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Managing Your Assets with Brett Swarts of Capital Gains Tax Solutions

Brett Swarts is the Founder of Capital Gains Tax Solutions and each year equips hundreds of business professionals who have clients who struggle and feel trapped with capital gains tax when they sell their business, CRE, primary home or other highly appreciated assets using a tool called a Deferred Sales Trust. Brett is considered one of most well rounded Capital Gains Tax Deferral Experts and informative speakers on the West Coast. His audiences are challenged to lean into multiple capital gains tax deferral strategies, help their clients create and develop an optimal timing passive cash flow wealth plan of their own, and execute on this plan so they can create and preserve more wealth and so the business professional can grow their business.

 

Key Takeaways:

[0:18] Today’s episode of Franchise Euphoria is brought to you by IndyFranchiseLaw.com, a leading resource in the franchise space. Head over to IndyFranchiseLaw.com learn more!

[0:59] Josh introduces today’s guest, Brett Swarts, the founder of Capital Gains Tax Solutions.

[2:01] Josh welcomes Brett to Franchise Euphoria.

[4:09] Brett gives an overview of his business career and what led him to establish Capital Gains Tax Solutions.

[6:40] Who is Capital Gains Tax Solutions?

[8:05] Capital Gains works with both the financial advisors and the individuals who are utilizing a financial advisor.

[9:21] Brett points out that at some point, every business owner will retire and likely sell their business, so it is important to implement a plan for when that time comes.

[15:27] Brett explains how the idea for Capital Gains Tax Solutions came about and what the logistics of running this type of service are.

[20:32] Capital Gains strongly encourages their clients to bring in their trusted advisors to vet their services before moving forward with them.

[24:53] Capital Gains has partners in every US state and have been providing their services for over 20 years.

[25:37] If you want to learn more about Capital Gains, you can visit www.CapitalGainsTaxSolutions.com.

[26:21] Thanks for listening, and please, reach out to Josh anytime through email at josh@franchiseeuphoria.com. If you enjoyed this interview, please leave us a review on iTunes.

 

Mentioned in This Episode:

josh@franchiseeuphoria.com

www.franchiseeuphoria.com

www.indyfranchiselaw.com

www.capitalgainstaxsolutions.com

Josh Brown

Josh Brown

Hi! I’m Josh Brown, franchise attorney and creator of the Franchise Euphoria podcast. I’m just your average guy who loves to golf, eat hibachi, and immerse myself in the ever-expanding franchise world.

My goal is to navigate entrepreneurs and all people interested in the current events of franchises through all the hottest topics and most popular tools for success. Going on four years now, Franchise Euphoria is hotter than ever and ready to help you plan and execute a pathway to success.

Josh Brown

Josh Brown

Hi! I’m Josh Brown, franchise attorney and creator of the Franchise Euphoria podcast. I’m just your average guy who loves to golf, eat hibachi, and immerse myself in the ever-expanding franchise world.

My goal is to navigate entrepreneurs and all people interested in the current events of franchises through all the hottest topics and most popular tools for success. Going on four years now, Franchise Euphoria is hotter than ever and ready to help you plan and execute a pathway to success.

pardee2003 from United States
11/16/2019
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Great and applicable information from professionals in the franchise world that are doing it every day. I’ve listened to 3 episodes: Gutter Brothers, Woofies, and Cycle Bar. Enjoyed all and looking forward to hearing more.
WTutor311 from United States
8/30/2019
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Highly recommend. Great guests. Filled with tons of helpful information.
Katie Joy B. from United States
7/16/2019
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Josh and his wide variety of knowledgeable guests are truly rockstars! They deliver quality (and free!) franchise knowledge and advice in each and every episode. The great advice they provide, combined with the engaging way they deliver it had me hooked from the very first listen. Thanks for putting out such a stellar show Josh - keep up the great work!
Jordan gross from United States
07/15/2019
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This podcast provides the advice necessary to start building, growing, and scaling your business TODAY! The host asks probing questions of his guests that add value to the listeners in an immediately implementable way!
VPugliese from United States
07/15/2019
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What do you get when you combine business savvy, legal expertice and a great personality? You get the ultimate podcast for franchise owners. Josh Brown brings it all togehter perfectly with Franchise Euphoria. Not only does he possess all of the skills and abiliites above, but he has great guests, asks awesome questions and created the ideal podcast for this niche. If you have a franchise, or are considering it, subscibe to this show and consume all of the content!
Mick James from United States
06/05/2019
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Started listening to Josh's podcast after the wife and I decided to buy a franchise and I quickly went through about 200 episodes on 1.5x & 2x, before signing on to purchase a franchise. Josh's info was an invaluable part of our decision to buy, and after listening to so many episodes, I felt like I knew and trusted him on a personal level, so it was a no-brainer to enlist his services when it came time to review the franchise agreement. Josh was super easy to talk to and very empathetic to our needs, and being first time business owners, we needed all the empathy we could get. Josh helped us negotiate a great deal with the franchisor and we were very happy with his services. Great podcast, great guy, great service to anyone involved in the franchise world!
Dean575 from United States
06/04/2019
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Very interesting discussion. I found the information valuable.
Summieysum from United States
05/06/2019
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I've just completed the legal process of franchising my business and have now begun selling franchises. Just found this podcast and it's an incredible resource! Great content and Josh is a very engaging host. Highly recommend for franchisors and franchisees.
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