Podcasts about swarts

Dans ce podcast, Oranger le smartphone parle de l'euro numérique. Il dévoile les dangers pour les individus, la liberté, l'économie... Et les raisons d'être optimistes !*Montage et habillage sonore du podcast : léo Swarts, leoswarts@outlook.frsite : https://www.humour-au-travail.fr/Pour acquérir la BD : L'Intelligence Artificielle s'amuse : https://www.humour-au-travail.fr/livres-christophe-tricart-ecrivain/Hébergé par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.

In this episode of Zen and the Art of Real Estate Investing, Jonathan sits down with Brett Swarts, founder of Capital Gains Tax Solutions, to explore strategies for minimizing capital gains taxes when selling real estate or business assets. Brett Swarts is the founder of Capital Gains Tax Solutions, specializing in advanced strategies to help investors defer or eliminate capital gains taxes. With extensive experience in structuring Deferred Sales Trusts and other exit strategies, Brett has guided numerous real estate and business owners in building tax-efficient, long-term wealth plans. Brett explains how the Deferred Sales Trust (DST) offers a flexible alternative to traditional 1031 exchanges, providing investors with greater control over timing, liquidity, and investment choices while deferring taxes in a manner that is legally compliant under IRS guidelines. Brett outlines the mechanics of a DST, detailing how proceeds from a sale can be structured to defer capital gains taxes and reinvest in a variety of assets. You'll get insight into the advantages of a DST over standard tax-deferral methods, including reduced pressure to time the market, expanded diversification opportunities, and the ability to preserve wealth across multiple investment vehicles. Jonathan and Brett also discuss common misconceptions about tax-deferred strategies, emphasizing the importance of understanding legal structures and working with experienced professionals. The conversation highlights how these tools can fit into a broader estate and legacy planning framework, ensuring that wealth is transferred efficiently to future generations while maintaining flexibility for investors today. Several real-world examples demonstrate how investors have effectively utilized DSTs to manage risk, maintain cash flow, and safeguard portfolio value in dynamic markets. Brett emphasizes that while a DST can benefit many investors, it is particularly effective for those with significant gains, complex portfolios, or long-term wealth preservation goals. The discussion concludes with actionable guidance on evaluating whether a DST aligns with an investor's exit strategy and long-term financial objectives. By the end of this episode, you'll understand how to approach capital gains tax planning strategically, integrating DSTs into their broader real estate and business investment strategies. Jonathan and Brett provide a clear framework for deferring taxes, diversifying holdings, and protecting wealth, enabling investors to make informed decisions that align with both their financial and personal objectives. In this episode, you will hear: How the Deferred Sales Trust works as an alternative to 1031 exchanges Ways to defer capital gains taxes while maintaining investment flexibility Strategies for diversifying proceeds and protecting portfolio value Common misconceptions about tax-deferred exit strategies How estate and legacy planning can integrate with a DST Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Supporting Resources: Capital Gains Tax Solutions website - www.capitalgainstaxsolutions.com Build It To Billions on YouTube - www.youtube.com/@BuildItToBillions Brett Swarts on Facebook - www.facebook.com/brett.swarts Brett's Instagram - instagram.com/brett_swarts Connect with Brett on LinkedIn - www.linkedin.com/in/brett-swarts Website - www.streamlined.properties YouTube - www.youtube.com/c/JonathanGreeneRE/videos Instagram - www.instagram.com/trustgreene Instagram - www.instagram.com/streamlinedproperties TikTok - www.tiktok.com/@trustgreene Zillow - www.zillow.com/profile/StreamlinedReal Bigger Pockets - www.biggerpockets.com/users/TrustGreene Facebook - www.facebook.com/streamlinedproperties Email - info@streamlined.properties Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

In this episode, ⁠Adam Torres⁠ interviews ⁠Brett Swarts⁠, Founder and CEO of Capital Gains Tax Solutions, on the Deferred Sales Trust (DST)—a flexible strategy to defer capital gains beyond the constraints of the 1031 exchange. Brett explains DST use cases across real estate, businesses, stocks, and Bitcoin, addresses common myths, and shares how clients use DSTs to diversify, avoid forced debt replacement, and build truly passive income on their own timeline. Follow Adam on Instagram at ⁠https://www.instagram.com/askadamtorres/⁠ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: ⁠https://missionmatters.lpages.co/podcastguest/⁠ Visit our website: ⁠https://missionmatters.com/⁠ More FREE content from Mission Matters here: ⁠https://linktr.ee/missionmattersmedia⁠ Learn more about your ad choices. Visit podcastchoices.com/adchoices

In this episode, Adam Torres interviews Brett Swarts, Founder and CEO of Capital Gains Tax Solutions, on the Deferred Sales Trust (DST)—a flexible strategy to defer capital gains beyond the constraints of the 1031 exchange. Brett explains DST use cases across real estate, businesses, stocks, and Bitcoin, addresses common myths, and shares how clients use DSTs to diversify, avoid forced debt replacement, and build truly passive income on their own timeline. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: https://missionmatters.lpages.co/podcastguest/ Visit our website: https://missionmatters.com/ More FREE content from Mission Matters here: https://linktr.ee/missionmattersmedia Learn more about your ad choices. Visit podcastchoices.com/adchoices

