Capital Gains Tax Solutions Podcast

Going through your own personal journey is one thing, but helping others by imparting what you learned in the process is another. Elevate‘s Tyler Chesser is someone who greatly embodies this, committing himself to personal growth in real estate investing and sharing that for others to develop their own skills in the space. Sitting down with Brett Swarts, Tyler tells his story of moving out of corporate America and into becoming the Founder and President of his commercial real estate firm, The Chesser Companies. Along with the lessons and mindset frames he learned, he also shares some strategies and systems that help with the development of your real estate portfolio. Tyler then touches on tax deferral solutions, such as the 1031 exchange, along with the services he and his team offer in terms of multifamily assets and passive investment opportunities. 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

The way you get your transactions done is very critical to your real estate business’ success. This entails having a good understanding of the technical and legal aspects involved. Who better to guide you about this than a good real estate attorney? If you are struggling to find who to work with, especially one who specializes in business and commercial law, then this episode’s guest might just be who you are looking for. Brett Swarts talks with Jeff Love, a real estate attorney who provides strategic guidance for clients in all facets of real estate transactions. Here, Jeff shares his wide knowledge and experience of helping clients with their transactions, offering tax deferral tips and differentiating capital gains tax and estate tax. He then talks about the importance of having a team with you and doing proper planning in order to not miss out on what’s important. 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 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

That transition to senior care or retirement tends to be a struggle not just for the seniors involved but also for their families. The process of selling highly appreciated homes, real estate, or businesses can cause family friction and misunderstandings, making this period of time particularly paralyzing. In this episode, Brett Swarts speaks with Ted Gottlieb—Senior’s Real Estate Specialist® and The Senior’s Learning Institute Founder. Ted shares with us how he is helping Baby Boomers and their families during this transition, tapping on the value of estate planning, wills and trusts, and the likes. He also talks about the financial and emotional challenges that occur in between this shift and how he is accommodating the seniors’ needs in the process. Tune into this conversation for more insights about senior transition and receiving maximum value and return on your assets. 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

George Grombacher is a consultant, writer, speaker, and the host of the Money Savage podcast. George and Brett Swarts talk about building and preserving wealth, focusing on the retirement planning space and how to create retirement income. Through promoting easy to understand concepts and information on financial planning, George shares how he helps others create and preserve more wealth with proper planning. Learn the importance of values and goal setting in financial planning that will set you up for the years to come. 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

Becoming a big thinker can go a long way when it comes to adding value for your clients. That’s one of the main topics Justin Stoddart talks about in this episode. Justin is the Founder of Think Bigger Real Estate. He discusses how you can connect inspiration with purpose. He talks about what he thinks real estate professionals actually need versus what most people think they need. He also discusses the strategies he educates realtors on and what they are missing that they should be sharing with their clients. Justin is passionate about the relationship between financial advisors and real estate agents. He insists that becoming versatile and adaptable can and should be done to avoid being replaced by technology. 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

We’re shifting a little from capital gains tax to private investment funds. This is where Green Berets veteran Edwin D. Epperson III comes in. Edwin manages a portfolio and helps lead a group called the Deployed Capital Group, whose main goal is to provide fast funding through private investment. In this episode, Edwin discusses private investment funds and average returns. He talks about collateral control and protection and explains his reasons for believing in becoming the bank. He also goes through the process where someone does not fulfill their end of a loan and stresses the importance of underwriting guidelines. Going further, Edwin then shares the tax advantages for investing with self-directed IRA and offers some tips for anyone who wants to get into the lending business. 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

