Gains Tax Solutions PodcastAre 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? Each episode, Brett Swarts sits down with some of the world’s top minds in real estate, finance, wealth management, and entrepreneurship to uncover their strategies and insights. Expect fast-paced, high-impact content that’s designed to help you create and preserve more wealth. Brett and his guests will guide you through the complexities of capital gains tax deferral and wealth creation, ensuring you retain more of your hard-earned assets.Meet Your Host: Brett SwartsBrett Swarts is on a mission to help you make a lasting impact with your wealth when exiting highly appreciated assets using Deferred Sales Trust for his clients. As a Deferred Sales Trust Trustee and an expert in multifamily investing and brokerage, Brett simplifies complex tax deferral strategies such as the 1031 Exchange, Deferred Sales Trust, Delaware Statutory Trust, Opportunity Zones, and more.What the Podcast Offers:Gain invaluable insights into various tax deferral strategies, real-world deal stories, wealth-building lessons, and pathways to financial freedom—all aimed at helping you build and preserve your wealth.Our Mission:We empower you to exit your investments with freedom and flexibility, enabling you to make informed decisions without the stress of managing properties, dealing with liabilities, or overseeing employees. Instead, we offer a pathway to freedom, liquidity, diversification, and passive commercial real estate investing.#### A Brief History of Brett Swarts:Brett Swarts launched his commercial real estate career just before the 2008 crash, where he and his clients learned the hard way that the 1031 exchange isn’t always your friend when time runs out to find a good deal. Since then, Brett has closed over $500 million in Deferred Sales Trust, Delaware Statutory Trust, and Commercial Real Estate transactions. His extensive experience covers a wide array of tax-deferred strategies, making him a trusted authority in the field.What You’ll Get from Our Episodes:Explore how to build and grow wealth in real estate, business, and leadership. Brett brings on top-tier guests who share their expertise so you can grow personally, professionally, and financially.More About Deferred Sales Trusts:- A Trusted Tax Deferral Solution: With over 27 years of proven success, rooted in the IRS tax code IRC 453 from the 1920s.- Proven Track Record: 29 successful IRS audits for thousands of closed Deferred Sales Trusts.Why You Should Join Us:If you’re tired of feeling trapped by the 1031 exchange, the Deferred Sales Trust offers a smarter, easier solution. Tune in to learn how to create more wealth with clarity and confidence in your tax deferral strategy.Get Started with a Deferred Sales Trust today https://capitalgainstaxsolutions.com and uncover the wealth-building secrets of top investors and tax deferral experts. Let’s create and preserve more wealth together.Follow us on [Facebook](https://www.facebook.com/groups/capitalgainstaxsolutionspodcast/).
Episodes
Mentioned books

Jan 31, 2026 • 31min
Real Estate Secrets for Active & Passive Wealth with Brandon Rickman
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Jan 29, 2026 • 34min
Build a Profitable Business That Lasts with Mike Cassidy
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11 snips
Jan 29, 2026 • 20min
Deferred Sales Trust: What is the Worst-Case Scenario? (Risk & Control Explained)
Dan Palmer, a Deferred Sales Trust practitioner, walks through trust mechanics and why an unrelated trustee is required. Hear clear takes on control vs taxable receipt, why sellers get a promissory note not cash, and the checks and balances that monitor trust funds. Listens cover worst-case audit outcomes, timing protections in contracts, and investment failure risks.

Jan 27, 2026 • 24min
Strategic Investing with Daniel Nikic
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10 snips
Jan 24, 2026 • 34min
Generational Wealth Made Simple with M.C. Laubscher
M.C. Laubscher, entrepreneur and author who builds multi-generational wealth systems, shares practical frameworks. He outlines five pillars of a family office and how legacy assets and family values get passed down. He explains family banking, long-term asset allocation, and traditions that forge resilience and alignment across generations.

Jan 22, 2026 • 39min
Bonus Depreciation, DSTs & Smarter Real Estate Investing with Ben Carmona
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Jan 21, 2026 • 24min
Escape the Tax Trap: How to Get Passive Income from Your Business or Real Estate Exit
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Jan 17, 2026 • 40min
Raise Capital Like a Pro with Dean DeLisle
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10 snips
Jan 15, 2026 • 30min
How to Build a Business Ready to Sell with Steven Weigler
In this engaging discussion, Steven Weigler, an entrepreneurial attorney and founder of Emerge Council, dives into the essentials of building sellable businesses. He unpacks the importance of anticipating buyer due diligence from day one and highlights common pitfalls like neglected trademarks and regulatory compliance. With insights on structuring exits and the crucial role of early collaboration with tax advisors, Steven emphasizes how to maximize business value. He also shares his daily reflection practice, encouraging entrepreneurs to continuously evolve.

10 snips
Jan 14, 2026 • 23min
The 1031 Exit Trap: How to Replace Debt and Defer Taxes Like the Top 1%
Dan Palmer, a real estate and tax-deferred exchange expert, dives into the intricacies of 1031 exchanges and Delaware Statutory Trusts. He emphasizes the critical issue of debt-over-basis and its impact on tax deferral strategies. The discussion compares the benefits of using DSTs for replacing debt versus Deferred Sales Trusts. Palmer highlights how zero-coupon DSTs provide unique cash flow options, along with effective strategies to maximize returns while navigating tax limitations effectively. This podcast is a must-listen for anyone looking to optimize their investment strategies!


