#1 Deferred Sales Trust Investment Trustee Service.

Create a clear Deferred Sales Trust exit and wealth plan for your sale with Capital Gains Tax Solutions as your guide

Capital Gains Tax Solutions

APPLY FOR FREE CONSULTATION CALL

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CLARIFY YOUR TAX AND EXPLORE THE DST AT NO COST

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IMPLEMENT A DST INVESTMENT PLAN THAT WORKS

You Face Capital Gains Tax Challenges. We See Possibilities.

For years, Capital Gains Tax Solutions has worked to help investors around the U.S. pursue their financial goals while navigating the exit of their highly appreciated assets and solving their capital gains tax challenges. We are focused on helping individuals sell their business, real estate, cryptocurrency, or other highly appreciated assets and unlock freedom from Capital Gains Tax using the Deferred Sales Trust. Along with the creator of the DST, we analyze your situation and make recommendations to use or not use the DST or another capital gains tax solution. 

Experts in Commercial Real Estate Investing, Brokerage and Development

We are experts in commercial real estate and believe the best way to build wealth is through practicing optimal timing with value add, hands-on real estate, or business investments. We also work with top Wealth Advisors who help to create a balanced financial plan that gives liquidity, diversification and optimal timing for you and the DST. 

 

We help you unlock a transformational exit and wealth plan for you or your clients who struggle with capital gains tax when selling any highly appreciated asset using a Deferred Sales Trust. From there, we work to earn the right to become a part of your dream team to help you create and preserve more wealth.

TESTED PROCESS

    • Thousands of Transactions
    • Over 12 IRS Audits + 4 Advisor Level Audits
    • 8 State Audits (Including 3 California Audits in the last few years)
    • Private Letter Ruling
    • All audits have been successfully closed out with no changes.
    • Lifetime Audit Defense at No Additional Charge
    • Our clients rely on a Deferred Sales Trust process that has been tested through in virtually every market environment for close to 30 years

    WHAT CLIENTS EXPERIENCE AFTER IMPLEMENTING THE DST

      • Unlock up to 10 freedoms to defer your capital gains tax and grow your wealth.
      • Debt Freedom, Liquidity and Diversification with access to a clear and balanced financial investment portfolio of real estate or other investments.
      • Optimal Timing. Convert illiquid assets, like a business or commercial real estate, into a diversified portfolio of liquid investment to invest at any time into any asset class. This reduces risk and volatility by preventing overexposure to a single asset class and selling too late.
      • At the close of the DST 2.0, move funds outside of your taxable estate to eliminate the 40% estate tax on amounts over $12M single or $24M married couple.
      • Unique Offering = Entrepreneur Freedom. Build or buy back into and back out of real estate, crypto, securities, or a business at the time you think is best with yourself, family or partners.
      • Eliminate the Need for a 1031 exchange. Prevent overpaying in 180 day window and taking on risky debt.
      • Rescue for a failing 1031 Exchange. Work with us to have a backup plan in case your 1031 does not work out.
      • Reduce income tax. The promissory note payment delayed can reduce your income tax for around 2 years.
      • Partnership Interest: When a partnership or other ownership group sells an appreciated asset, they do not need to remain together to achieve tax deferral, as is typically the case with a 1031 Exchange.

      Get to know Brett Swarts, DST Trustee

      Get to know your DST Trustee

      Capital Gains Tax Solutions is a national Deferred Sales Trust (DST) Trustee impact organization. We exist to help you defer capital gains tax & eliminate estate tax on the exit of assets of any kind so you can preserve and then create more wealth and unlock freedom

      Purpose:  Passionately creating freedom and making an impact by unlocking capital to be invested in families and communities.

      Mission: Lead and inspire the building of wealth and freedom with our clients and partners through the execution of capital gains & estate tax solutions.

      Track Record: Capital Gains Tax Solutions team members collectively have over 14 years of Deferred Sales Trust experience, 20 years of investment real estate experience, and have participated in over $500,000,000 of Deferred Sales Trust, Multifamily Brokerage, Delaware Statutory Trust, 1031 exchanges, and commercial real estate transactions. We strategically align with CRE Syndicators, Financial Advisors, CPAs, and Real Estate Professionals to satisfy their investor’s/clients’ goals when they exit.

      Transaction Coordination

      We provide one-to-one business owner & investor guidance throughout your or your client’s transaction. Capital Gains Tax Solutions studies and practices a lean six sigma continuous improvement Smart Sheet system process. We have a full-time transaction coordinator team member to make sure nothing falls through the cracks, so your transaction closes on time.

      DST Transaction coordination

      IT’S TIME TO CLARIFY YOUR CAPITAL GAINS TAX AND BUILD A EXIT PLAN

      APPLY FOR FREE CONSULTATION CALL

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      CLARIFY YOUR TAX AND EXPLORE THE DEFERRED SALES TRUST AT NO COST

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      IMPLEMENT A DST INVESTMENT PLAN THAT WORKS FOR YOU AND DELIVERS FREEDOM

      Is the Deferred Sales Trust Legit with Dan Handford?

      How do you know if your exit plan is right?

      Get instant clarity. 

        • Get instant feedback from us during our meeting if the DST is the right fit for you. We analyze your situation. Give you options. Then make recommendations to execute the DST exit plan.
        • Finally feel confident about your exit, capital gains tax and investment plan
        • After the zoom meeting or call, you’ll be one step closer to knowing if the DST is right for you
        • Leave with a plan you can immediately implement

        What they say about us!

