EP 51 - How to Pay Zero Taxes on Massive Gains with Brett Swarts
Collecting Keys - Real Estate Investing Podcast
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Collecting Keys - Real Estate Investing Podcast
EP 51 - How to Pay Zero Taxes on Massive Gains with Brett Swarts
Sep 28, 2022 Season 1 Episode 51
Mike DeHaan

Building your wealth knowledge is key to building your wealth. If you’ve mastered the latter, one thing that can cut down your net earnings is paying a record-high capital gains tax.

From working days at Marcus & Millichap and nights waiting tables at The Cheesecake Factory, Brett Swarts now owns two financial businesses and has helped his clients defer hundreds of millions of dollars in taxes.

Brett takes time from his own podcast, Capital Gains Tax Solutions, to inform Dan and Mike on an alternative solution to using the limiting 1031 exchange. He shares why a deferred sales trust is the Netflix to the 1031 exchange’s Blockbuster.

While this method isn’t a one-size-fits-all solution, a deferred sales trust gives you the option to roll your assets into another investment with no timeline. Unlike a 1031 exchange, this contract applies to real estate, artwork and collectibles, NFTs, cryptocurrency, and more.

Listen to this episode to learn more about how to maximize your wealth with the help of a team like Brett’s at Capital Gains Tax Solutions!

Topics discussed in this episode:

  • Brett’s work at Capital Gains Tax Solutions and his real estate investment company
  • The difference between a 1031 exchange and a deferred sales trust
  • Brett’s background and education
  • How the 2008 financial crisis helped him learn the dos and don’ts of investing
  • Brett worked multiple jobs, saved money, and started passively investing
  • Clients at Marcus & Millichap helped him learn how to passively invest
  • Brett found deals through his second job as a commercial real estate broker
  • The story of Brett’s first big deal on an Arizona retail center
  • Why passive investment worked better for Brett’s busy lifestyle with 5 kids
  • Continuing Brett’s history with another deal on a Senior Housing Assisted Living Facility
  • The importance of diversifying and what Brett invests in
  • What states Brett finds good deals in since California has dried up
  • How Brett finds deals and what he looks for in a partnership
  • Collaboration is how to succeed and make money
  • Underwriting is an art and science, so experience is key
  • Brett recommends that amateur operators to learn their niche
  • Questions Brett would ask a potential partner/investor
  • What Brett looks for in a property investment
  • Qualifications of a deferred sales trust
  • Assets eligible for a deferred sales trust
  • Learn why a deferred sales trust is great for crypto through Brett’s client story
  • What happens when a deferred sales trust is closed
  • The importance of having a team help with a deferred sales trust
  • How Brett’s client used a deferred sales trust to buy low and sell high - all tax free
  • Brett recounts his craziest real estate story ever
  • The personality traits and mentors that Brett attributes to his success
  • Brett’s upcoming book featuring Kevin Harrington of Shark Tank

Tune in to Brett’s podcast and learn more about his company, Capital Gains Tax Solutions, here: www.capitalgainstaxsolutions.com

Check out the Capital Gains Tax Solutions YouTube channel to get more information on deferred sales trusts, 1031 exchanges, and more.

If you are interested in learning from Dan and Mike to receive coaching and learn how they built their business, head to