Capital Gains Tax Solutions - On-Demand Courses

Best 1031 Exit Plan

On-Demand Courses and Live Coaching that

Take the Mystery Out of
Exiting Capital Gains Tax Deferred

Get expert guidance you can use to exit your asset, defer capital gains tax and grow your wealth

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Closing and executing a Capital Gains Tax Solutions Exit Plan

Should Not Be a Mystery

Without expert skills you need to close a DST and execute your DST investment plan,

it’s going to cost you…

Their Capital Gains Tax Exit Strategy won’t be set up in time before your transaction closes
Their tax liability will become due
Their wonder if their wealth plan is reaching its potential

They won’t get to retire with an up to 100% of the capital gains tax-deferred
They will keep feeling like a “hamster in a 1031 wheel”
They will keep guessing at which capital gains tax solution will lead to their best life

You and your clients don’t have to feel trapped by capital gains tax when exiting assets. Join Capital Gains Tax Solutions University and get everything you need to become a competent business professional who doesn’t just sound like they understand the Deferred Sales Trust, 1031 exchange, Delaware 1031, Opportunity Zone, Cost Segregation — you’ll actually know how these strategies work and how it can help you or your clients transform wealth plans.

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Your Subscription Gives You Everything You Need to Exit Highly Appreciated Assets.

On-Demand Courses

Our ever-growing library of on-demand courses will take the mystery out of closing a Deferred Sales Trust.

Live Monthly Coaching

Once a month, Brett Swarts holds a member-only Livestream to coach you on a crucial DST skill and answer your questions.

Resources & Post DST Close Portal

We don’t just give you the content and help you close your DST. You’ll get a professional Capital Gains Tax Solution marketing plan, and ongoing support to work with you to build your brand.

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On-Demand Courses

Our ever-growing library of on-demand courses will take the mystery out of closing a Deferred Sales Trust.

Master Key Exit Strategies

There are 8 major exit strategies to every exit: Deferred Sales Trust (DST), DST Plus, Delaware Statutory Trust, 1031 exchange, Opportunity Zone, Cost Segregation and Donor Advised Fund. We’ll help you master them all.

Grow Your Business

Mastering exit strategies isn’t hard. You just need a guide. Get access to Expert Tax Secrets and feel confident that your business will grow by unlocking freedom for your clients.

I am writing to express my deep appreciation to you for all of your help with my recent land sale and subsequent purchase of replacement properties. You were generous with your time and vast knowledge about the benefits of deferred sales trusts. Your ability gave me great peace of mind as I navigated through the very complicated process of a highly structured sale, coupled with making a strategic decision of what to do with the sales proceeds. Since I owned the property for over 20 years, I had virtually no cost basis so the potential tax ramifications were extremely significant. You provided sage advice, and a team of experts, that made the process as stress free as possible.

~Tony K.

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“I wanted to be able to time the real estate market and buy commercial real estate when it was more of a Buyer’s lower-priced market instead of overpaying in a highly appreciated and highly-priced Seller’s market”

~David L.

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“In this climate, and in this market, everything is priced very high. So you have to be very strategic, and sometimes that 1031, that 45 days, you just don’t have an opportunity to find something that you’re going to make even more money on. So what we were able to do is do a partial 1031 exchange.”

~Stormy A.

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“The biggest thing to overcome is probably not too different for anyone else. “It sounds like a great alternative, but what’s the catch?” I would say the catch really is understanding how it works and getting comfortable with it. I would say that the paperwork was pretty easy. We thought you surround yourself with a good group of advisers and legal team that will take the time to sit down and have a phone call with you and that really knows what they’re doing.”

~David S.

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“The Deferred Sales Trust helped me not just be an active commercial real estate (CRE) investor but it helped me become a passive (CRE) investor as well. California real estate values were too high and I can now double my cash on cash return in other states, diversify into other CRE product types, all with zero management responsibilities.”

~Steve P.

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“For me, it is really simple, I got hundreds of thousands of dollars in taxes here, I got to pay them at some point, but why not defer them. That gives us the freedom and time. As Im learning and evaluating this DST, just initially doing my research, like man this 1031 stuff sounds very straight forward but I’m an entrepreneur that doesn’t want to be boxed in.”

~Shea P.

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This was a surprise to me. I also have an MBA, and I also have a master’s in taxation from DU law school, and I’m unfamiliar with the debt over basis issue. So you educated me about that, but not only did you educate me on that as a problem, but you provided a brilliant solution, I’m so impressed with!”

~Ron A.

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“It’s a relief to be rid of the 18 unit apartment building. I had 18 problems and I did not want to 1031 exchange for 36 problems. It was a very lucrative investment, but it came with a lot of headaches that took up my time and energy“

~Peter N.

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Capital Gains Tax Exit Plan Coaching

In this course, you’ll go through a step-by-step process to help you uncover, unpack, and change your relationship to the Deferred Sales Trust, 1031 Exchange, Delaware Statutory Trust, Donor Advised Funds, and Transformational exit planning. You’ll be equipped to help your clients create a Transformational Wealth Plan where they will write down what their ideal wealth, time, and energy life looks like after they exit with extra cash due to massive capital gains tax deferral. You’ll understand how their money will be tax-deferred, diversified, liquid, illiquid if you invest in investment real estate, invest in new business deals of their own or with partners, and identify the most challenging part of their wealth patterns and outcomes they want to change. You’ll receive a complete list of all of the investment options, and come up with actionable steps to take to unlock new or improved patterns of investing.

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