EPISODE · Jan 8, 2026 · 32 MIN
Tax Strategies to Minimize Burdens for Real Estate Brokers - EP 61
from Adventures of a Real Estate Broker · host Daniel M Berger
🚀 In this episode of The Adventures of a Real Estate Broker, host Daniel Berger sits down with capital gains tax strategist and bestselling author Brett Swarts to uncover powerful, lesser-known strategies for deferring capital gains taxes. Brett explains how Deferred Sales Trusts (DSTs) work, why they can outperform traditional 1031 exchanges, and how intentional tax planning can protect wealth, increase cash flow, and create true financial freedom across generations.🎧 Hosted by:Daniel Berger👤 Guest:🏡 Brett Swarts – Founder of Capital Gains Tax Solutions, Tax Strategist & AuthorBrett Swarts is the founder of Capital Gains Tax Solutions and host of the Capital Gains Tax Solutions Podcast. A leading expert in Deferred Sales Trusts, he helps high-net-worth individuals defer capital gains taxes on real estate, businesses, and other assets. With years of experience in tax deferral strategies and investment real estate, Brett has been featured on top financial platforms and has educated countless investors, financial advisors, and business owners on wealth preservation and smart tax planning.💡 What You’ll Learn:✔️ The difference between a 1031 exchange and a Deferred Sales Trust✔️ How DSTs create truly passive income and long-term flexibility✔️ When a Deferred Sales Trust makes sense (and when it doesn’t)✔️ Strategies for deferring taxes on real estate, businesses, stocks, and crypto✔️ How intentional tax planning supports generational wealth transfer🎵 Whether you're an investor, business owner, or nearing an exit event, this episode offers high-level insights you can apply immediately.💼 Connect with Brett Swarts:🌐 Website → https://web.facebook.com/brett.swarts/🔗 LinkedIn → https://www.linkedin.com/in/brett-swarts/📘 Facebook → https://web.facebook.com/brett.swarts/🎙 Follow Daniel Berger – The Adventures of a Real Estate Broker:🌎 Website → www.DanielMBergerRealEstate.com 📷 Instagram → https://www.instagram.com/danielmberger/🔗 LinkedIn → https://www.linkedin.com/in/danielmberger17🔖 Don’t Forget to LIKE 👍, SUBSCRIBE 🔔 & COMMENT 💬 Below!💎 Produced by Icons of Real Estate – https://iconsofrealestate.co
What this episode covers
🚀 In this episode of The Adventures of a Real Estate Broker, host Daniel Berger sits down with capital gains tax strategist and bestselling author Brett Swarts to uncover powerful, lesser-known strategies for deferring capital gains taxes. Brett explains how Deferred Sales Trusts (DSTs) work, why they can outperform traditional 1031 exchanges, and how intentional tax planning can protect wealth, increase cash flow, and create true financial freedom across generations.🎧 Hosted by:Daniel Berger👤 Guest:🏡 Brett Swarts – Founder of Capital Gains Tax Solutions, Tax Strategist & AuthorBrett Swarts is the founder of Capital Gains Tax Solutions and host of the Capital Gains Tax Solutions Podcast. A leading expert in Deferred Sales Trusts, he helps high-net-worth individuals defer capital gains taxes on real estate, businesses, and other assets. With years of experience in tax deferral strategies and investment real estate, Brett has been featured on top financial platforms and has educated countless investors, financial advisors, and business owners on wealth preservation and smart tax planning.💡 What You’ll Learn:✔️ The difference between a 1031 exchange and a Deferred Sales Trust✔️ How DSTs create truly passive income and long-term flexibility✔️ When a Deferred Sales Trust makes sense (and when it doesn’t)✔️ Strategies for deferring taxes on real estate, businesses, stocks, and crypto✔️ How intentional tax planning supports generational wealth transfer🎵 Whether you're an investor, business owner, or nearing an exit event, this episode offers high-level insights you can apply immediately.💼 Connect with Brett Swarts:🌐 Website → https://web.facebook.com/brett.swarts/🔗 LinkedIn → https://www.linkedin.com/in/brett-swarts/📘 Facebook → https://web.facebook.com/brett.swarts/🎙 Follow Daniel Berger – The Adventures of a Real Estate Broker:🌎 Website → www.DanielMBergerRealEstate.com 📷 Instagram → https://www.instagram.com/danielmberger/🔗 LinkedIn → https://www.linkedin.com/in/danielmberger17🔖 Don’t Forget to LIKE 👍, SUBSCRIBE 🔔 & COMMENT 💬 Below!💎 Produced by Icons of Real Estate – https://iconsofrealestate.co
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Tax Strategies to Minimize Burdens for Real Estate Brokers - EP 61
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