Jim Oliver sits down with Brett Swarts to tackle the part of exiting most owners ignore until it's painful: Taxes. Brett is the founder of Capital Gains Tax Solutions, a real estate broker and tax strategy specialist with deep expertise in Deferred Sales Trusts (DST), Delaware Statutory Trusts, and 1031 exchanges. He hosts the “Build It to Billions” and “Capital Gains Tax Solutions” podcasts.  Together, Jim and Brett lay out how purpose-driven entrepreneurs can engineer an exit that prioritizes tax flow, converts to truly passive income, and preserves control and flexibility. What You'll Learn: Why most CPAs “report the score” and how a true tax strategist changes outcomes Tax flow vs. cashflow: deferring cap gains to compound what would've gone to the IRS A “2.0” exit for larger deals: using a Deferred Sales Trust for cap gains and estate tax planning When 1031s become a “shotgun wedding”—and smarter blends (partial 1031 + DST + cost seg) How to define and build TPI (truly passive income) so your time, not the asset, drives your life Action Steps: 1. Build the Exit Blueprint Quantify net proceeds, gain, debt, and estate exposure. Set a clear monthly TPI target before signing an LOI. 2. Upgrade the Bench Add a tax strategist alongside CPA/attorney. Evaluate DST, partial 1031, bonus depreciation, and insurance—pick tools, not dogma. 3. Allocate for TPI Diversify post-sale capital into vehicles that deliver durable, hands-off cashflow while keeping optionality for future deals. Brett Swarts' Final Word “Truly passive income is to your freedom and impact what compounding interest is to your money. Lead with tax flow—and let it compound.” Connect with Brett Swarts: Website: https://capitalgainstaxsolutions.com/ Website https://brettswarts.com/ YouTube: http://www.youtube.com/@CapitalGainsTaxSolutions

Deputy Minister of Forestry, Fisheries and the Environment Bernice Swarts: One Million Trees Initiative by Radio Islam

Fan favorites from The Golden Bachelor season 1 Kathy Swarts and Susan Noles are hanging out with Ashley before the Jonas Brothers concert in San Francisco!We hear Susan and Kathy’s take on the premiere episode of the new season of The Golden Bachelor, with a behind-the-scenes perspective.Plus, are some of the contestants on Mel’s season not as “golden” as we expected?See omnystudio.com/listener for privacy information.

Move over Dear Abby, Susan Noles and Kathy Swarts are the advice givers now for all things love, dating, and life in your Part 2! The Golden Girls are answering YOUR tough questions - from sex toys, to long distance dating, to navigating a relationship with the other woman - they are covering it all! Email us at: IDOPOD@iheartradio.com or call us at 844-4-I Do Pod (844-443-6763)Follow I Do, Part 2 on Instagram and TikTokSee omnystudio.com/listener for privacy information.

Move over Dear Abby, Susan Noles and Kathy Swarts are the advice givers now for all things love, dating, and life in your Part 2! The Golden Girls are answering YOUR tough questions - from sex toys, to long distance dating, to navigating a relationship with the other woman - they are covering it all! Email us at: IDOPOD@iheartradio.com or call us at 844-4-I Do Pod (844-443-6763)Follow I Do, Part 2 on Instagram and TikTokSee omnystudio.com/listener for privacy information.

Move over Dear Abby, Susan Noles and Kathy Swarts are the advice givers now for all things love, dating, and life in your Part 2! The Golden Girls are answering YOUR tough questions - from sex toys, to long distance dating, to navigating a relationship with the other woman - they are covering it all! Email us at: IDOPOD@iheartradio.com or call us at 844-4-I Do Pod (844-443-6763)Follow I Do, Part 2 on Instagram and TikTokSee omnystudio.com/listener for privacy information.

Move over Dear Abby, Susan Noles and Kathy Swarts are the advice givers now for all things love, dating, and life in your Part 2! The Golden Girls are answering YOUR tough questions - from sex toys, to long distance dating, to navigating a relationship with the other woman - they are covering it all! Email us at: IDOPOD@iheartradio.com or call us at 844-4-I Do Pod (844-443-6763)Follow I Do, Part 2 on Instagram and TikTokSee omnystudio.com/listener for privacy information.

Move over Dear Abby, Susan Noles and Kathy Swarts are the advice givers now for all things love, dating, and life in your Part 2! The Golden Girls are answering YOUR tough questions - from sex toys, to long distance dating, to navigating a relationship with the other woman - they are covering it all! Email us at: IDOPOD@iheartradio.com or call us at 844-4-I Do Pod (844-443-6763)Follow I Do, Part 2 on Instagram and TikTokSee omnystudio.com/listener for privacy information.

