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PODCAST

Capital Gains Tax Solutions Podcast

Welcome to the Capital Gains Tax Solutions PodcastAre you considering selling a million-dollar-plus business, cryptocurrency, luxury primary home, commercial real estate, or another highly appreciated asset but concerned about the capital gains tax? Want to reinvest into a diversified portfolio of real estate or securities at the optimal time while making a meaningful impact with your wealth?Each episode, Brett Swarts sits down with some of the world’s top minds in real estate, finance, wealth

business investing

All Episodes

24:45

SPECIAL SERIES CRE Brokerage Training with co-host...

Capital Gains Tax Solutions Podcast ·

2021/10/27

When Jon turned 43, he made a career out of being himself. He is an executive advisor, business coach, sales coaching, training, and management coaching, training keynotes, and Founder/Chief Executive Officer of The Jon Dwoskin Experience.He's been called the “business whisperer” because he can see what you cannot see and hear what you cannot hear at your company. His passion extends to myriad non-profit organizations including sitting on the board of Hebrew Free Loan and, as an 18-year cancer

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26:32

Talking Real Estate with Brett Swarts & Jon Dwoskin

Capital Gains Tax Solutions Podcast ·

2021/10/25

When Jon turned 43, he made a career out of being himself. He is an executive advisor, business coach, sales coaching, training, and management coaching, training keynotes, and Founder/Chief Executive Officer of The Jon Dwoskin Experience.He's been called the “business whisperer” because he can see what you cannot see and hear what you cannot hear at your company. His passion extends to myriad non-profit organizations including sitting on the board of Hebrew Free Loan and, as an 18-year cancer

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31:31

Listing Luxury Real Estate with Michael LaFido

Capital Gains Tax Solutions Podcast ·

2021/10/22

Michael LaFido the founder of the Marketing Luxury Group, assisting other real estate agents, brokers, and affluent homeowners by providing top-tier services including consulting, lifestyle marketing, public relations, and coaching to help agents and owners sell their luxury homes; utilizing proven and innovative strategies. The Marketing Luxury Group has been recognized as the ‘Best Property Consulting/Marketing’ by the International Property Awards.Michael has created the nationally recognized

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30:04

Building Wealth With Value-Add Entitlement Deals With...

Capital Gains Tax Solutions Podcast ·

2021/10/20

Adam Gilbert is a third-generation resident of Palm Springs and an entrepreneur involved in various fields related to real estate. Adam began his career as a civil litigation attorney and quickly found his passion for real estate focusing his skills on Sales and Development. As a principal and President of The Firm Commercial, Adam leads a team of dedicated agents with offices in Palm Springs & Palm Desert, CA, specializing in commercial real estate sales, leasing, land acquisition, development,

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32:14

Auto Filings and Auto Payments with Charles Read

Capital Gains Tax Solutions Podcast ·

2021/10/18

He has 50 years of financial leadership experience in a broad range of industries including being a licensed certified public accountant. His background stretches across accounting tax manufacturing, construction, information technology, marketing, transportation, logistics, human resources, wholesale distribution, insurance, credit, and more.He has held his series seven and 6366 licenses. And one of the most interesting things that I found is he's one of only 86 people in the last 16 years to pass

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3:55

The Main Difference of 1031 Exchange Versus Deferred...

Capital Gains Tax Solutions Podcast ·

2021/10/16

Love the show?Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter

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29:07

Strategies and Income Diversification for your...

Capital Gains Tax Solutions Podcast ·

2021/10/15

She has a background in financial strategic marketing. And she has spent over a decade helping organizations of all shapes and sizes to try out their unique gold allowing them to quickly connect with their ideal clients. She currently works with entrepreneurs and business owners to fully develop a compelling signature offer that speaks their client's language, then helps them craft a strategic webinar based on that offer.She also specializes in filling the virtual room once this webinar is complete,

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34:37

Empowering Female Millennials To Be In Control of...

Capital Gains Tax Solutions Podcast ·

2021/10/13

Rachel Richards. At the age of 27, she quit her job and retired, and now living off over $15,000 per month in passive income. She is on a mission to empower female millennials to take control of their financial future.Financial coach for millennials. Bestselling author of "Money Honey," and "Passive Income, Aggressive Retirement." Real estate investor with almost 40 rental units. A former financial advisor with a BS in Financial Economics from Centre College.And she believes we are in a financial

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31:34

Selling Crypto Currency and Deferring Capital Gains...

