Tax Flow, Not Just Cashflow: How to Exit Smart and Buy Back Time with Brett Swarts

Breakaway Wealth Podcast

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27d ago 38:19

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Jim Oliver sits down with Brett Swarts to tackle the part of exiting most owners ignore until it’s painful: Taxes. Brett is the founder of Capital Gains Tax Solutions, a real estate broker and tax strategy specialist with deep expertise in Deferred Sales Trusts (DST), Delaware Statutory Trusts, and 1031 exchanges. He hosts the “Build It to Billions” and “Capital Gains Tax Solutions” podcasts.

Together, Jim and Brett lay out how purpose-driven entrepreneurs can engineer an exit that prioritizes tax flow, converts to truly passive income, and preserves control and flexibility.

What You’ll Learn:

Why most CPAs “report the score” and how a true tax strategist changes outcomes
Tax flow vs. cashflow: deferring cap gains to compound what would’ve gone to the IRS
A “2.0” exit for larger deals: using a Deferred Sales Trust for cap gains and estate tax planning
When 1031s become a “shotgun wedding”—and smarter blends (partial 1031 + DST + cost seg)
How to define and build TPI (truly passive income) so your time, not the asset, drives your life

Action Steps: 1. Build the Exit Blueprint Quantify net proceeds, gain, debt, and estate exposure. Set a clear monthly TPI target before signing an LOI.

2. Upgrade the Bench Add a tax strategist alongside CPA/attorney. Evaluate DST, partial 1031, bonus depreciation, and insurance—pick tools, not dogma.

3. Allocate for TPI Diversify post-sale capital into vehicles that deliver durable, hands-off cashflow while keeping optionality for future deals.

Brett Swarts’ Final Word “Truly passive income is to your freedom and impact what compounding interest is to your money. Lead with tax flow—and let it compound.”

Connect with Brett Swarts:

Website: https://capitalgainstaxsolutions.com/

Website https://brettswarts.com/

YouTube: http://www.youtube.com/@CapitalGainsTaxSolutions

365 episodes

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