Capital Gains Tax Planning Strategies
Scaling a $600M Multifamily Portfolio with Mark Shuler
What does it truly take to scale a multifamily real estate portfolio to $600 million in assets while navigating shifting market cycles and rising...
Mindset, Tax Strategies & Integrity with Nick Halaris
In this episode, we sit down with Nick Halaris, entrepreneur, investor, and host of The Nick Halaris Show, to explore how mindset shapes financial...
Family Wealth Preservation Through Deferred Sales Trust
Are you preparing to pass on your business or real estate? While wills and estate plans have their place, you don't want to settle on a short-term...
Scaling from $10M to $100M: Strategies with Nate Edgerly
What does it really take to scale a company from $10 million to $100 million in revenue? In this episode, we sit down with Nate Edgerly of Blystone...
The #1 Tax Strategy Millionaires Use with Henry Yoshida
What if the biggest mistake most investors make isn’t what they invest in — but how they invest from a tax standpoint? In this episode, we sit down...
Sell Smarter, Not Harder with Pasha Knish
In this episode, we sit down with Pasha Knish, founder of AMZ Optimizer, to unpack what it really takes to scale an Amazon brand profitably in...
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Beyond the Numbers: The Psychology of Wealth and Financial Health with Dr. Erika Rasure
What does it really mean to be financially healthy? While many people measure success by income, investments, or net worth, true financial wellness goes far beyond the numbers. In this episode of the Build It to Billions Podcast, Brett Swarts sits down with Dr. Erika...
From $100K to Millions: Unlocking Private Market Wealth with Christine Healey
What if the greatest wealth-building opportunities weren't found on the public stock market, but behind closed doors in the private markets? In this episode, Brett Swarts sits down with Christine Healey, Founder of Healey Pre-IPO, to explore how accredited investors...
The Secret to Selling with Conviction: Lessons from a Top 1% Advisor with Tom Wall
What does it really take to sell with conviction in today’s world? In this episode of the Capital Gains Tax Solutions Podcast, Brett Swarts sits down with Tom Wall — speaker, educator, and top 1% advisor — to unpack the mindset and principles behind building trust,...
Learn How Dave Saved His 1031 Using Deferred Sales Trust
ADD MORE VALUE TO YOUR HIGHLY APPRECIATED ASSET, LETS DEFER YOUR CAPITAL GAINS
This works for Real Estate Developer, Real Estate Private Owner, Real Estate Syndicators, Selling High end Primary Home, Commercial Real Estate, Selling a Business, Private Stocks, Bitcoin, and any Highly Appreciated Assets.
“LEARN HOW TO HELP YOUR CLIENTS or PARTNERS SELL THEIR BUSINESS, OR INVESTMENT REAL ESTATE SMARTER”
Think About Adding More Value to Your Service and Helping Your Clients Defer Hundreds of Thousand Of Dollars Of Their Capital Gains, Save Their 1031 Exchange, Preserve Their Wealth, Create More Wealth By Buying At Any Time All Tax Deferred, Plan Wisely For Their Retirement… And Having Me Always As Your Guide Walking You Through Each Step.