Capital Gains Tax Solutions Podcast ·

2021/10/11

Having a background in economics has allowed Hunter to achieve a holistic approach to analyzing real estate data and has led me to a unique perspective on out-of-state investing. The goal of his business is to help clients invest in passive cash flow opportunities that provide a healthy return on investment, without the headaches associated with the stock market's volatility.He analyzed and closed residential real estate acquisitions, hard money loans, bridge financing opportunities, commercial and

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4:10

Selling Bitcoin, Ethereum Capital Gains Tax-Deferred...

Capital Gains Tax Solutions Podcast ·

2021/10/10

https://capitalgainstaxsolutions.com/selling-bitcoin-ethereum-capital-gains-tax-deferred-using-the-deferred-sales-trust/Love the show?Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter

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1:57

What is the Deferred Sales Trust with Brett Swarts

Capital Gains Tax Solutions Podcast ·

2021/10/09

Love the show?Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter

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39:38

On Deciding to Give eXp a Run with Rich Tomasini

Capital Gains Tax Solutions Podcast ·

2021/10/08

Rich Tomasini was exposed to residential real estate around a family appraisal business. These experiences provided him a solid foundation on which to build a successful real estate sales career. He excelled as a realtor, developing and fostering a dynamic team, who in a decade, grew to produce over half a billion dollars in annual sales volume.Yearning for more opportunities and challenges, he joined an innovative cloud-based real estate venture allowing me to leverage my career knowledge. Using

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27:03

Real Estate Investing with Nate Riggs

Capital Gains Tax Solutions Podcast ·

2021/10/06

From an early age Nate Riggs knew exactly what I wanted to do; serve others and help them live their best life now. He started helping people buy and sell real estate in 2008. He was young and the market was tough, and he knew he needed real-life experience if he was going to be a valuable asset to anyone. Answering the desire to serve other's he joined the US Navy as a helicopter Search and Rescue Swimmer in 2010. He never lost his passion for real estate and continued to follow the trends in the

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28:30

On Guiding You Through The Home-Buying Process with...

Capital Gains Tax Solutions Podcast ·

2021/10/04

Founder of The Seyboth Team, Kyle Seyboth is one of the most trusted and top-selling realtors in Rhode Island. He truly values the trust that his clients place in him and is committed to working hard for every home buyer and seller. His responsiveness to clients and expertise of the local residential and commercial real estate market has earned him the Top Realtor Nationwide for Keller Williams from 2016-2019 and Rhode Island Housing’s Realtor of the Year.He was also recognized as the 2019 #1

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4:51

Where Did Brett Swarts Find the Deferred Sales Trust...

Capital Gains Tax Solutions Podcast ·

2021/10/02

Love the show?Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter

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35:24

Wealth With No Regrets Co-Creator Barry Spencer

Capital Gains Tax Solutions Podcast ·

2021/10/01

He is one of the CO creators of the wealth with no regrets planning process that allows a process that shows financially successful professionals, executives, business owners, and independent women how to live more confidently by having a custom-tailored financial plan, income plan, tax plan, legacy plan, and legal plan.He is a registered investment advisor of a boom fish wealth Group LLC, where he's been a co-founder since 2010. They act in the best interest of their clients. He acts as one of the

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25:49

Launching Your Multifamily Business with Shawn Dimartile

Capital Gains Tax Solutions Podcast ·

2021/09/29

Four years ago he came to the realization that the traditional path of working a 9 to 5, being stuck in the rat race, and saving in a 401(k) until he was 65 was not the road to the wealth he wanted to follow.So after studying various asset classes, he came to realize the power of multifamily real estate for generation generating wealth. And since then, he's acquired 32 units and maybe a little bit more and dedicated himself to helping others learn more about the incredible potential of the

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2:15

Primer on a 1031 Exchange with Brett Swarts

Capital Gains Tax Solutions Podcast ·

2021/09/25

Love the show?Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter

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24:45

Creating a Brand with Alex Sanfilippo

Capital Gains Tax Solutions Podcast ·

2021/09/24

Alex Sanfilippo started his first business at the age of 12, selling used golf balls. From there he went on to a real estate investing and technology startup, which he sold two years later, for the past decade. He went into aerospace and worked way up from a part-time employee all the way to a senior executive in a large publicly traded organization. During his time in corporate America, he stayed active with his side hustles which mainly consisted of conference speaking in business coaching. He is

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29:25

Qualified Small Business Stock Exclusions with...

Capital Gains Tax Solutions Podcast ·

2021/09/22

Brandon White is an entrepreneur with two successful exits so far under his belt, he worked for two venture capital firms and marketing and at a $200 billion internet company and has been a CEO of venture-backed companies. He's been featured in Forbes Entrepreneur Magazine, Success Magazine, Fast Company. He took all this experience with him and he means teams his powerful mindset tunes his body and cookie builds businesses and developed a new framework as a shortcut for himself. He easily turns his

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