Capital Gains Tax Solutions, Brett Swarts

Bulent Ender 

on Google

a month ago

Having navigated the complexities of 1031 exchanges in the past, I found the traditional approach to be restrictive and limiting. Discovering the Deferred Sales Trust (DST) through Capital Gains Tax Solutions (CGTS) was transformative. It provided the flexibility and freedom I was looking for while allowing me to defer capital gains taxes and move forward with my real estate transaction. CGTS handled the process efficiently, professionally, and exactly according to plan. Communication was timely, and their expertise was evi... read more

Susan Trujillo 

on Google

3 months ago

“Hi, my name is Susan, and I’ve been a senior escrow officer for over two decades. During that time, I’ve seen firsthand how important it is to have trusted advisors who can help clients navigate complex real estate transactions and solve major financial challenges with confidence. From the real estate side of things, you need someone you can truly count on. That’s why I highly recommend Brett Swarts and the team at Capital Gains Tax Solutions. They are among the very best when it comes to 1031 exchanges, Deferred Sales Trus... read more

Sean J 

on Google

9 months ago

Working with Brett at Capital Gains Tax Solutions was an outstanding experience from start to finish. Brett brought a level of clarity, expertise and genuine care that made a complex process feel completely doable. From our very first meeting, Brett took the time to listen to our goals, he explained every strategy in plain English, walked us through the potential tax outcomes and helped us feel confident about our exit plan. His attention to detail, prompt responses and strategic insight were beyond what we expected. What ... read more

Nathan Judge 

on Google

a year ago

As a real estate developer and investor, navigating the complexities of 1031 exchanges has always presented a unique set of challenges. Traditional structures often felt restrictive, especially when my primary goal was to capture and redeploy value into new, high-potential projects. Discovering the Capital Gains Tax Solutions marked a pivotal moment in my investment strategy, offering the flexibility and freedom to accelerate my business plan of building more vacation destination beach rentals. Capital Gains Tax Solutions ha... read more

Roto-Rooter Plumbing 

on Google

2 years ago

A few months ago, I had the pleasure to work with Brett Swarts during a pivotal phase of my business exit in California. Brett not only showcased unparalleled professionalism and expertise in the Deferred Sales Trust but also went the extra mile to understand my unique situation. His approach, far from being generic, was a passionate pursuit to find a solution tailored to my needs. He really felt like a partner in my journey as he constantly sought ways to unlock greater freedoms and impact through smart capital gains tax s... read more