Move over Dear Abby, Susan Noles and Kathy Swarts are the advice givers now for all things love, dating, and life in your Part 2! The Golden Girls are answering YOUR tough questions - from sex toys, to long distance dating, to navigating a relationship with the other woman - they are covering it all! Email us at: IDOPOD@iheartradio.com or call us at 844-4-I Do Pod (844-443-6763)Follow I Do, Part 2 on Instagram and TikTokSee omnystudio.com/listener for privacy information.

Move over Dear Abby, Susan Noles and Kathy Swarts are the advice givers now for all things love, dating, and life in your Part 2! The Golden Girls are answering YOUR tough questions - from sex toys, to long distance dating, to navigating a relationship with the other woman - they are covering it all! Email us at: IDOPOD@iheartradio.com or call us at 844-4-I Do Pod (844-443-6763)Follow I Do, Part 2 on Instagram and TikTokSee omnystudio.com/listener for privacy information.

Move over Dear Abby, Susan Noles and Kathy Swarts are the advice givers now for all things love, dating, and life in your Part 2! The Golden Girls are answering YOUR tough questions - from sex toys, to long distance dating, to navigating a relationship with the other woman - they are covering it all! Email us at: IDOPOD@iheartradio.com or call us at 844-4-I Do Pod (844-443-6763)Follow I Do, Part 2 on Instagram and TikTokSee omnystudio.com/listener for privacy information.

Move over Dear Abby, Susan Noles and Kathy Swarts are the advice givers now for all things love, dating, and life in your Part 2! The Golden Girls are answering YOUR tough questions - from sex toys, to long distance dating, to navigating a relationship with the other woman - they are covering it all! Email us at: IDOPOD@iheartradio.com or call us at 844-4-I Do Pod (844-443-6763)Follow I Do, Part 2 on Instagram and TikTokSee omnystudio.com/listener for privacy information.

What 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.youtube.com/@BuildItToBillionshttps://www.youtube.com/@CapitalGainsTaxSolutionshttps://www.facebook.com/brett.swarts/instagram.com/brett_swarts/ABOUT OUR GUEST:Brett Swarts is a best-selling author of "Building a Capital Gains Tax Exit Plan”. He is host of the Build it to Billions & Capital Gains Tax Solutions Podcasts. His insights have been featured at the Best Ever Real Estate Conference, DLP Capital Conference, American Entrepreneur with Kevin Harrington from Shark Tank, and also seen on Fox Business Network. As a real estate broker, his expertise is one of the few in the world who has closed Deferred Sales Trust, Delaware Statutory Trust, and 1031 Exchanges. He is the Founder of Capital Gains Tax Solutions where he teaches purpose-driven entrepreneurs and investors to build their capital gains tax exit plan to multiply their freedom, wealth, and impact. He has closed over ½ Billion in Deferred Sales Trust and Real Estate Transactions and he was the first to help Bitcoin owners exit millions of gains and defer their capital gains tax using a Deferred Sales Trust. ABOUT BIG SKY FRANCHISE TEAM:This episode is powered by Big Sky Franchise Team. If you are ready to talk about franchising your business you can schedule your free, no-obligation, franchise consultation online at: https://bigskyfranchiseteam.com/.The information provided in this podcast is for informational and educational purposes only and should not be considered financial, legal, or professional advice. Always consult with a qualified professional before making any business decisions. The views and opinions expressed by guests are their own and do not necessarily reflect those of the host, Big Sky Franchise Team, or our affiliates. Additionally, this podcast may feature sponsors or advertisers, but any mention of products or services does not constitute an endorsement. Please do your own research before making any purchasing or business decisions.

Join us on the latest episode, hosted by Jared S. Taylor!Our Guest: Kyle Swarts, President at aiHealth.What you'll get out of this episode:Solving Outpatient Coding Inefficiencies: aiHealth automates complex medical coding tasks, addressing staffing and process issues in the middle revenue cycle.Busting the AI Fix Myth: AI won't fix broken workflows; real change requires reimagining processes and cultural transformation.The BAA Roadblock: Outdated Business Associate Agreements (BAAs) create significant barriers to AI deployment in healthcare.Ambulatory Focus: aiHealth targets the growing outpatient market, following the migration of surgical procedures from hospitals to ambulatory centers.What's Next for aiHealth: The company is expanding into auditing and clinical documentation improvement while emphasizing strategic partnerships.To learn more about aiHealth:Website https://www.ai-health.io/ Linkedin https://www.linkedin.com/company/aihealth-io/Our sponsors for this episode are:Sage Growth Partners https://www.sage-growth.com/Quantum Health https://www.quantum-health.com/Show and Host's Socials:Slice of HealthcareLinkedIn: https://www.linkedin.com/company/sliceofhealthcare/Jared S TaylorLinkedIn: https://www.linkedin.com/in/jaredstaylor/WHAT IS SLICE OF HEALTHCARE?The go-to site for digital health executive/provider interviews, technology updates, and industry news. Listed to in 65+ countries.

