Brett Swarts

Capital Gains Tax Solutions Podcast

Business EN ↓ 714 episodes

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?  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...

Author

Brett Swarts

Category

Business

Latest episode

Jul 11, 2026

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Episodes

The Fundamental Issues of the Affordable Housing Crisis with Atticus LeBlanc 06.01.2022

Atticus is the Founder of PadSplit. A seasoned entrepreneur with a deep understanding of housing, real estate, and construction, and he's always seeking ways to improve neighborhood schools or governments.  For about 20 years, and has been in housing for the last 14 years, he started his career in commercial real estate, site collection acquisition for some major developers around the country...

Tax Strategies Using Infinite Banking with Barry Brooksby 05.01.2022

Barry has been involved in the financial and investment industry since 2001 and helped build a multi-million dollar real estate empire. The mix of real estate and financial planning experience has enabled him to see opportunities and business with more clarity and has enabled him to assist clients to increase their wealth and benefits while lowering their overall risk. He is the Founder & CEO...

Luxury Newport Beach Real Estate with Pierce York 03.01.2022

Pierce York started his first business "Signature Business Consulting" in the summer of 2013 with his father Keith York. He has also interned for San Diego Social Venture Partners, Promoted for Eventvibe.com, and became a brand partner with Nerium International. He received his degree at San Diego State University College of Business, in Business Management with an emphasis in entrepreneurship. He...

Blockchain Based Infrastructure for Your Finances with Dan Edlebeck 31.12.2021

As a connector of thought leaders and doers in the blockchain space, Dan Edlebeck builds diverse networks to achieve high-impact goals. With 10 years of experience in business development, marketing, and operations. He fosters strategic partnerships and grows virtual and in-person communities. Armed with technical knowledge and industry experience, he can speak to your dev team or your grandma abo...

Defi Based Crypto Investments with Emily Stork 29.12.2021

Emily Stork is a Co-Founder and CFO of Worth The Fight Fitness, also a Principal at Crypto Fun QuoinVault. She is passionate about corporate law, business, finance, entrepreneurship, and crypto, especially smart contracts and DeFi. In‌ ‌our‌ ‌conversation,‌ ‌we‌ ‌discussed:‌ Understanding how to be a liquid provider of cryptocurrency How to obtain actual stable coins before earning a fee? What is...

Finding Discounted Properties with Zack Boothe 27.12.2021

Zack Boothe has done over 300 real estate deals and has generated millions of dollars for himself and for his friend's family and his students who learn how to do wholesales and all kinds of other things in real estate. In fact, he has an amazing company that we're going to learn about DFDMastery.com He remembers what it was like when he first got started in real estate. He’d wake up every morning...

Cannabis Capital Gains Tax Deferral with Andrew Hunzicker 24.12.2021

Andrew has a broad experience in providing executive leadership and business counsel to companies across industries, including retail manufacturing, energy, medical biotech, and he founded DOPE CFO and has built a national cannabis accounting, Bookkeeping, and Tax sharing program to help students in all 50 states unlock a new world of clients empowering them to start their own practice and create...

The Different Facets of Wealth Management with Michael Soroko & Zach Zenda 22.12.2021

Michael grew up in Kinnelon, NJ. Mike attended Rider University in Lawrenceville, NJ where he was the Captain of the Cross Country and Track and Field Teams. After graduating from Rider University with his Bachelor’s in Finance and M.B.A. in Entrepreneurship, Mike entered the Financial Services Industry in 2013. Mike is one of the founding partners of Emeritus Wealth and holds his Life, Health, Se...

Deferring Tax on Bitcoin with Brett Swarts & Mitch Stephen 21.12.2021

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

Becoming a Mindful Millionaire with Leisa Peterson 20.12.2021

Leisa Peterson is on a mission to help 1 million people elevate their financial consciousness by helping them realize their true value in the world and beyond. She's had the great fortune to witness 1000s of money breakthroughs while writing her book, The Mindful Millionaire. Her specialty is helping business owners overcome a cycle of scarcity, uncertainty, and economic volatility. They can heal...

Transforming Real Estate into Fractional Investments with Yael Tamar 17.12.2021

Yael works to make property investing accessible, transparent, and streamlined with SolidBlock, where she is the Co-CEO and Co-founder. Prior to that, Yael has spent almost two decades in the financial markets. She started at a Wall Street broker-dealer as an analyst, moving to M&A and private equity, as well as financial engineering, structuring products and indices for pensions funds and fam...

Transforming Lives Through Real Estate With Matt Faricloth 15.12.2021

Matt Faircloth has been an active real estate agent since 2002. He founded The DeRosa Group in 2006. A real estate investment company that specializes in buying and renovating residential and commercial properties. The vision is to do just that to help you to get transformational life through real estate and is focused on maximizing investor returns while providing high-quality spaces for sale and...

