Welcome to our latest episode! Today, we’re joined by Brett Swarts, Founder of Capital Gains Tax Solutions, best-selling author, and SUCCESS® Certified Coach. With extensive expertise in real estate, business investments, and wealth management, Brett has successfully facilitated transactions exceeding $500 million through Deferred Sales Trusts (DSTs). Brett’s mission is to empower high-net-worth individuals and their advisors to strategically defer taxes and maximize their wealth.In this episode, Brett dives deep into how Deferred Sales Trusts can transform wealth management strategies. He explains the mechanics of DSTs, their legality, and why they offer a powerful alternative to traditional 1031 exchanges. Brett shares real-life examples of clients leveraging DSTs to defer taxes on assets ranging from real estate to Bitcoin, and how this strategy opens opportunities for diversification, cash flow, and reinvestment. He also addresses common misconceptions about DSTs, including audit risks, and discusses how his team ensures compliance and transparency.Whether you’re an investor, advisor, or entrepreneur, this episode is packed with actionable insights on optimizing your financial strategies through tax deferral.Tune in now to learn how Brett Swarts helps clients achieve financial freedom while creating a positive impact for their families and communities.

HIGHLIGHTS OF THE EPISODE

00:00 – Welcome to the Big Mike Fund Podcast

00:18 – Guest intro: Brett Swarts

03:21 – Deferred Sales Trust (DST) vs 1031 exchanges

05:29 – Examples of DSTs in action

08:53 – Mechanics of a DST

12:19 – Misconceptions and audit risks with DSTs

16:03 – Ideal use cases for DSTs across asset classes

19:22 – Reinvestment strategies and client success stories

24:12 – Partnering with the trust to fund business ventures

27:06 – Costs, timelines, and scalability of DSTs

30:03 – Brett’s book recommendation: Building a Capital Gains Tax Exit Plan

31:13 – How to connect with Brett Swarts

If you found this episode substantial and want to dig deeper into real estate, or maybe you want to discover better investment opportunities, be sure to check out www.tempofunding.com.

CONNECT WITH US:Website: www.tempofunding.comYoutube: https://www.youtube.com/channel/UCnJkdVoOsUy85ydkmot9iVA

LinkedIn: https://www.linkedin.com/in/mzlotnik/Facebook: https://web.facebook.com/TFmanagementgroup/?_rdc=1&_rdr

X: https://twitter.com/management_tf

CONNECT WITH THE GUEST

Website: https://capitalgainstaxsolutions.com/

LinkedIn: https://www.linkedin.com/in/brett-swarts/

Instagram: https://www.instagram.com/brett_swarts/

Youtube: https://www.youtube.com/@CapitalGainsTaxSolutions

Full Transcript:Intro: Welcome to the BigMikeFund Podcast, where you'll learn about advanced wealth building strategies from real estate investing to creating massive ROI and secure retirement profits. So pour yourself a cup of coffee, grab a notepad, and lean in. Because Big Mike has got the mic, starting now. 

Mike Zlotnik: Welcome to the BigMikeFund Podcast. I'm the Big Mike, Mike Zlotnik, and today I'm joined by, uh, Bret...