Deferred Sales Trust™ PROFESSIONALS & ROLES
YOUR Deferred Sales Trust™ TRUSTEE
Brett Swarts is an entrepreneur, CRE investor, podcaster, Deferred Sales Trust™ educator/trustee, and Nor. CA multifamily broker. His leadership roles include serving as the Founder of Capital Gains Tax Solutions Podcast, Founder of Capital Gains Tax Solutions, and Multifamily Broker with eXp Commercial.
He leads a team of extraordinary people at his companies. He has served billionaires, Doctors, Veterinarians, Attorneys, Tech Entrepreneurs, Architects, CRE Syndicators/Operators, and more, to help them create and preserve their wealth through investment real estate and capital gains tax deferral. He leads them through this process by leveraging the optimal timing capital gains tax deferral structure known as The Deferred Sales Trust™. Its purpose is to help individuals escape feeling hostage to the 1031 exchange and 30-50% capital gains tax when they sell their highly appreciated assets such as; cryptocurrency, a business, CRE or a primary home. By focusing on the timeless aspects of being the guide, and not the hero, Capital Gains Tax Solutions’ educational platform inspires and helps individuals and business professionals like Financial Advisors, Business & CRE Brokers, Luxury Relators, Venture Capitalists, and CRE Syndicators help their clients or partners execute a passive capital gains tax deferral wealth plan of their own.
Mr. Swarts has been featured in various notable podcasts across the web, including The Best Ever Real Estate Podcast with Joe Fairless, Lifetime Cashflow through Real Estate Investing with Rod Khleif, Apartment Building Investing with Michael Blank, The Real Estate Espresso Podcast with Victor Menace, Wealth Formula Podcast with Buck Joffrey, Cash Flow Diary Podcast with J. Massey, RE Investing for Cash Flow with Kevin Bupp, The Project Egg Show and many more.
Brett is a guest speaker every year, who trains 100’s of business professionals at companies such as eXp Commerical, Marcus & Millichap, Keller Williams, Western International Securities, Multifamily Investing Academy & Equilus Financial Group, Inc. Brett also has held series 22 & 63 licenses and has transacted over over $300,000,000 in Commercial Real Estate and Deferred Sales Trust transactions.
CAPITAL GAINS TAX SOLUTIONS TEAM
Edgell Pink Cabanban
CGTS Operations and System Design Architect
Client Experience Team
Pre and Post Close Client Assistance / Transaction Coordinator
Coach Aaron Muhic
Watch his Video Recommendation For Brett Swarts
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Capital Gains Tax Solutions LLC
🗺️ [1024 Iron Point Road Folsom, CA 95630]
Who prepares the tax return for the Deferred Sales Trust™?
Founder / CEO AdminBooks, Inc.
Renee is the CEO of AdminBooks and she received her bachelor’s degree from San Jose State University in 1989.
She is an Enrolled Agent tax preparer, enrolled to represent taxpayers before the IRS. With this license, she uniquely brings peace to her clients by helping them with all the aspects of running a business.
Renee is also an Advanced QuickBooks Online Consultant with Intuit, named top 200 Proadvisor in 2017 (top 1% in her field), and is a member of the Intuit Trainer/Writer Network.
Renee has corporate financial management experience dating back to 1995 and is passionate about equipping business owners with the tools they need to run their business simply and efficiently.
Renee is also the author of “Your Financial Flight Plan: Pilot Your Business to Profitability.” In her book, she demonstrates in a creative way the reasons why every business owner needs to be a better manager of his or her business. She also provides examples of how owners can be successful. End-of-the-chapter questions motivate the readers to make any necessary changes to improve business.
Born and raised in California and happily married since 1990, Renee is the mother of two sons. She lives her life with purpose and thrives on helping her clients do so as well.
Contact Renee at: email@example.com | 408.782.9640
AdminBooks Certified Public Accountant
🗺️ [125 Lindo Lane, Morgan Hill, CA 95037]
Deferred Sales Trust™ Legal Team
Todd A. Campbell
Campbell Law Owner, The Tax Lawyers
Todd has a Big 5 accounting firm background, with prior experience in financial modeling and analysis for mergers, acquisitions and joint ventures. Prior to co-founding Campbell Law, Campbell CPA and Campbell Striegel Accounting, Todd played an advisory role in the reorganization of a Fortune 100 company, as well as many Fortune 500 companies.
Todd’s other focus areas include, structuring acquisitions and sales transactions of privately-owned businesses, developing tax efficient ownership structures and profit maximization through creative financing, capitalization and structuring.
Since the late 1980’s, Todd has been involved in the ownership and management of many real estate investment projects. These investments have ranged from rental real estate to the development of properties. Todd currently owns both commercial and residential investment properties.
Todd obtained a J.D. in 1997 and a L.L.M. in Taxation in 1999 from the University of Missouri-Kansas City. In 1994, Todd obtained a BSBA in Accounting from the University of Missouri-Columbia where he was a Bright Flight Curator and University Scholar.
Todd was admitted to Missouri in 1997 and Kansas in 1998. He was also admitted to the U.S. Tax Court in 2004.
Todd is affiliated with the American, Kansas, Missouri and Kansas City Metropolitan Bar Associations.
Todd presented Tax Strategies for Both Sides of the Sale for the Kansas City Business Broker Association in April of 2005. In May of 2005, he was an exhibitor at the IBBA Spring Conference in Tampa, Florida. Todd was also an exhibitor in November of 2005 for the AICPA National Real Estate Conference, as well as the May 2006 AICPA Conference on Tax Strategies for the High-Income Individual in Las Vegas, Nevada. In June of 2006, he presented Tax Strategies for Sellers to the International Business Broker Association in Hartford, Connecticut.
• L.L.M. in Taxation, University of Missouri – Kansas City, 1999
• J.D., University of Missouri – Kansas City, 1997
• BSBA in Accounting, University of Missouri – Columbia, 1994
• Bright Flight Scholar, Curator Scholar, Robert’s Scholar, University • • Scholar and member of Honor College.
• Missouri, 1997
• Kansas, 1998
• U.S. Tax Court, 2004
• Professional Affiliations
American Bar Association
• Kansas Bar Association
• Missouri Bar Association
• Kansas City Metropolitan Bar Association
Safety Track Record:
- Todd is a tax attorney and CPA of Campbell Law
- He has transacted over 3,000 transactions valued at $5 billion.
- Historically low audit rate over a 25+ year period and no negative outcomes or changes have resulted.
- Campbell Law will represent a client (you) in an audit at no cost.
- Campbell Law works closely with the seller’s (your) attorney and/ or accountant to ensure the transaction is done properly.
- Documents are first drafted, but no fee is incurred unless the client(you) and their counsel approve and decide to move ahead.
- Heirs avoid inheritance tax and probate.
Associate Attorney at Campbell Law
Jake practices in the area of business formations, acquisitions, sales, and mergers.
Areas of Practice
• Tax Law
• Corporate Law
• Estate Planning Law
Jake practices in the area of business formations, acquisitions, sales, and mergers. He devotes a significant amount of his time to the structuring of capital gains tax deferral mechanisms including Deferred Sales Trust™ transactions (DST), 1031 Like-Kind Exchanges, and transactions involving a combination of both a DST and 1031. Jake also works with clients on general tax, business, and estate planning needs.
• J.D. University of Missouri – Columbia, 2013
• BA in Political Science, University of Missouri – Columbia, 2011
• Missouri, 2014