Exit With Truly Passive Income & Defer Capital Gains Tax
Collectively with the Tax Attorney who created the DST we’ve successfully closed 1,000+ Deferred Sales Trust and real estate transactions, representing billions in assets. We serve purpose-driven founders and investors who are exiting to unlock capital gains from the sale of their business, real estate, and other assets multiplying both their freedom and their impact. No Life Insurance, Charity, or Seasoning Required.
CGTS & LEGAL TEAM 1000+ TRANSACTIONS
PERFECT LEGAL TRACK RECORD 30+ DST AUDITS
EXCLUSIVE TEAM WITH DST AUDITS & PRIVATE LETTER RULING
The Reality of Most Exits…
The biggest thing stopping successful real estate investors & high-net-worth entrepreneurs from unlocking truly passive income and multiplying their freedom is the loss created by capital gains tax at exit.
Instead of feeling free, they feel trapped—watching 25-50% of their wealth evaporate through taxes, and fearing that all their hard work will be wasted or mismanaged by the government, rather than passed on to their family or reinvested for impact.
If you are a high-net-worth entrepreneur or real estate investor with $1M–$100M+ in capital gains from the sale of a business, property, or highly appreciated asset who wants to legally defer taxes, unlock liquidity, diversify investments, and create long-term wealth for your family and legacy, then you are in the right place.
ALL OF THIS IS LEAVING YOU FEELING…
✔ You’re staring down a capital gains tax bill that could eat up 25–50% of your profits and it feels like punishment for your success.
✔ You’ve been told your only option is another 1031 exchange or to “just pay the tax.” Neither fits the vision you have for your life.
✔ You want liquidity, diversification, and control but traditional deferral strategies force you into rigid structures that don’t align with your goals.
✔ You worry that without the right plan, inflation, poor investments, or estate taxes could quietly erode your wealth.
✔ You see others exit with confidence while you’re drowning in endless meetings with CPAs, attorneys, and advisors… when all you really want is clarity and a proven strategy that lets you move on.
We know exactly what all that feels like!
For nearly two decades, we’ve helped entrepreneurs and investors stop leaving millions on the table at exit. After watching countless peers rush bad 1031 exchanges or surrender huge chunks of their wealth to the IRS, we took matters into our own hands. That’s why we built Capital Gains Tax Solutions — a proven system that’s helped clients exit over $600 million in assets while keeping more of what they’ve earned.
The result? You sell when you want, on your terms without watching your wealth vanish to taxes.
Unlock the Freedom You’ve Worked For
Our strategies are designed to help you:
Create truly passive income
Make more money
Diversify across multiple asset classes
Have more Time
Gain liquidity without heavy tax burdens
Put more proceeds to work compounding for you
Eliminate estate tax exposure
Free yourself from 1031 exchange restrictions
Have more peace
2–3x your passive cashflow potential
Achieve total debt freedom
Protect your assets for generations
Sell or reinvest at the optimal time (not the IRS’s timeline)
Separate from business partners seamlessly
Build wealth with self-directed entrepreneurial freedom
Impact more people
Sleep well at night as our strategy has never been on an IRS Watchlist, Dirty Dozen nor is it a listed transaction
From Our Clients
What they say about us!
“Admittedly, I was skeptical. I thought, oh yeah, here we go, another one of these… We looked more closely. We had, honestly, two years of conversations. Long story short, we got comfortable…The Deferred Sales Trust, in a way, allows you to lengthen the investment time horizon for those assets after getting liquid but before having to feel the tax impact and from an investment manager’s perspective, time horizon is the most important element in investing.”
DAVID YOUNG
“You can go into something that’s producing double digits, distributions monthly, very little volatility, and with the deferred sales trust to be able to completely defer out those gains, it’s an incredible aha!”
DON WENNER
“The Deferred Sales Trust is a real eye-opener to see that there are ways people can use the regulatory framework, if properly structured, to invest 1031 exchange dollars in things that you would not think were like-kind to what they exited from. So it was very impressive, I have to say. You are the first one I’ve seen pull this off. And I’m usually 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.”
BRIAN BURKE
“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
Helping you at every stage, at your own pace
IT’S TIME TO CLARIFY YOUR CAPITAL GAINS TAX AND BUILD An 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 & IMPACT
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.
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
Pressure Free Promise & Conditional Agreement Guaranteed
If you decide not to use the Deferred Sales Trust for any reason before your deal closes, there will be no fees owed to anyone.
This truly is a zero cost and no-obligation due diligence and we promise not to talk you into anything. We only want a great fit for you. At any point you think it’s not a great fit, we promise that will be ok with us.
Free assessment
Understand your capital gains tax and how the Deferred Sales Trust can help you.
Optimal timing wealth plan
Create a cash flow and tax flow wealth plan. We’ll show you how to compound your wealth while deferring tax to gain more time, energy, and financial freedom.
Transformation wealth plan delivered
We will help you with closing your sale using the Deferred Sales Trust. Post-close, we provide trustee services and build a wealth dream team to compound the wealth.
If the DST is good enough for world class advisors is it good enough for you?
Get to know Brett Swarts, DST Trustee
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, there will be no fees owed to anyone.
This truly is a zero cost and no-obligation due diligence and we promise not to talk you into anything. We only want a great fit for you. At any point you think it’s not a great fit, we promise that will be ok with us.