Take The Great Wealth Heist Assessment Today!https://linktr.ee/kingdomroiIn this episode of the Kingdom ROI Podcast, Christopher Callahan sits down with Brett Swarts, founder of Capital Gains Tax Solutions and host of the Capital Gains Tax Solutions Podcast. Brett shares his powerful personal story and how it shaped his mission to help families steward wealth in a way that protects relationships, enhances legacy, and maximizes impact.If you're a business owner or real estate investor considering an exit, this conversation could save your wealth—and your family—from the traps of poor planning and short-sighted strategies.

Dave digs into Brett's contrarian take on 1031s and the risks of “equal or greater value/debt” replacement during tight deadlines. Brett breaks down how a properly structured installment sale with a dedicated trust (under IRC 453) can defer capital gains, allow flexible reinvestment (real estate equity or debt, diversified portfolios, even new ventures), and help investors “sell high, buy low.” He shares real client examples, common objections (legality, trustee control, fees), practical timelines, and how interest vs. principal payouts are taxed.     - Get Interviewed on the Show! - ================================== Are you a real estate investor with some 'tales from the trenches' you'd like to share with our audience? Want to get great exposure and be seen as a bonafide real estate pro by your friends? Would you like to inspire other people to take action with real estate investing? Then we'd love to interview you! Find out more and pick the date here: http://daveinterviewsyou.com/

Brett Swarts - The Deal That Changed My Life In this episode of The Deal That Changed My Life, we welcome back Brett Swarts, founder of Capital Gains Tax Solutions. Brett shares two powerful stories—one about a life-changing real estate deal that gave his family the freedom to start a new chapter in Florida, and another about a missed opportunity that shaped his mission to help others avoid costly mistakes with capital gains taxes. From a record-breaking property sale to the heartbreaking story of an investor who lost everything, Brett explains how these experiences inspired him to create strategies that unlock wealth, preserve families, and provide financial freedom. If you're a real estate investor, business owner, or entrepreneur facing a big exit, you'll want to hear Brett's insights on deferred sales trusts, capital gains strategies, and why having the right plan can make or break your financial future.

The Goldens turned the fun UP when they hit the beach! Kathy and Keith might not have had a love connection, but they chat with Bob about why they valued their time with the younger cast in Paradise. They give their real thoughts on Sean's comments during the reunion, and Kathy spills some behind-the-scenes information on what went down before a big rose ceremony. See omnystudio.com/listener for privacy information.

Our Bachelor Nation OG Bob Guiney is hanging out with a superstar of The Golden Bachelor AND Bachelor in Paradise, the iconic Kathy Swarts! We won’t be able to “zip it” when recapping this week’s episode of Bachelor in Paradise, which felt like a major turning point in the season. Who should “win” the money?? Kathy has some thoughts on who should go home with the $500,000. Plus, Kathy shares which couples in Paradise have the best shot at working out in the “real world”, as we dive into another dramatic episode of the Almost Famous podcast!See omnystudio.com/listener for privacy information.

In this episode, we ask: Is a deferred sales trust (a DST) a magical tool? What about deferring capital gains tax? Who is Brett Swarts? Would you like to listen to Episode 181? What about Taxifornia? How does a 1031 exchange trap you into selling high and buying higher? How is the 1031 exchange like...

Deferred Sales Trust Secrets with Brett Swarts - #245 In this episode of the Real Estate Reserve Podcast, Jason and Ian sit down with Brett Swarts, Founder of Capital Gains Tax Solutions, to break down the Deferred Sales Trust (DST)—a powerful, lesser-known strategy to defer capital gains taxes on the sale of real estate, businesses, crypto, and other highly appreciated assets. Unlike a 1031 exchange, the DST offers far more flexibility and control, with no like-kind requirement, no strict deadlines, and the ability to reinvest into a variety of assets—all while deferring taxes.

This week on "Playing the Field," Ryan, Jen, and Gina bring you a special second podcast episode with Kathy Swarts! Kathy, a podcaster herself on "The Golden Hour" which is part of "Bachelor Happy Hour," took some time to talk about her stay in "Paradise." This week we saw Kathy win a trip to the "Bachelor in Paradise" VIP suite! She talks all about how she won the challenge, the story behind it, and why she picked Keith to enjoy it with her. Kathy also digs into the possible connection between Jonathon and April, and what we can expect to see next week. Will Jonathon make a senior love connection or will it be an alliance? Kathy says we'll have to watch to find out more! Also, Kathy shares her thoughts on the younger cast members and what she thinks about their prospects. As an alumnus of "The Golden Bachelor" Kathy revealed her thoughts on the new "Golden Bachelor" Mel, and his words on women over 60. She thinks that he said some of the comments in jest, but suggested that he needs to get to know her. Kathy also predicted that once he's in the "Bachelor Mansion" he'll fall in love because you just can't help it in that atmosphere. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Brett Swarts is a best-selling author of “Building a Capital Gains Tax Exit Plan”. He is host of the Build it to Billions & Capital Gains Tax Solutions Podcasts. His insights have been featured at the Best Ever Real Estate Conference, DLP Capital Conference, American Entrepreneur with Kevin Harrington from Shark Tank, and also seen on Fox Business Network. As a real estate broker, his expertise is one of the few in the world who has closed Deferred Sales Trust, Delaware Statutory Trust, and 1031 Exchanges. He is the Founder of Capital Gains Tax Solutions where he teaches purpose-driven entrepreneurs and investors to build their capital gains tax exit plan to multiply their freedom, wealth, and impact. He has closed over ½ Billion in DST and Real Estate Transactions and he was the first to help Bitcoin owners exit millions of gains and defer their capital gains tax using a DST.Learn more: http://www.capitalgainstaxsolutions.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/brett-swarts-founder-and-ceo-of-capital-gains-tax-solutions-author-of-building-a-capital-gains-tax-exit-plan

