#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
APPLY FOR FREE CONSULTATION CALL
CLARIFY YOUR TAX AND EXPLORE THE DST AT NO COST
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
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.
IT’S TIME TO CLARIFY YOUR CAPITAL GAINS TAX AND BUILD A EXIT PLAN
APPLY FOR FREE CONSULTATION CALL
CLARIFY YOUR TAX AND EXPLORE THE DEFERRED SALES TRUST AT NO COST
IMPLEMENT A DST INVESTMENT PLAN THAT WORKS FOR YOU AND DELIVERS FREEDOM
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
“I’ve learned so much about Capital Gains and the Deferred Sales Trust (DST) by listening to Brett Swarts’s podcasts (and guests) on YouTube. The DST is a great solution to the capital gains tax and 1031 proverbial hamster wheel.”
“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.”
“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.”
“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.”
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,
listen to what our
clients have to say
How I helped Shea in exiting a Business Tax- Deferred, Using a Deferred Sales Trust. Watch Shea as he shares how he overcome the biggest obstacle with the Deferred Sales Trust.
“For me it is really simple, I got hundreds and hundreds of thousands of dollars of taxes here, and I got to pay them at some point, but why not defer them, that gives us the freedom and time. As I’m 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
Conditional Agreement Guaranteed
If you decide not to use the Deferred Sales Trust for any reason before your deal closes, please let us know before escrow closes. There will be no fees owed to anyone.
This truly is a zero cost and no-obligation due diligence.
Free assessment
Clarify your capital gains tax and how much can be deferred. Start your jorney to freedom to sell your crypto currency, business or property without ever having to use a 1031 exchange ever again.
Optimal timing wealth plan
Design a transformational wealth plan using the Deferred Sales Trust. We specialize in guiding you to purchase investments when the timing makes sense for you and not letting the tax tail wag the investment dog.
Transformation wealth plan delivered
We help guide you every step for you to close your Deferred Sales Trust transaction.
listen to what our
clients have to say
How I helped Ron in exiting his $4.2 Million Multifamily Property in Denver using both Delaware Statutory Trust and Deferred Sales Trust. Watch Ron tell how Brett Swarts and capital gains tax solutions helped him achieve his real estate and wealth objectives.
“This was a surprise to me. I also have an MBA, I also have a masters in taxation from DU law school, and I’m unfamiliar about the debt over basis issue, so you educated me to that, but not only you educated me on that as a problem but you provided a brilliant solution. I’m so impressed with.” – Ron
Conditional Agreement Guaranteed
If you decide not to use the Deferred Sales Trust for any reason before your deal closes, please let us know before escrow closes. There will be no fees owed to anyone.
This truly is a zero cost and no-obligation due diligence.
Free assessment
Clarify your capital gains tax and how much can be deferred. Start your jorney to freedom to sell your crypto currency, business or property without ever having to use a 1031 exchange ever again.
Optimal timing wealth plan
Design a transformational wealth plan using the Deferred Sales Trust. We specialize in guiding you to purchase investments when the timing makes sense for you and not letting the tax tail wag the investment dog.
Transformation wealth plan delivered
We help guide you every step for you to close your Deferred Sales Trust transaction.
listen to what our
clients have to say
How I helped Dave in selling his 128-unit multifamily complex and saving $1.1 million in capital gains taxes without the need for a 1031 exchange.
Watch Dave tell how Brett Swarts and capital gains tax solutions helped him achieve his real estate and wealth objectives.
“”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. The DST saved my 1031 exchange.” -Dave
Conditional Agreement Guaranteed
If you decide not to use the Deferred Sales Trust for any reason before your deal closes, please let us know before escrow closes. There will be no fees owed to anyone.
This truly is a zero cost and no-obligation due diligence.
Free assessment
Clarify your capital gains tax and how much can be deferred. Start your jorney to freedom to sell your crypto currency, business or property without ever having to use a 1031 exchange ever again.
Optimal timing wealth plan
Design a transformational wealth plan using the Deferred Sales Trust. We specialize in guiding you to purchase investments when the timing makes sense for you and not letting the tax tail wag the investment dog.
Transformation wealth plan delivered
We help guide you every step for you to close your Deferred Sales Trust transaction.
listen to what our
clients have to say
Learn how a Certified Registered Nurse Anesthetist worked her way up as she shares her entrepreneurial journey and how she was able to save $450,000 in capital gains by using a partial 1031 exchange and Deferred Sales Trust.
Watch as Stormy shares her Airbnb story, the challenges they faced, and how Deferred Sales Trust gave her a huge win over her business.
“I think it was just trust, I think it was just learning more about the process. And if I’ve learned anything in my life and healthcare and everything that I’ve done is that education is very powerful when you have to really understand and so also with Tom Wheelwright is another very brilliant gentleman that goes over taxes and just realizing that it doesn’t have to be scary. Don’t be afraid of it, learn, educate yourself. And so I think just really being engaged in it and just taking everything in and doing your due diligence. And then you know, it’s trust, ultimately and the team but understanding how well it had worked out for so many others before me, really helped and then just really being engaged in the process and, moving forward.” -Stormy
Conditional Agreement Guaranteed
If you are unsatisfied with capital gains tax solutions or the deferred sales trust for any reason before your deal closes, please let us know before escrow closes. There will be no hard feelings and no fees owed to anyone.
This truly is a zero cost and no-obligation due diligence.
Free assessment
With the use of a deferred sales trust, we may give a free analysis with an estimated capital gains tax deferral advantage. This guide will show you how to lawfully defer paying capital gains tax and obtain the freedom to buy and sell your business or property without ever having to worry about a 1031 exchange.