I am so excited about our guest in this episode! You might know him from a little TV series called SHARK TANK, where he was one of the original SHARKS. He now has a new book coming out and we can’t wait to grab it off the shelves.   In this episode, Kevin opens up about how he got to where he is today with the help of his mentors and now he feels it right that he gives back and becomes a Mentor to young aspiring entrepreneurs. He also talks about his challenge with capital gains tax on the sale of highly appreciated public stock. He bought some stock at 24 cents a share and now it’s worth over $20 per share. Watch as Brett Swarts walks him through how the deferred sales trust can save him hundreds of thousands to millions of dollars in capital gains tax.  More about Kevin Harrington. He was the president of National Media and oversaw the launch of several successful infomercials himself. After leaving National Media in 1994, he formed a “joint venture company with The Home Shopping Network” and “co-founded HSN Direct International Inc. and served as its Chief Executive Officer (CEO) and President” between 1994 and 1998. In 2002, he became the President of Harrington Business Development Inc. and the Chairman of On TV, Inc. That same year, he became the Vice Chairman and Director of Thane International Inc. and the Director of Reliant International Inc., leaving both positions in 2003. In 2004, Harrington became the Chairman of Reliant Interactive Media Corp. and the CEO of ResponzeTV America, LLC. Harrington was the Director of Infusion Brands International, Inc. from 2006 to 2008. In 2007, he became the Chief Executive Officer of ResponzeTV Plc and the Executive Director of ResponzeTV Plc, leaving both positions in 2008. Harrington was one of the original panel members and investors (“Sharks”) on the ABC TV series Shark Tank from its inception in 2009. He left in 2011 after two seasons of the show. Harrington published his book, Act Now: How I Turn Ideas into Million-Dollar Products in 2009. He now has a New book on the way, it is called  “Mentor to Millions”.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

Sean Pan is a Real Estate Investor and the Host of the Everything Real Estate Investing Show. In this episode, Sean joins Brett Swarts to share his story of becoming a real estate investor. After graduating from UCLA and then working full-time as an engineer, Sean knew that he didn’t want to be an engineer all his life and wanted to create his own legacy. Sean talks about pulling the trigger on his first property and why he decided that it was finally the right time to invest. Sean and Brett dive into getting into fix and flips, Sean’s first and best flip, and how the Deferred Sales Trust could have helped Sean with the deal. 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

A lot of people think that building wealth takes an insane amount of talent and amazing background. The President and CEO of Praxis Capital, Inc., Brian Burke, joins this episode to prove that wrong. He shares his origins along with the perception and mindset that he used in order to build his wealth and turn his life around. Learn about the tactical methods he uses in order to offset capital gains tax in great detail. Understand why it’s necessary to focus on your own niche while being flexible at the same time. Brian also emphasizes the importance of variety when you invest. He discusses easy and practical strategies for you to diversify your risk as a way to not only create but also preserve more wealth, both for yourself and your partners. 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

Many apartment owners struggle with finding ways to add value to multifamily deals. In this episode, Jerome Myers, Founder of The Myers Development Group, LLC, joins Brett Swarts as they talk about overcoming stagnation and building wealth through passive real estate in the multifamily space. Get to know Jerome’s journey from being in Corporate America to first getting into multifamily and some of his experiences dealing with apartment complexes. Jerome and Brett dive into opportunity zones to defer capital gains taxes and why Jerome prefers these over the 1031. Learn how Jerome tries to bring in people to expose them more to the space he’s at and help them build their own wealth. 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

Cost segregation is the method of reclassifying components and improvements of a real property to personal property. In this episode, Boomer Philbrick, National Account Executive at Cost Segregation Services, Inc., joins Brett as they discuss ways to reduce tax liability and generate cash flow through cost segregation. Boomer dives into the engineering-based method they used in over 22,000 studies in all 50 states and why it’s completely bulletproof. Lastly, learn the requirements for becoming a real estate professional and its benefits for you and your family. 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

Closing distressed debt and not having a clear way to defer capital gains tax can be frustrating. Hear from Scott Carson as he shares one of the most overlooked parts of buying debt at a discount so you don’t get caught paying huge capital gains tax.

