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Expert Tax Secrets with Brett Swarts

Know the secrets of the Tax Expert.  In today’s episode, we’re going to dive into them!  Brett Stewarts is a Deferred Sales Trust Expert, Capital Gains Tax Deferral Expert, Investment Real Estate Expert, Multi-family 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 deliver a transformational wealth plan to create and preserve more wealth.

[00:01] – [05:40] Opening Segment

  • Let’s get to know today’s guest, Brett Stewarts
  • Commercial Real Estate Game Changers


[05:41] – [21:19] Expert Tax Secrets

  • Stepped-Up Basis for Beginners
  • Using Deferred Sales Trust vs 1031 Exchange
  • Brett shares a crushing story
  • Cash to Fund the Trust


[21:20] – [27:38] Deferred Sales Trust

  • Multiple Assets in Deferred Sales Trusts
  • Brett talks about the process of using a single trust
  • Why You Should Use the Deferred Sales Trust
  • How to Raise Funds Using a Deferred Sales Trust


[27:39] – [31:15] Final Four Segment

  • Brett’s advice to aspiring investors
    • “Learn to work harder on yourself than you do on your job.”
  • How Brett stays on top of his game
    • Hire a coach
  • Brett’s way to make the world a better place
    • Supporting Agape International Missions
  • Reach out to our guest – see links below
  • Final words


Resources Mentioned

Tweetable Quotes

“Sell high, buy low.” – Brett Swarts

“Deferred Sales Trust is preferred for so many reasons. ” – Brett Swarts

“Hiring the who and not being the how.” – Brett Swarts


Connect with Brett Swarts through: and LinkedIn.  Check out his website, and their Podcast and grow your business as a tax expert!

Connect with Sam Wilson:

I love helping others place money outside of traditional investments that both diversify a strategy and provide solid predictable returns.



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