# 2471 - Why Every Seller Should Understand Trust-Based Tax Strategies with Capital Gains Tax Solutions' Brett Swarts Page: https://stenobird.com/podcast/the-thoughtful-entrepreneur-428880/2471-why-every-seller-should-understand-trust-based-tax-strategies-with-capital-gains-tax-solutions-brett-swarts Text version: https://stenobird.com/podcast/the-thoughtful-entrepreneur-428880/2471-why-every-seller-should-understand-trust-based-tax-strategies-with-capital-gains-tax-solutions-brett-swarts.md Podcast: [The Thoughtful Entrepreneur](https://stenobird.com/podcast/the-thoughtful-entrepreneur-428880) Published: 2026-07-31T16:00:00+00:00 Episode link: https://PodVerified.com/podcast Audio file: https://episodes.captivate.fm/episode/d2e21731-1177-4376-b52e-4d20f511f909.mp3 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/the-thoughtful-entrepreneur-428880/episodes/2471-why-every-seller-should-understand-trust-based-tax-strategies-with-capital-gains-tax-solutions-brett-swarts Duration seconds: 1328 ## Resource The Wealth Preservation Architecture: Deferring Capital Gains Tax and Maximizing Exit Equity with Brett Swarts In a recent episode of The Thoughtful Entrepreneur Podcast , host Josh Elledge sat down with Brett Swarts, the Founder and CEO of Capital Gains Tax Solutions , to examine the severe tax liabilities that threaten high-net-worth business exits and real estate transactions. Brett, a leading wealth preservation strategist, commercial real estate expert, and author of Building a Capital Gains Tax Exit Plan , details how traditional tax-deferral mechanisms like the 1031 exchange frequently limit investor flexibility and expose assets to market volatility. This conversation provides a comprehensive, data-backed operational guide for founders, real estate investors, and M&A advisors who want to legally defer 33% to 40% in combined capital gains taxes, retain capital compounding power, and construct flexible, long-term estate planning frameworks using the Deferred Sales Trust (DST). The Asset Preservation Paradigm: Unlocking Compound Growth and Flexible Liquidity Through Deferred Sales Trusts The primary operational oversight committed by founders and real estate investors during an asset liquidity event is delaying tax-deferral architecture until after a transaction closes. In high-tax jurisdictions where combined federal, state, and depreciation recapture taxes routinely consume 33% to 40% of net profits, selling an appreciated asset without an established exit structure results in an immediate, permanent destruction of capital. While many investors default to a traditional 1031 exchange to defer real estate taxes, this rigid framework forces buyers into strict 45-day identification windows and 180-day closing deadlines, often compelling them to overpay for repla… ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/the-thoughtful-entrepreneur-428880/episodes/2471-why-every-seller-should-understand-trust-based-tax-strategies-with-capital-gains-tax-solutions-brett-swarts/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/the-thoughtful-entrepreneur-428880/2471-why-every-seller-should-understand-trust-based-tax-strategies-with-capital-gains-tax-solutions-brett-swarts.md` — Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.