Brett Swarts is a best-selling author of “Building a Capital Gains Tax Exit Plan”. He is host of the Build it to Billions & Capital Gains Tax Solutions Podcasts. His insights have been featured at the Best Ever Real Estate Conference, DLP Capital Conference, American Entrepreneur with Kevin Harrington from Shark Tank, and also seen on Fox Business Network. As a real estate broker, his expertise is one of the few in the world who has closed Deferred Sales Trust, Delaware Statutory Trust, and 1031 Exchanges. He is the Founder of Capital Gains Tax Solutions where he teaches purpose-driven entrepreneurs and investors to build their capital gains tax exit plan to multiply their freedom, wealth, and impact. He has closed over ½ Billion in DST and Real Estate Transactions and he was the first to help Bitcoin owners exit millions of gains and defer their capital gains tax using a DST.Learn more: http://www.capitalgainstaxsolutions.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/brett-swarts-founder-and-ceo-of-capital-gains-tax-solutions-author-of-building-a-capital-gains-tax-exit-plan

What if you could cash out of any asset—without paying capital gains tax—and use the full value to create lasting financial freedom?That's exactly what Brett Swarts helps high-net-worth entrepreneurs and investors do every day—using the Deferred Sales Trust (which is what today's episode is all about).Brett is the Founder and CEO of Capital Gains Tax Solutions, a firm that's closed over $500 million in Deferred Sales Trust and commercial real estate transactions. As a DST Trustee and expert in capital gains tax deferral, Brett equips clients and advisors with proven strategies to defer millions in taxes on the sale of highly appreciated assets.While 1031 exchanges and Delaware Statutory Trusts serve a purpose, they often come with rigid rules, long lock-up periods, and limited flexibility. The Deferred Sales Trust, on the other hand, unlocks what most investors really want: tax deferral, liquidity, diversification, and the freedom to reinvest in nearly any asset.Whether you're selling real estate, a business, crypto, or any other asset, this conversation could save you millions in taxes, so you won't want to miss it. In this episode, you'll learn: 1.) How the Deferred Sales Trust works—and how it lets you legally defer capital gains, income, and estate taxes.2.) The hidden downsides of 1031 exchanges and Delaware Trusts—and why many investors are moving to a more flexible strategy.3.) How to reset your depreciation schedule after a sale to boost cash flow and reduce future taxes—without the pressure of like-kind rules.Show Notes: LifestyleInvestor.com/245Tax Strategy MasterclassIf you're interested in learning more about Tax Strategy and how YOU can apply 28 of the best, most effective strategies right away, check out our BRAND NEW Tax Strategy Masterclass: www.lifestyleinvestor.com/taxStrategy Session For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf you enjoyed today's episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, or wherever you listen, so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review.Connect with Justin DonaldFacebookYouTubeInstagramLinkedInTwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode, I sit down with Brett Swarts, founder of Capital Gains Tax Solutions, to talk about how business owners can legally avoid big tax bills when they sell their business, real estate, or even Bitcoin. Brett shares how a smart tool called the Deferred Sales Trust helps people keep more of their money — and not hand it over to the IRS. He shares powerful stories, including how one mistake cost a family $50 million and how that could have been avoided. We also talk about the big differences between outdated tax moves like the 1031 exchange and newer, smarter options. If you're planning to sell a big asset one day (or already are), this episode will help you protect your hard-earned money and grow your wealth wisely. Don't miss this eye-opening conversation that could change your financial future!   Next Steps: ✅ Connect with Brett Swarts