Free assessment
Understand your capital gains tax and how the Deferred Sales Trust can help you.
Optimal timing wealth plan
Create a cash flow and tax flow wealth plan. We’ll show you how to compound your wealth while deferring tax to gain more time, energy, and financial freedom.
Transformation wealth plan delivered
We will help you with closing your sale using the Deferred Sales Trust. Post-close, we provide trustee services and build a wealth dream team to compound the wealth.
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
Pressure Free Promise & Conditional Agreement Guaranteed
If you decide not to use the Deferred Sales Trust for any reason before your deal closes, there will be no fees owed to anyone.
This truly is a zero cost and no-obligation due diligence and we promise not to talk you into anything. We only want a great fit for you. At any point you think it’s not a great fit, we promise that will be ok with us.
Free assessment
Understand your capital gains tax and how the Deferred Sales Trust can help you.
Optimal timing wealth plan
Create a cash flow and tax flow wealth plan. We’ll show you how to compound your wealth while deferring tax to gain more time, energy, and financial freedom.
Transformation wealth plan delivered
We will help you with closing your sale using the Deferred Sales Trust. Post-close, we provide trustee services and build a wealth dream team to compound the wealth.
listen to what our
clients have to say
Pressure Free Promise & Conditional Agreement Guaranteed
If you decide not to use the Deferred Sales Trust for any reason before your deal closes, there will be no fees owed to anyone.
This truly is a zero cost and no-obligation due diligence and we promise not to talk you into anything. We only want a great fit for you. At any point you think it’s not a great fit, we promise that will be ok with us.
Free assessment
Understand your capital gains tax and how the Deferred Sales Trust can help you.
Optimal timing wealth plan
Create a cash flow and tax flow wealth plan. We’ll show you how to compound your wealth while deferring tax to gain more time, energy, and financial freedom.
Transformation wealth plan delivered
We will help you with closing your sale using the Deferred Sales Trust. Post-close, we provide trustee services and build a wealth dream team to compound the wealth.
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
Pressure Free Promise & Conditional Agreement Guaranteed
If you decide not to use the Deferred Sales Trust for any reason before your deal closes, there will be no fees owed to anyone.
This truly is a zero cost and no-obligation due diligence and we promise not to talk you into anything. We only want a great fit for you. At any point you think it’s not a great fit, we promise that will be ok with us.
Free assessment
Understand your capital gains tax and how the Deferred Sales Trust can help you.
Optimal timing wealth plan
Create a cash flow and tax flow wealth plan. We’ll show you how to compound your wealth while deferring tax to gain more time, energy, and financial freedom.
Transformation wealth plan delivered
We will help you with closing your sale using the Deferred Sales Trust. Post-close, we provide trustee services and build a wealth dream team to compound the wealth.
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
Pressure Free Promise & Conditional Agreement Guaranteed
If you decide not to use the Deferred Sales Trust for any reason before your deal closes, there will be no fees owed to anyone.
This truly is a zero cost and no-obligation due diligence and we promise not to talk you into anything. We only want a great fit for you. At any point you think it’s not a great fit, we promise that will be ok with us.
Free assessment
Understand your capital gains tax and how the Deferred Sales Trust can help you.
Optimal timing wealth plan
Create a cash flow and tax flow wealth plan. We’ll show you how to compound your wealth while deferring tax to gain more time, energy, and financial freedom.
Transformation wealth plan delivered
We will help you with closing your sale using the Deferred Sales Trust. Post-close, we provide trustee services and build a wealth dream team to compound the wealth.
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
Pressure Free Promise & Conditional Agreement Guaranteed
If you decide not to use the Deferred Sales Trust for any reason before your deal closes, there will be no fees owed to anyone.
This truly is a zero cost and no-obligation due diligence and we promise not to talk you into anything. We only want a great fit for you. At any point you think it’s not a great fit, we promise that will be ok with us.
Free assessment
Understand your capital gains tax and how the Deferred Sales Trust can help you.
Optimal timing wealth plan
Create a cash flow and tax flow wealth plan. We’ll show you how to compound your wealth while deferring tax to gain more time, energy, and financial freedom.
Transformation wealth plan delivered
We will help you with closing your sale using the Deferred Sales Trust. Post-close, we provide trustee services and build a wealth dream team to compound the wealth.
Who Is Brett Swarts?
Brett Swarts is the Founder of Capital Gains Tax Solutions (DST Trustee Company) 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 coin owners exit millions of gains and defer their capital gains tax using a DST. He is a best-selling author of “Building a Capital Gains Tax Exit Plan” and 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 commercial real estate broker by trade, his expertise is one of the few in the world who has closed Deferred Sales Trust, Delaware Statutory Trust, and 1031 Exchanges. Learn more about Brett: BrettSwarts.com
Get Started With Your Deferred Sales Trust Today
By Hiring Capital Gains Tax Solutions
100% NO OBLIGATION
Conditional Engagement Agreement Guarantee
If you decide not to use the Deferred Sales Trust for any reason before your deal closes, there will be no fees owed to anyone.
This truly is a zero cost and no-obligation due diligence and we promise not to talk you into anything. We only want a great fit for you. At any point you think it’s not a great fit, we promise that will be ok with us.