Optimal timing wealth plan
Create a transformational wealth plan at the best possible time. We’ll show you how to clone a proven wealth plan in under 5 hours so you may have more time, energy, and financial freedom. We do a tax-deferred audit of all of your assets and show you how to make your Deferred Sales Trust work for you by turning it into an investment rather than an expense.
Transformation wealth plan delivered
We help you with closing your Deferred Sales Trust in funding your optimal timing wealth strategy, which provides tax deferral, liquidity, and diversification in order to help you create and preserve more wealth. Then we provide ongoing trustee services and put you in touch with world class commercial real estate and financial advisers.
listen to what our
clients have to say
How I helped Steve in selling his $1.9 million multifamily complex and avoiding a 1031 exchange to save $280,000 in capital gains tax.
Watch Steve as he shares his story about how Brett Swarts and capital gains tax solutions helped him save his failed 1031, separated his partnership, and helped him achieve his real estate goals.
“The deferred sales trust helped me not just be an active CRE investor but it helped me become a passive 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
Conditional Agreement Guaranteed
If you are unsatisfied with capital gains tax solutions or the deferred sales trust for any reason before your deal closes, please let us know before escrow closes. There will be no hard feelings and no fees owed to anyone.
This truly is a zero cost and no-obligation due diligence.
Free assessment
With the use of a deferred sales trust, we may give a free analysis with an estimated capital gains tax deferral advantage. This guide will show you how to lawfully avoid paying capital gains tax and obtain the freedom to buy and sell your business or property without ever having to worry about a 1031 exchange.
Optimal timing wealth plan
Create a transformational wealth plan at the best possible time. We’ll show you how to clone a proven wealth plan in under 5 hours so you may have more time, energy, and financial freedom. We do a tax-deferred audit of all of your assets and show you how to make your Deferred Sales Trust work for you by turning it into an investment rather than an expense.
Transformation wealth plan delivered
We help you with closing your Deferred Sales Trust in funding your optimal timing wealth strategy, which provides tax deferral, liquidity, and diversification in order to help you develop and preserve more wealth. Then we provide ongoing trustee services and put you in touch with some of the world’s greatest financial advisers and investment real estate operators.
listen to what our
clients have to say
How I helped David in selling his 96-unit apartment complex and deferring capital gains tax.
Watch as David tells how Brett Swarts and capital gains tax solutions helped him achieve his real estate investment and business objectives.
“The biggest thing to overcome is probably not too different for anyone else is, “It sounds like a great alternative, but what’s the catch?”. I would say the catch really is, number one, really understanding how it works and getting comfortable with it. Number two, I would say that the paperwork was pretty easy. We thought you surround yourself with a good group of advisers & a legal team. And a good team, that will take the time to sit down and have a phone call with you, a good key team that really knows what they’re doing.” -David
Conditional Agreement Guaranteed
If you are unsatisfied with capital gains tax solutions or the deferred sales trust for any reason before your deal closes, please let us know before escrow closes. There will be no hard feelings and no fees owed to anyone.
This truly is a zero cost and no-obligation due diligence.
Free assessment
With the use of a deferred sales trust, we may give a free analysis with an estimated capital gains tax deferral advantage. This guide will show you how to lawfully avoid paying capital gains tax and obtain the freedom to buy and sell your business or property without ever having to worry about a 1031 exchange.
Optimal timing wealth plan
Create a transformational wealth plan at the best possible time. We’ll show you how to clone a proven wealth plan in under 5 hours so you may have more time, energy, and financial freedom. We do a tax-deferred audit of all of your assets and show you how to make your Deferred Sales Trust work for you by turning it into an investment rather than an expense.
Transformation wealth plan delivered
We help you with closing your Deferred Sales Trust in funding your optimal timing wealth strategy, which provides tax deferral, liquidity, and diversification in order to help you develop and preserve more wealth. Then we provide ongoing trustee services and put you in touch with some of the world’s greatest financial advisers and investment real estate operators.
listen to what our
clients have to say
How I helped Peter in selling his $1.8 million multifamily complex and save $550,000 in capital gains tax without having to do a 1031 exchange.
Watch as Peter shares how Brett Swarts and capital gains tax solutions helped him achieve his real estate and wealth objectives.
“”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”. -Peter
Conditional Agreement Guaranteed
If you are unsatisfied with capital gains tax solutions or the deferred sales trust for any reason before your deal closes, please let us know before escrow closes. There will be no hard feelings and no fees owed to anyone.
This truly is a zero cost and no-obligation due diligence.
Free assessment
With the use of a deferred sales trust, we may give a free analysis with an estimated capital gains tax deferral advantage. This guide will show you how to lawfully avoid paying capital gains tax and obtain the freedom to buy and sell your business or property without ever having to worry about a 1031 exchange.
Optimal timing wealth plan
Create a transformational wealth plan at the best possible time. We’ll show you how to clone a proven wealth plan in under 5 hours so you may have more time, energy, and financial freedom. We do a tax-deferred audit of all of your assets and show you how to make your Deferred Sales Trust work for you by turning it into an investment rather than an expense.
Transformation wealth plan delivered
We help you with closing your Deferred Sales Trust in funding your optimal timing wealth strategy, which provides tax deferral, liquidity, and diversification in order to help you develop and preserve more wealth. Then we provide ongoing trustee services and put you in touch with some of the world’s greatest financial advisers and investment real estate operators.
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
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.
