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11 - The Future of Wealth Transfer: How AI Can Help You Minimize Tax Liabilities with Capital Gains Tax Solutions' Brett Swarts

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Manage episode 515401918 series 3678976
Content provided by David Hirschfeld. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by David Hirschfeld or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode of Scaling Smarter: Concept to Cash Flow, David Hirschfeld speaks with the Founder of Capital Gains Tax Solutions, Brett Swarts. Brett shares his journey from real estate brokerage to helping clients minimize tax liabilities through strategic exits.

He discusses leveraging AI and automation tools like ChatGPT and Gumloop to streamline business operations, the challenges of AI adoption, and the importance of leadership in driving change. Brett also explores future possibilities for AI-powered expert chatbots and emphasizes the need for proactive education as massive wealth transfers reshape the business landscape.

Think you'd be a great guest on the show? Apply HERE.

Connect with Brett on LinkedIn HERE.

Check out Brett's work HERE.

  continue reading

14 episodes

Artwork
iconShare
 
Manage episode 515401918 series 3678976
Content provided by David Hirschfeld. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by David Hirschfeld or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode of Scaling Smarter: Concept to Cash Flow, David Hirschfeld speaks with the Founder of Capital Gains Tax Solutions, Brett Swarts. Brett shares his journey from real estate brokerage to helping clients minimize tax liabilities through strategic exits.

He discusses leveraging AI and automation tools like ChatGPT and Gumloop to streamline business operations, the challenges of AI adoption, and the importance of leadership in driving change. Brett also explores future possibilities for AI-powered expert chatbots and emphasizes the need for proactive education as massive wealth transfers reshape the business landscape.

Think you'd be a great guest on the show? Apply HERE.

Connect with Brett on LinkedIn HERE.

Check out Brett's work HERE.

  continue reading

14 episodes

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