Capital Gains Tax Solutions, Brett Swarts - St. Augustine, Florida

Roto-Rooter Plumbing

A few months ago, I had the pleasure to work with Brett Swarts during a pivotal phase of my business exit in California. Brett not only showcased unparalleled professionalism and expertise in the Deferred Sales Trust but also went the extra mile to understand my unique situation.

His approach, far from being generic, was a passionate pursuit to find a solution tailored to my needs. He really felt like a partner in my journey as he constantly sought ways to unlock greater freedoms and impact through smart capital gains tax strategies. I confidently endorse Brett Swarts, who goes beyond providing solutions to crafting pathways to newfound freedoms. He stands as more than just a 5-star service provider; he’s a beacon of professionalism and heartfelt guidance. I give him my utmost recommendation with a full 5-star rating.

Jeannie Katzer

Moving from Colorado to Florida and transitioning from decades of hard work into retirement was a monumental shift for us, especially with the sale of our long-held family business and our valuable real estate. Both sales were multi-million dollar transactions that presented us with a daunting challenge: significant capital gains taxes. That's when we discovered Brett Swarts and Capital Gains Tax Solutions.

Brett introduced us to the Deferred Sales Trust (DST), a strategy that was nothing short of revolutionary for us. We wanted to retire from being a landlord. I once was stuck buying a hotel that I did not want to buy via a 1031 exchange. The DST was the perfect solution, allowing us to defer those overwhelming taxes and shift into a fully passive, retired lifestyle that we had been dreaming of for years, all without having to do a 1031 exchange. It unlocked an incredible amount of freedom, time, and energy for us to enjoy with our family, providing us with the peace of mind that our legacy and wealth would be well-managed and preserved for generations to come.

One aspect we particularly appreciated was the introduction to a reputable private real estate company through Brett. This company has provided excellent returns for our trust, allowing us to continue investing in real estate, a sector we know and love, with great confidence. This continuity was crucial for us, offering a sense of familiarity and trust in where our funds were invested.

Initially, our CPA was skeptical about the DST, cautioning us against it. However, at our insistence, he delved deeper into the strategy. To his (and our) delight, he became a staunch supporter of the Deferred Sales Trust and the services provided by Capital Gains Tax Solutions. This transformation in our CPA's perspective only solidified our trust in Brett and his team.

Brett Swarts and the Capital Gains Tax Solutions team have become more than just service providers; they've become like family. Their dedication, transparency, and genuine care for our financial well-being and legacy have been evident in every interaction. It's rare to find a partnership that offers such profound peace of mind and confidence in one's financial decisions.

To anyone facing similar capital gains tax challenges, considering a shift towards retirement, or looking to preserve and pass on a legacy of wealth, we cannot recommend Brett Swarts and Capital Gains Tax Solutions highly enough. They've been an absolute game-changer for the our family, and we're confident they can be for you too.

Mandy Cartrite

Navigating the complex terrain of real estate sales and capital gains tax was a daunting prospect for us, especially with the current market trends where the utility of 1031 exchanges is becoming increasingly limited due to fluctuating interest rates and seller reluctance to adjust pricing.

Initially, we were introduced to Brett Swarts and the concept of Deferred Sales Trust (DST) through a family recommendation, albeit with a healthy dose of skepticism. Our hesitations stemmed from the uncertainties surrounding DST - from the avenues of investment to entrusting someone with our hard-earned capital.

However, Brett Swarts assuaged all our concerns with his profound knowledge and commendable diligence in the realm of DST. Through extensive interactions and an educative approach, Brett unraveled the intricate world of the Deferred Sales Trust to us, delineating how it stands as a beacon of hope amidst the constrained scope of 1031 exchanges in the current market milieu.

His network is a testimony to his meticulous approach; introducing us to remarkable groups like DLP Capital where we could safely diversify and invest our wealth, thereby not just preserving but enhancing our financial stability.

The journey of understanding and leveraging DST is still unfolding for us, yet with Brett and his adept team at Capital Gains Tax Solutions steering the ship, we are confident that we are in the safest hands. His relentless commitment to facilitating financial freedom and impactful wealth management aligns seamlessly with the needs of individuals looking to make the most out of their investments.

As we continue to delve deeper into the transformative potential of DST under Brett's guidance, we feel empowered, secure, and incredibly optimistic about our financial future.

We wholeheartedly recommend Brett Swarts for his expertise, dedication, and the tailored solutions he offers. He is not just a trustee, he builds lifelong partnerships grounded on trust, expertise, and an unwavering commitment to his client's success.

Thank you, Brett, for being a pillar of support and a beacon of trust. Your services are unparalleled, and we look forward to a fruitful and prosperous journey ahead.

- Mandy & Kerry, Texas

Tracy Curtis

Brett takes a great deal of care and consideration with all of his Deferred Sales Trust clients. He is an absolute pleasure to work with and an invaluable Trustee. I have personally learned a lot from him and anyone he works with will not be disappointed.

Adam Torres

Had a blast learning about Brett and the services that they provide. He was highly recommended to join our Podcast Interview and he did not disappoint. Brett did an amazing job and is clearly an expert at what he does. Would highly recommend him for your tax solutions.

Clayton Morris

Brett was an absolute delight to have our on podcast The Investing in Real Estate show with Clayton Morris. He provided our audience with a tremendous amount of knowledge and value. He's been a guest on our show multiple times because our audience requested Brett's return! Thanks for a great appearance.

Michael Manniello

1031's and Delaware Statutory Trusts don't provide the flexibility needed or the ability to trigger the reinvestment of a deal's worth or even a lifetime's worth of accumulated wealth in a structured, controlled and informed way. The Deferred Sales Trust offers all the aspects investors and those facing major life events need: Timing, Control, Payments, Principal, Cash Flow and Diversity of Asset classes under the IRS Code. Brett is a seasoned professional with the patience, diligence and acumen to structure the design to suit individual needs. While the concept may be simple it requires a team of multidisciplinary experts to orchestrate properly. Brett is one of the handful of subject matter experts that makes this process work.

Jacob Ayers

Brett is an expert with Deferred Sales Trusts. He's helped many people defer and avoid paying capital gain taxes with his unique systems and experience. Highly recommend giving him a call to see how he can help you.