Get 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 through strategic planning.In this high-impact conversation, Brett breaks down the Deferred Sales Trust (DST) structure and how it empowers entrepreneurs, real estate investors, and business owners to defer taxes, reinvest, and grow their wealth tax-efficiently. He shares real-world examples, such as dentists and car wash owners who used the DST to unlock passive income, diversify their investments, and regain control of their financial future. Brett also dives into critical differences between the DST and the Delaware Statutory Trust, how to avoid wealth-destroying mistakes, and the powerful strategy of "partnering with the trust" to create new depreciation schedules and boost returns.If you're looking to preserve your hard-earned capital, create true passive income, and use tax strategies to build long-term wealth, this episode is a must-listen. Tune in now to discover how you can take control of your exit strategy and unlock greater freedom and impact through advanced tax planning!TIMESTAMPS01:17 – Guest Intro: Brett Swarts06:41 – What Is a Deferred Sales Trust (DST) and How Does It Work?08:26 – DST vs. Delaware Statutory Trust: Understanding the Difference09:58 – How DST Unlocks Passive Income and Financial Freedom11:13 – Flexible Investment Options and Entrepreneurial Control with DST13:09 – Using DST to Be Your Own Managing Member and Fund New Ventures14:50 – Making the DST an Investment, Not an Expense: Fees Explained16:48 – Deferring Both Capital Gains and Income Tax Through DST17:36 – Creating New Depreciation Schedules with the DST Structure19:55 – How DST Strategies Help Avoid Estate (Death) Tax24:54 – Real Client Story: Selling a Business, Diversifying, and Thriving with DST28:59 – How to Connect with Brett and Explore DST FurtherConnect with the Guest:Website: https://capitalgainstaxsolutions.com/LinkedIn: https://www.linkedin.com/in/brett-swarts/Instagram: https://www.instagram.com/brett_swarts/Youtube: https://www.youtube.com/@CapitalGainsTaxSolutions#TaxStrategies #DeferredSalesTrust #WealthBuilding #PassiveIncome #CapitalGainsTax

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In this episode of The Professional Volunteer Fire Department, host Tom Merrill welcomes Deputy Chief Kent Swarts from the Rehoboth Beach (DE) Volunteer Fire Company. With extensive experience in both the volunteer fire service and business, Swarts shares actionable strategies for improving recruitment and retention within volunteer departments. Emphasizing the importance of responsiveness, mentorship, and positive engagement, he reveals how his station has successfully onboarded an impressive number of new members in a challenging tourist community over the past few years. The discussion also covers the significance of a welcoming culture, effective outreach methods (QR codes, anyone?), and the pivotal role of appreciation and communication.      Brought to you by thefirestore.com and  firefacilities.com 

Many 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.Brett wrote the book, BUILDING A CAPITAL GAINS TAX EXIT PLAN. Brett shares his own family's story of destruction that came because of mismanaged money. He also shares other stories of entrepreneurs who lost everything, including their marriages because of bad tax strategies and bad exit plans.Brett desires to help see individuals and families stay united and benefit from well thought out, custom strategies to help achieve goals and dreams. Listen as Brett shares thoughts and information of how you can best save your hard-earned wealth for you, your children, and beyond.BRETT'S WEBSITE: BrettSwarts.comBRETT'S BOOK: https://www.brettswarts.com/books

They’re living their best lives no matter what their driver's license says! “Golden Bachelorette” star Joan Vassos and "Golden Bachelor's" Kathy Swarts open up about dating as widowed women, what they aren’t afraid to face, and the greatest gifts they’ve received. Plus, Joan gives an update on tying the knot to Chock!See omnystudio.com/listener for privacy information.

In this episode of Fund Friday, Craig McGrouther and Brett Swarts delve into innovative strategies for capital gains tax deferral, focusing on the Deferred Sales Trust. Brett shares his journey in real estate, the importance of understanding capital gains, and the concept of truly passive income. Through real-life case studies, they illustrate how these strategies can unlock wealth and provide financial freedom. In this conversation, Brett Swarts discusses the Deferred Sales Trust, its qualifications, and common misconceptions surrounding it, particularly regarding CPAs. He emphasizes the importance of collaboration between clients and their financial advisors, the role of real estate agents in 1031 exchanges, and the need for a trustworthy team in wealth management. Join Craig McGrouther and Brett Swarts on this episode of Fund Friday as they dive into the power of the Deferred Sales Trust!Learn more about Lone Star Capital at www.lscre.com To apply to attend LSC Summit 2024: www.lscsummit.comGet a FREE copy of the Passive Investor Guide:https://www.lscre.com/content/passive-investor-guide Subscribe to our newsletter and receive our FREE underwriting model package:https://www.lscre.com/resource/underwriting-modelFollow Rob Beardsley:https://www.linkedin.com/in/rob-beardsley/https://www.facebook.com/RobBeardsleyLSC/Read Rob's articles:https://www.lscre.com/blog

In this episode, Amanda Cruise and Ash Patel interview Brett Swarts, founder and CEO of Capital Gains Tax Solutions. Brett shares his journey from struggling in the real estate market to managing over $150 million in assets. He discusses the Deferred Sales Trust (DST) as an alternative to the 1031 exchange, highlighting its flexibility, tax benefits, and how it can be used for various asset types. The conversation delves into the pros and cons of DSTs, income generation strategies, and the importance of understanding tax implications when making investment decisions. Brett also shares personal anecdotes and insights on navigating the real estate landscape. Brett Swarts | Real Estate Background Founder and CEO of Capital Gains Tax Solutions Based in: St Augustine, FL Say hi to them at: www.brettswarts.com www.capitalgainstaxsolutions.com LinkedIn www.youtube.com/@BuildItToBillions www.youtube.com/@CapitalGainsTaxSolutions Sponsors: Altra Running Sunrise Capital Learn more about your ad choices. Visit megaphone.fm/adchoices