There are times when simply working hard doesn’t cut it. You need to start working smart as well. Invest in smart ways by thinking outside the box and leveraging your finances carefully. Dan Handford, a Managing Partner at PassiveInvesting.com, joins this episode to share their methods and strategies in investing and making sure their investors are happy. He talks about the technicalities you need to look out for when doing a 1031 exchange, and points out the people you need to be approaching to help you through the process. Learn how to get correct and effective knowledge in the industry to ensure you make the decisions that will give you success, and cement your future. 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

Have you ever wondered how the wealthy manage to keep getting wealthier by the day? It’s all because of a banking system that they’ve discovered long ago that’s hidden in plain sight, so to speak. The Founder of The Money School, and America’s number one Money Mentor, Chris Naugle, joins this episode to share and educate people about the perfect banking system which utilizes the insurance companies that everyone’s familiar with. He goes into the details of the processes step by step, while explaining how this system works to your advantage. Chris uses his own experience as a guarantee for this method and extends his expertise in helping you understand the alternatives you have in investing in a wealthy future. 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

Jim Beach is a corporate speaker, leadership expert, best selling author, and award-winning radio host of the station School For Startups. In this episode, Jim dives into how he helps people become entrepreneurs and how you can grow your business. Learn Jim’s criteria to start a new business and the podcast infrastructure space with Pod24. Brett and Jim talk about diversification and the different income streams you can leverage for your family. Lastly, Jim shares the importance of rethinking how you start your business and figure out a way that reduces risk. 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

Marco Santarelli is a real estate investor, author, and founder of Norada Real Estate Investments. In this episode, Marco joins Brett Swarts as they talk about creating wealth through passive real estate investing and building a smart real estate investment portfolio. Learn the importance of positive cashflow and the core team you need to have to build long-term relationships that can leverage and find more opportunities for you. Marco and Brett dive into some of the solutions Marco has used to defer and/or eliminate capital gains tax and depreciation recapture. 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

Management of a business’ cost is always standard operating procedure, but not everyone can do it effectively. The Profit Doctor, and a GMG Agent of Stryde Solutions, Stephen Anderson, joins this episode to talk about the services they provide. He discusses the processes they have in place in figuring out the areas of your business that can be optimized to provide less expenses and more profit. Stephen also talks about their strategies for tax incentives. Learn how they can optimize all parts of your business while giving you the opportunity to add value for your customers. Know more about their guarantee as they provide their service, both with their fees and the IRS. 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

As long as you have the capital to get into it, the field of multifamily investing can almost assuredly make a millionaire out of you, and yet, not a lot of people are taking a chance on it. This lack of willingness to dive into this unique type of investment opportunity is borne from a lack of understanding what goes on in multifamily investing at its very core, and that has to change. Charles Dobens is the Founder of The Multifamily Investing Academy. In great detail, he discusses the strengths of the multifamily investing market with Brett Swarts. With the knowledge that Charles shares, you will surely be able to up your investment game, especially when it comes to multifamily!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

Greg Levine is the Action Now CFO and host of Your Personal CFO Podcast. In this episode, Greg joins Brett Swarts to talk about the importance of understanding the numbers to help businesses maximize revenue and profit and grow. Greg dives into how he became the Action Now CFO, what a fractional CFO entails, and the higher accounting skills needed as a CFO. Learn the importance of having clarity on the numbers as well as the reasons behind their movement to make the proper changes to improve your business. 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

There are a lot of promising options when it comes to deferring tax, but with all the technicalities and complexities involved, one misstep could spell disaster. The CEO of Estate Planning Team, Robert Binkele, uses his experience as a former NFL player and years of being in the industry to educate you about different tax deferral strategies. He talks about his company’s services and explains how they can help you not only defer tax but also expand your knowledge as they work together with you. He states the reasons why utilizing the DST can be beneficial for you when investing in real estate. Learn and understand why it’s important to lead in your industry while also knowing when the right time to make an exit is. 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

While it’s not wrong to think about the world of investors as a community of people with a singular focus in the field of investments, it’s also a pretty limited view. The truth is, many investors are looking to passive investment to create more non-primary streams of income for themselves that aren’t particularly high maintenance, but this system comes with its own unique set of quirks and challenges. Brett Swarts speaks with the Managing Principal of Asym Capital, Hunter Thompson. Together, they go into the ups, downs, highs and lows of the world of passive investment. If you’re looking to put your money into a new stream of income that won’t take over your entire life as it is now, passive investment is a great place to start. 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

