“Thanks for saving my failed 128 unit Multifamily Complex 1031 exchange and saving me $1.1M in capital gains tax when I moved my real Real Estate Equity into a Deferred Sales Trust!”

— Dave Levenson 

helping individuals sell & break out of capital gains tax jail,

one deferred sales trust at a time.

We provide one-to-one business owner & investor guidance throughout your entire deferred sales trust process, from selling to reinvesting. We will help you outline the options of selling or not selling and the tax consequences for each deferral strategy, including Deferred Sales Trust, Opportunity Zones, 1031 Exchanges, Delaware Statutory Trusts, & Charitable Remainder Trusts. Then we will teach you everything you need to know to design a tax-deferred deferred sales trust optimal timing exit plan & provide DST trustee services to help you achieve proven results


no 1031 exchange required

save thousands of $’s & hours of headaches with this ‘no-rush’ method of purchasing real estate.

no debt or like-kind required

no need to find a like-kind property or stay in unnecessary massive debt.

no investment property required

whether you’re selling a business, primary home or other highly appreciated asset, we have a solution for you

no time commitment

you’re only 5 hours away from seeing your exit plan opportunities.

use capital gains tax solutions

for yourself or your clients

who struggle with capital gains tax

when selling a highly appreciated asset

to transform


into this →

here’s how we work

Step 1. GET A  E-BOOK 

Get an Deferred Sales Trust E-Book on us! We think education is the key to your decision.


Ready to take the next step? Give us a call to see if the Deferred Sales Trust is is right for you. 


Congratulations on taking the next step your financial highly appreacted asset freedom. 

who is

Brett Swarts?

Brett is a deferred sales trust expert, capital gains tax deferral expert, investment real estate expert, multifamily broker, and the founder of Capital Gains Tax Solutions – a company helping people to defer capital gains tax on the sale of their highly appreciated assets, eliminate the need for a 1031 exchange, and free up their time 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 plan is a flexible plan to get out of debt, defer your tax, diversify and then purchase assets at optimal timing, while having liquidity and diversification all tax-deferred.

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.

questions about your deferred sales trust?


 -What is the deferred sales trust process?

 -What wealth plan can I create with my  deferred sales trust and how long will it take to set up?

 – What is the cost for a deferred sales trust and how do I get my deferred sales trust to work in my favor and become an investment rather than an expense?

 -What is the deferred sales trust process?

Let Brett and his team help. Schedule a free consultation at your convenience.

email brett


connect on facebook

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give brett a ring


The deferred sales trust helped me not just be an active cre investor but it helped me become a passive investor as well. CA 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.

 “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 market”

“It’s a relief to be rid of the apartment building. It was a very lucrative investment, but it came with a lot of headaches that took up my time and energy” 

Sold & Save $260,000

Sold & Save $280,000


Sold & Save $260,000

Sold & Save $550,000


Sold & Save $589,000


Sold & Save $2,480,000


Sold & Save $1,100,000



Paying too much in capital gains tax used to be complicated when selling highly appreciated stocks. Not anymore.

“We like to take a look at the most creative structure possible..
I use some really powerful guys to try and save me money in taxes as much as I can, but I tell you, I pay way to much probably.”


“But I’ll tell you, you made me a believer when we got the wire from our mutual client who made this work and it was a real eye-opener to see that there are ways that people can use the regulatory framework, if properly structured, to invest 1031, exchange dollars and things that you would not think were like-kind to what they exited from. So it was very impressive. I gotta say, You are the first one I’ve seen pull this off and I’m pretty… hesitant to believe in a lot of these kinds of things. So it’s a major feat for me to say, Wow, this actually really worked and it was really cool.”


My client is a couple with challenges and got a phenomenal opportunity to restructure their lives. They have this real desire to start and enjoy the life they love if they’ll be selling their property where most of their net worth resided. But, they’ll be paying a huge chunk in taxes that can be available to them to help them generate income and help meet their expenses. Using Deferred Sales Trust helps my client hold on to these assets and now it will extend the length of time they’re going to have income and it’s a pretty wide margin.

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