Deferring Capital Gains Tax When Selling Cryptocurrency with Felipe Vogel 13.12.2021

He is out of Nicaragua, he's current undergraduate studying business administration in computer information systems. One of his greatest passions is learning about new technologies, and he's invested in learning understanding how to implement blockchain technology in real-world use cases. In our conversation, we discussed: What is Ethereum Blockchain? Selling XRP Ethereum Cryptocurrency Connect wi...

U.S. Economy + Global Market Update with David Young 10.12.2021

He's one of the most intelligent and articulate gentlemen that I have the pleasure to be able to work with. In fact, he is the founder and CEO of Anfield Capital. He spent a number of years at PIMCO, one of the larger, larger well-known money management firms in the world. He has an amazing background. He's actually a Chartered Financial analysis designation. He has an MBA with a concentration in...

Strategic Investing in Blockchain Technology with Hamiz Awan 08.12.2021

Hamiz focuses on operations, risk management, and overall strategy, the growth of his firm called Plutus21, and he's focused on all things, investing in, especially alternative strategies across multiple, multiple asset types, he has been involved as a principal investor in deals totaling over $50 million on behalf of us as partners and family capital. Growing up in Pakistan, he saw the effects of...

Becoming a Best in Class Insurance Agent with David Duford 06.12.2021

David Duford is the owner and operator of DavidDuford.com. He specializes in recruiting and training new and experienced insurance agents to become top producers utilizing proven sales and marketing systems such as Final Expense, Annuities, or Medicare Advantage. He’s operating a highly successful YouTube channel with nearly 1400 downloads in a month 37,000 views and he's all things about helping...

Becoming a Best in Class Multifamily Investor with Gary Lipsky 03.12.2021

As a successful real estate investor in over 1900 units, Gary Lipsky helps friends invest in C-Class Value-Add Multifamily opportunities. Gary typically finds deals in Phoenix and Tucson. He runs several meetups and is a regular on real estate podcasts and at conferences. You can count on Gary for integrity, strong operations, and excellent communication, which have been keys to everything of whic...

Trading Cryptocurrency with Rhys King 01.12.2021

An eCommerce Entrepreneur, Founder & CEO of Star Name Registry, Maps for Moments and Pick a Poem. He has a unique way of taking business concepts and turning them into enterprise-level realities. Star-Name-Registry.com and Mapsformoments.com were formed in 2014 out of my interest and passion for space. He employs 37 members of staff across our offices in Australia, the USA, and the UK. Largely...

On Creating a Strong Foundation for your Financial Health with Mark WIllis 29.11.2021

He's a strategic alliance and he's a certified financial planner, a three-time number one best-selling author, and the owner of Lake growth financial services, a financial firm in Chicago, Illinois. Over the years he has helped hundreds of his clients take back control of their financial future and build their business with proven tax-efficient financial solutions. He specializes in building custo...

From Working the Fields To Working The Deals with Juan Huizar 26.11.2021

Juan is a licensed California Real Estate Broker that has acquired his Certified Commercial Investment Member (CCIM) designation. CCIM’s are recognized experts in brokerage, valuation, and investment analysis. Juan specializes in selling multifamily apartment units as well as residential properties. He prides himself on locating value-added properties that maximize the client’s investment yields....

Incredible Opportunities For Investors with Dan Lewkowicz 24.11.2021

Dan Lewkowicz is a seasoned real estate veteran with over 15 years of experience in many facets of the real estate industry. Starting his career “house hacking” he quickly moved on to flip houses in and around metro Detroit and eventually created a company called Renaissance Real Estate Ventures which specializes in the acquisition, financing, renovation, and resale of single-family residential pr...

Make Money While You Sleep with Seth Bradley 22.11.2021

Seth Bradley helps attorneys and other high-income earning individuals achieve their financial goals by diversifying their investment portfolios through intelligent, alternative investments in exceptional commercial real estate projects. His passion is educating others on how to passively invest in commercial real estate so that they can quickly scale and enjoy truly passive cash flow while retain...

On How To Stay Liquid Without Kicking In Any Tax Consequences with Brett Swarts Video 20.11.2021

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

Inside Secrets Of High Reward Option Trades with Gareth Soloway 19.11.2021

Gareth Soloway is the Chief Market Strategist and CFO of www. InTheMoneyStocks.com. He has been an avid swing and day trader since his days at Binghamton University where he studied Economics. After college, Gareth quickly excelled as a financial adviser, helping clients get their financial houses in order. While helping others gain financial independence, he continued to study the day trading and...

Build Wealth Like a Shark with Barry Spencer & Kevin Harrington 17.11.2021

Barry Spencer is one of the CO creators of the wealth with no regrets planning process that allows a process that shows financially successful professionals, executives, business owners, and independent women how to live more confidently by having a custom-tailored financial plan, income plan, tax plan, legacy plan, and legal plan. Barry is a registered investment advisor of a boom fish wealth Gro...

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