Part of growing your brand and business is figuring out the kinds of marketing techniques and strategies you have to implement in order to get the kinds of results you want. In this sense, doing marketing can feel like a magic trick: reframing what you do just enough to have some pizzazz, to dazzle, while concealing how the sausage actually gets made behind the scenes. Seth Greene, the CEO of Market Domination, LLC, is the nation’s foremost authority on growing your business with a podcast. Seth sits down with Brett Swarts to talk about how marketing techniques get deployed in real-time. If you were ever curious about marketing, there’s a lot you can learn from Seth, so don’t miss this conversation. 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

In case you didn’t know, property owners can gain tax savings through cost segregation. That’s what Yonah Weiss is all about. Yonah is a cost segregation specialist at Madison SPECS who has assisted clients in saving tens of millions of dollars. In this episode, Yonah explains what cost segregation actually is and why it’s one of the best ways to defer or eliminate capital gains tax on the sale of a highly appreciated CRE property. He also shares best practices for building real estate and why team effort works, both in their company and with partners. He also talks about strategies around depreciation recapture tax and gives scenarios on what a cost segregation study will cost, when it will benefit you and when it won’t. To know more about Yonah and cost segregation, you can listen their podcast, Higher Profits with Bobby and Yonah or Yonah’s own Weiss Advice. 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

Most people go into the real estate industry in order to generate wealth and be financially secure, but oftentimes forget that in order to create a self-sustaining community, they also need to give back. Dave Levenson joins this episode in order to remind people about the values of real estate. Having been a part of the industry since he was fifteen years old, Dave shares his knowledge and the values he’s learned throughout his years in the business. Learn when and how to use the deferred sales trust effectively in order to get your timing right in re-entering the market after the Coronavirus pandemic. He also gives emphasis to the importance of having corporate social responsibility and instilling this into the youth as the leaders of tomorrow in hopes of creating a better and healthier society. 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

Hear what the biggest frustration for a capital gains tax deferral strategy was for Adam Torres. Mr. Torres is a Podcast Host (6 shows 2,000+ episode catalog) | Author (20+ Books) | International Speaker | Media Executive | Former Financial Advisor | Real Estate Investor

Damon Burton helps companies show up higher on Google for words that they can monetize. Damon’s clients and businesses have been featured on Shark Tank and recognized by Inc, as well as has consulted for Dollar Shave Club and Dan Lok. This Online Marketing Expert has Beat Billion Dollar Companies at Their Own Game and has Proven Strategies to Grow Your Business

Hear what the biggest frustration for a capital gains tax deferral startegy was for J. Massey. Mr. Massey is a full-time Real Estate Investor, Entrepreneur, Popular Podcast Host,Author, Speaker, Coach & All-Around Problem Solver

Hear what the biggest frustration for a capital gains tax deferral strategy was for Seth Greene. Seth is the world’s #1 trusted authority on cutting edge direct response marketing, a best-selling author, the only 3x Marketer of The Year Nominee, and the founder of Market Domination LLC and co-host of SharkPreneur Podcast with Kevin Harrington of Shark Tank.

Spencer Hilligoss is a passive real estate investor, active syndicator, and former technology leader. His own company, Madison Investing, has co-sponsored deals totaling more than 4000 units for more than $500M. He passively invests in multifamily and now also helps other investors get involved in multifamily syndications. As a technology leader, Spencer built a 13-year track record of growing high-performing teams across five companies – three of them, “unicorns” – valued at more than $1B.

Brett Swarts welcomes you to the Capital Gains Tax Solutions podcast, where he interviews some of the best and brightest in the financial industry. In this first episode, we get to know the voice of the show as Brett takes us through his story of looking for an opportunity to live out his passion for helping others and live a life of margin, financially. He shares the times he sought to figure out how to make challenges work for him and not against him. Now, across everything he has been through, Brett is finally here to speak not just about his own journey to commercial real estate but also the lessons and wisdom he gained from his experiences. This is a show that will show you how, like every good entrepreneur does, you can also make real estate work for you to achieve the freedom you seek. 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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