Brett Swarts, is the Founder of Capital Gains Tax Solutions where he serves as a Deferred Sales Trust Trustee and has closed over ½ Billion in DST's and Real Estate. He was the first to help Bitcoin owners exit millions of gains and defer their capital gains tax using a DST. He is an Author of Amazon #1 best seller of Building a Capital Gains Tax Exit Plan. He brings a unique approach to capital gains tax exit planning using the DST, real estate investment and wealth management. Top 3 Value Bombs  1. The key is to slow down, prepare and do a little bit of planning. 2. When you are going to real estate it is important to have a 3-dimensional view of the cash flow, tax flow and debt flow. 3. Hire the ”who” and don't be the “how”. Hire the team that excel on things we are not great at doing. Check out Brett's page and find links to his Youtube channel, Podcasts and Books - Brett Swarts Web Page Sponsor HubSpot Making your life easier. Getting you results faster. And better connecting you to all your data, all in one place. Start making major moves with HubSpot. Visit HubSpot.com/marketers to learn more  

Brett Swarts, is the Founder of Capital Gains Tax Solutions where he serves as a Deferred Sales Trust Trustee and has closed over ½ Billion in DST's and Real Estate. He was the first to help Bitcoin owners exit millions of gains and defer their capital gains tax using a DST. He is an Author of Amazon #1 best seller of Building a Capital Gains Tax Exit Plan. He brings a unique approach to capital gains tax exit planning using the DST, real estate investment and wealth management. Top 3 Value Bombs  1. The key is to slow down, prepare and do a little bit of planning. 2. When you are going to real estate it is important to have a 3-dimensional view of the cash flow, tax flow and debt flow. 3. Hire the ”who” and don't be the “how”. Hire the team that excel on things we are not great at doing. Check out Brett's page and find links to his Youtube channel, Podcasts and Books - Brett Swarts Web Page Sponsor HubSpot Making your life easier. Getting you results faster. And better connecting you to all your data, all in one place. Start making major moves with HubSpot. Visit HubSpot.com/marketers to learn more

This conversation with Brett Swarts explores the numerous benefits of DSTs, their role in deferring capital gains taxes beyond real estate transactions, and practical examples of people who have successfully applied this strategy. This podcast is sponsored by Aspen Funds. Alternative investments in Private Credit, Industrial Real Estate, and Oil and Gas: ⁠https://aspenfunds.us/⁠ Check out our latest offering in industrial real estate: ⁠https://app.junipersquare.com/i/aspenfunds/offering/1bdbcf6a-da16-4e65-a675-31909415300a⁠ Explore our Private Credit fund: ⁠https://aspenfunds.us/private-credit-fund/⁠ Get in touch: ⁠https://meetings.hubspot.com/mike-sullivant/ilab-speak-to-aspen-representative-⁠ Download our FREE 2024 Economic Forecast: ⁠https://www.investwithaspen.com/free-economic-report⁠ Follow Aspen Funds LinkedIn: ⁠https://www.linkedin.com/company/aspen-funds/⁠ ⁠⁠ Instagram: ⁠https://www.instagram.com/aspenfunds/⁠ Facebook: ⁠https://www.facebook.com/aspenfunds/⁠ Connect with Ben Fraser ⁠https://www.linkedin.com/in/benwfraser/⁠ Connect with Brett Swarts https://www.linkedin.com/in/brett-swarts/

#775. Kaitlyn Bristowe is joined by Golden Bachelor fan-favorites Nancy Hulkhower and Kathy Swarts for a fun, heartfelt, and eye-opening conversation about life, love, and everything in between. They open up about navigating relationships, dealing with loss, and the profound friendships formed on the show. Nancy and Kathy share their wisdom on dating in later years, offer valuable advice for finding love again, and reflect on their experiences with Gary, the show's leading man. From heartwarming reflections on past loves to their take on being compared to celebrities, this episode is packed with laughter, tears, and golden wisdom. Tune in for the inside scoop on life after The Golden Bachelor and why there's still so much more to come.If you're LOVING this podcast, please follow and leave a rating and review below! PLUS, FOLLOW OUR PODCAST INSTAGRAM HERE! Thank you to our Sponsors! Check out these deals! Range Rover: Explore the Range Rover Evoque at LandRoverUSA.com LMNT: Get a free LMNT Sample Pack that includes 8 flavors with any purchase at DrinkLMNT.com/OFFTHEVINE Macy's: Head over to Macys.com to get in on the VIP Sale that is running from September 26th to October 7th! EPISODE HIGHLIGHTS

