Brett Swarts:
Freedom from Capital Gains
When traditional tax deferral methods fell short, Brett Swarts pioneered a solution that gave investors, business owners, and even Bitcoin holders new financial freedom. His story is about disrupting the norm to build a better exit path.
Bio
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.
Topics
- The truth about capital gains tax most people miss
- Why the 1031 exchange isn’t always the best option
- How the Deferred Sales Trust works
- Breaking through limiting beliefs around wealth
- The first-ever DST Bitcoin deal: how it happened
- Building a purpose-driven exit strategy
- Navigating tax law and entrepreneurship
- Creating freedom through strategic exits
- Helping clients multiply wealth and impact
- Wealth-building for real estate professionals
Guiding Questions
- What first led you to explore alternatives to the 1031 exchange?
- Can you walk us through what a Deferred Sales Trust actually is?
- Why do most investors and professionals not know about these tools?
- Tell us about the first Bitcoin DST deal—how did that come about?
- What emotional and financial pitfalls do entrepreneurs face at the point of exit?
- How does your faith or purpose influence how you approach wealth strategies?
- What’s a common misconception people have about capital gains tax deferral?
- What does “build it to billions” actually mean in practical terms?
- How does your approach empower freedom—not just financially, but personally?
- What advice would you give someone preparing for a major liquidity event?