BRETT’S LIFE MISSION STATEMENT
Guiding high-capacity families to steward their wealth with purpose, unlock more freedom, and accelerate truly passive income—so they can 10x their contributions to MVPs (Most Vulnerable People) and build lasting legacies.
Founder & CEO
BRETT SWARTS
The Founder and CEO of Capital Gains Tax Solutions, a firm dedicated to helping high-net-worth individuals and their trusted advisors unlock capital gains tax deferral strategies that create and preserve wealth. Brett’s track record includes over 1/2 billion in closed Deferred Sales Trust and commercial real estate and Deferred Sales Trust (DST) transactions. He offers clients not only a roadmap to truly passive income through strategic capital and estate tax strategies, but also is a Real Estate Investment Advisor who partners with top Financial Advisors and Private Equity Firms.
Brett is a Deferred Sales Trust Trustee, certified Success Coach, and recognized expert in capital gains tax deferral, investment real estate, and multifamily brokerage where he was mentored by some of the best in the CRE business at Marcus & Millichap. He founded Capital Gains Tax Solutions to equip investors with a proven strategy to defer capital gains taxes on the sale of highly appreciated assets—whether real estate, businesses, bitcoin, cryptocurrency, or other investments—using the Deferred Sales Trust.
Through Capital Gains Tax Solutions, Brett created a three-step blueprint to guide clients through the exit planning process: clarify the exit plan, set up the DST, and invest the deferred capital into diversified assets—always with timing and flexibility at the forefront. This structure empowers clients to make decisions based on opportunity and vision, rather than tax deadlines.
At the heart of the firm’s mission is the belief that “You face capital gains tax challenges. We see possibilities.” Capital Gains Tax Solutions has become a trusted partner to investors, real estate professionals, and wealth advisors across the U.S., offering clarity, tools, and a path to lasting wealth and impact.
In addition to leading his firm, Brett is a sought-after speaker and educator, inspiring individuals and teams to think differently about wealth building and tax strategy. His company’s vision is clear: to unlock capital, make an impact, and inspire freedom. He and his team are passionately committed to building belief in the DST, helping families gain clarity on their wealth vision, and unlocking resources to be reinvested in communities, causes, and legacy-building endeavors.
Brett lives by a simple but powerful principle: freedom begins with a plan. And through the DST, he’s helping others make that freedom a reality.
Brett Swarts is the best-selling author of Building a Capital Gains Tax Exit Plan, a practical guide for high-capacity families, individuals, entrepreneurs, and investors looking to defer capital gains tax and unlock financial freedom.
Through Capital Gains Tax Solutions, Brett empowers individuals and their advisors to create tailored exit strategies using Deferred Sales Trusts (DST), Delaware Statutory Trusts (DSTs), and 1031 Exchanges. His unique approach helps clients preserve wealth and maximize investment opportunities.
Brett has been featured at national events like the Best Ever Real Estate Conference, DLP Capital Conference, and on platforms including Fox Business Network and American Entrepreneur with Kevin Harrington from Shark Tank.
As the founder of Capital Gains Tax Solutions, Brett is one of the few experts in the U.S. with experience in structuring complex tax deferral transactions. He was the first to assist Bitcoin owners in deferring millions of dollars in capital gains tax using the DST strategy.
Brett grew up in the Bay Area and Sacramento, CA, and now resides in St. Augustine, FL, with his wife and children. In addition to his work in wealth preservation, Brett is passionate about family, entrepreneurship, sports, and coaching his children’s teams.
