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In Episode 252, I sat down with Brett Swarts—tax strategist, real estate pro, and founder of Capital Gains Tax Solutions—to dive into smart ways to build wealth, reduce taxes, and create lasting legacy through the Deferred Sales Trust (DST).
Brett broke down how the DST stacks up against the traditional 1031 exchange. The big win? Flexibility. Unlike a 1031, a DST can be used for business sales, crypto, real estate, and more—without the tight deadlines. It’s a modern solution for today’s investors.
We also got into what truly passive income looks like and how to define your own “TPIN”—Truly Passive Income Number. For Brett, it’s $30,000/month. Knowing your number gives you clarity, focus, and ultimately freedom.
But what stood out most was Brett’s passion for helping families build not just financial wealth, but generational purpose. Through clear mission, vision, and values, you can shape your legacy in a meaningful way.
This episode is packed with strategy, heart, and powerful takeaways for anyone looking to grow wealth and impact.
Listen To The Podcast Here:
Meet our guest:
Bio: Brett Swarts is a best-selling author of “Building a Capital Gains Tax Exit Plan”. He is host of the Build it to Billions & Capital Gains Tax Solutions Podcasts. His insights have been featured at the Best Ever Real Estate Conference, DLP Capital Conference, American Entrepreneur with Kevin Harrington from Shark Tank, and also seen on Fox Business Network. As a real estate broker, his expertise is one of the few in the world who has closed Deferred Sales Trust, Delaware Statutory Trust, and 1031 Exchanges. He is the Founder of Capital Gains Tax Solutions where he teaches purpose-driven entrepreneurs and investors to build their capital gains tax exit plan to multiply their freedom, wealth, and impact. He has closed over ½ Billion in DST and Real Estate Transactions and he was the first to help Bitcoin owners exit millions of gains and defer their capital gains tax using a DST.
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Christopher Larsen is the founder and Managing Partner of Next-Level Income. Since “retiring” after 18 years in the medical device industry he dedicates his time to helping others become financially independent through education and investment opportunities. Chris has been investing in and managing real estate for over 20 years.
While completing his degree in Biomechanical Engineering and M.B.A. in Finance at Virginia Tech, he bought his first single-family rental at age 21. Chris expanded into development, private-lending, buying distressed debt as well as commercial office, and ultimately syndicating multifamily properties. He began syndicating deals in 2016 and has been actively involved in over $500M of real estate acquisitions.
In addition to real estate, Chris has invested in equities, oil & gas, and small business lending, as well as being active in Venture South, one of the nation’s Top 10 Angel Investing groups. Chris lives with his wife and two boys (and Viszla, Lucy!) in Asheville, NC where he loves spending time with them in the outdoors and enjoying the food and culture that the region has to offer.
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