Discover Brett Swarts' secret to mastering negotiations in this enlightening episode! With a wealth of experience in real estate investing and capital gains tax deferral, Brett shares how strategic communication techniques from Chris Voss's "Never Split the Difference" can transform your negotiation skills. Perfect for real estate entrepreneurs and investors, these insights are invaluable for anyone looking to enhance their investment portfolio and build generational wealth.Key Takeaways:Learn the art of mirroring and labeling to connect deeply with your counterparts.Discover actionable strategies to navigate high-stakes negotiations.Understand how these techniques can lead to win-win outcomes in real estate investing.Connect with Brett Swarts! Explore more at brettswarts.com for insights into capital gains tax solutions and strategic renovations.Join the REI Mastermind Network – Subscribe to the PODCAST! SUPPORT THE SHOW by sharing with your investor friends and explore sponsor offers for exclusive deals."Success in real estate starts with effective communication and strategic action."Harness Brett Swarts's expertise to elevate your real estate investment strategy and achieve your financial goals!CHAPTERS:00:00 - Introduction01:38 - Attracting Negotiation Techniques03:48 - Mirroring in Negotiations07:31 - Labeling for Effective Communication16:40 - Share Our Show16:53 - Developing Mirroring and Labeling Skills21:35 - The Power of Dynamic Silence27:38 - Importance of Reflection Time34:25 - Lies Real Estate Investors Tell Themselves35:34 - Recommended Reading for Investors36:53 - Advice to My Younger Self38:00 - Time-Saving Strategies for Business38:45 - Learn More at brettschwartz.comRealDealCRM.comRealDealCRM is your Real Estate Investing Virtual Assistant. A Real Estate Investing CRM for Real Estate Investors created by Real Estate Investors. SMS, Stealth Voicemails, Phone, Voicemail, Funnels, and AUTOMATION in a single platform! Check out more details at RealDealCRM.comLIKE • SHARE • JOIN • REVIEWWebsiteJoin the REI Mastermind Network on Locals!Apple PodcastsGoogle PodcastsYouTubeSpotifyStitcherDeezerFacebookTwitterInstagramSUPPORT THE...

Are you interested in unlocking your capital gains and maximizing your financial opportunities? Do you hope to grow your wealth without the constraints of traditional tax strategies?Join hosts Michael Blank and Garrett Lynch in an enlightening discussion with Brett Swarts, a leading authority on capital gains tax deferral.In this episode of Podcasts, Brett shares his innovative approach to deferring capital gains taxes, delving into the benefits and mechanisms of the Deferred Sales Trust (DST). Swarts, author of "Building a Capital Gains Tax Exit Plan" and an expert in the field, provides invaluable insights and practical advice to both passive and active investors looking to optimize their financial strategies.For full episode show notes visit: https://themichaelblank.com/podcasts/session428/

Jared and Kay are joined by Bachelor Happy Hour: The Golden Hour hosts, Susan Noles and Kathy Swarts. They reveal how their lives have changed after the Golden Bachelor and discuss how their interactions with friends, family, and social media have evolved. Then they share what they are looking for in future dates before playing a round of Golden Ticket or Traffic Violation. Come back next week for our recap of The Bachelorette Season 11, and make sure to follow along @alwayson on IG! Learn more about your ad choices. Visit megaphone.fm/adchoices

Bachelor generations collide when Kathy Swarts and Susan Noles from The Golden Bachelor hit the O.R.! They spill all the behind the scenes secrets from making the first season of The Golden Bachelor and we find out how they're handling the young guys in their DMs! Plus, they share their honest first reactions of Gerry and we discover the power of finding your “friend soul mate”!See omnystudio.com/listener for privacy information.

Ben is hanging out the latest Bachelor Nation podcasters, Kathy Swarts and Susan Noles from The Golden Bachelor! Ben shares some veteran podcasting advice and hears what caused Kathy and Susan to butt heads already! Kathy and Susan help answer a question from a fan who's developed feelings for a much younger person.  And, we get an update on their love lives since the end of The Golden Bachelor!See omnystudio.com/listener for privacy information.

Ben is live from Pebble Beach with one of the breakout stars from The Golden Bachelor, Kathy Swarts!  Hear all about the drama that went on behind the scenes, and find out the real story of who stayed friends after the season ended, and who didn't keep in touch! Plus, Kathy opens up about her regrets from her time with Gerry!See omnystudio.com/listener for privacy information.

Ben Higgins and Trista Sutter are hanging out the morning after The Golden Wedding with your Gold Carpet hosts Kathy Swarts and Charity Lawson! Hear the truth about Kathy's relationship with Theresa after their tense moments on The Golden Bachelor and Trista has some important words of advice for Charity!See omnystudio.com/listener for privacy information.

Did you love "The Golden Bachelor"?? Jana and her friends hang out with one of the breakout stars of this season, Kathy Swarts!  Jana doesn't hold anything back and we get the real story of why things got so tense between Kathy and Theresa!  Plus, find out how her dating life has changed since going on the show!See omnystudio.com/listener for privacy information.

It's a party when Susan and Kathy from The Golden Bachelor hang with Ashley at the Bachelor Mansion! They bring us into their close friendship for all the tea from their season.  Things were TENSE with Kathy and Theresa during the show… how are things now??  And, Susan tells us about a surprise proposal… in the aisles of The Home Depot. See omnystudio.com/listener for privacy information.