        From Our Clients

        deferred sales trust client testimony

        ★ ★ ★ ★ ★

         

        “I wanted to be able to time the real estate market and buy commercial real estate when it was more of a Buyer’s lower-priced market instead of overpaying in a highly appreciated and highly-priced Seller’s market”

        ~Dave

        ★ ★ ★ ★ ★

         

        In this climate, and in this market, everything is priced very high. So you have to be very strategic, and sometimes that 1031, that 45 days, you just don’t have an opportunity to find something that you’re going to make even more money on. So what we were able to do is do a partial 1031 exchange.

        ~Stormy

        ★ ★ ★ ★ ★

         

        “The Deferred Sales Trust helped me not just be an active commercial real estate (CRE) investor but it helped me become a passive (CRE) investor as well. California real estate values were too high and I can now double my cash on cash return in other states, diversify into other CRE product types, all with zero management responsibilities.”

        ~Steve

        ★ ★ ★ ★ ★

         

        “The biggest thing to overcome is probably not too different for anyone else. “It sounds like a great alternative, but what’s the catch?” I would say the catch really is understanding how it works and getting comfortable with it. I would say that the paperwork was pretty easy. We thought you surround yourself with a good group of advisers and legal team that will take the time to sit down and have a phone call with you and that really knows what they’re doing.”

        ~David

        ★ ★ ★ ★ ★

         

        “It’s a relief to be rid of the 18 unit apartment building. I had 18 problems and I did not want to 1031 exchange for 36 problems. It was a very lucrative investment, but it came with a lot of headaches that took up my time and energy

        ~Peter

        ★ ★ ★ ★ ★

         

        “The big thing for me was the flexibility that you can actually deploy to different asset classes, and also not have the time pressure.”

        ~Dharma

        ★ ★ ★ ★ ★

         

        “For me, it is really simple, I got hundreds of thousands of dollars in taxes here, I got to pay them at some point, but why not defer them. That gives us the freedom and time. As Im learning and evaluating this DST, just initially doing my research, like man this 1031 stuff sounds very straight forward but I’m an entrepreneur that doesn’t want to be boxed in.”

        ~Shea

        ★ ★ ★ ★ ★

         

        “This was a surprise to me. I also have an MBA, and I also have a master’s in taxation from DU law school, and I’m unfamiliar with the debt over basis issue. So you educated me about that, but not only did you educate me on that as a problem, but you provided a brilliant solution, I’m so impressed with!”

        ~Ron

        “Brett and the team at Capital Gains Tax Solutions have a unique combination of expert tax planning strategies, and understand what is important to entrepreneurs when growing a business. They do more than just crunch the numbers, they are an integral part of my team. To top it all off they problem solvers who are down to earth.”

        Reed Goossens

        “I would highly recommend calling Brett Swarts if you are looking to defer capital gains tax on your next sell. He has something that could bring so much value to you.”

        Whitney Sewell

        “Absolutely 💯 great “No BS” solutions to dealing with capital gains deferment from real estate, cryptocurrency and business dispositions. Real world practical approaches to handling the hard hit of taxes when it comes to dealing with capital gains.”

        Dana Robinson

        Exploring The DST For Businesses
        Best Seller Capital Gains Tax Exit Plan

        We wrote a book

        Kevin Harrington, Don Wenner, David Young. Joe Fairless, Neal Bawa, Tyler McBroom, Buck Joffrey, Dan Handford, Michael Blank, Dr. Gurpreet Padda, Kevin Bupp, Jake Mellor, Brian Burke, Gino Barbaro, Dom Einhorn, Michelle Seiler Tucker,

        EXPERT TAX SECRETS

        Who Is Brett Swarts?

        Brett is a Deferred Sales Trust™ Trustee, DST expert, capital gains tax deferral expert, investment real estate expert, multifamily broker, and the founder of Capital Gains Tax Solutions – a company helping individuals to defer capital gains tax on the sale of their highly appreciated assets, eliminate the need for a 1031 exchange, and unlock transformational wealth building options so they can create & preserve more wealth.

        He created ‘Capital Gains Tax Solutions‘  to equip high net worth individuals and their trusted advisors with the Deferred Sales Trust™ tool to help them solve capital gains tax deferral limitations. The first step to a great exit and wealth plan is to clarify your exit plan and prepare to sell your highly appreciated asset when the time is right for you. The second step is to set up the DST, then sell your asset and defer your capital gains tax. The last step is to have the funds invested in a diversified portfolio of liquid investments, real estate or business ventures. The foundation to these 3 steps is timing and using the Deferred Sales Trust. Make time your friend using the Deferred Sales Trust by never having to invest into anything you don’t want to or when you don’t feel the timing is right for you.

        Get Started With Your Deferred Sales Trust Today
        By Hiring Capital Gains Tax Solutions

        Get Started With Your Deferred Sales Trust Today

        100% NO OBLIGATION

        Conditional Engagement Agreement Guarantee

        If you are unhappy for any reason with capital gains tax solutions or the Deferred Sales Trust™ before your deal closes, simply let us know before the close of escrow and there will be no hard feelings and zero fees owed to anyone.

        This truly is a zero cost and no-obligation Deferred Sales Trust™ due diligence.

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        Learn Our 9 Step Framework

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        9 Step Framework

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