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Episode #61

Mastering Capital Gains Tax Solutions

March 23, 2026 · 30:10

Total runtime: 30:10

Show notes

Power Up Your Life Podcast | Creating Financial Freedom by Mastering Capital Gains Tax Solutions | Episode 61 with Brett Swarts

📈 How to Defer Capital Gains & Unlock Truly Passive Income

💫 Welcome to the Power Up Your Life Podcast, powered by GoBundance Women! In this episode, hosts Kelly Resendez and Mandy McAllister interview Brett Swarts, founder of Capital Gains Tax Solutions and author of Building a Capital Gains Tax Exit Plan. Brett shares his background in real estate and how a move from California to Florida reshaped his family and business, then explains how he helps purpose-driven entrepreneurs and investors exiting $1M+ in real estate, business, or Bitcoin build capital gains tax exit plans to defer taxes and pursue truly passive income. He discusses the “silver tsunami” wealth transfer, common mistakes high achievers make (lack of family mission/values, not leveling up teams, not designing life with adventure), and how he works through feeling stuck. Tune in for insights on scaling without sacrifice, tax solutions, family missions, and more.

This episode is for you if you want to create a life of freedom, wealth, and impact!

To connect with Brett:

https://brettswarts.com/

https://capitalgainstaxsolutions.com/meet-brett/

Find his book on Amazon:

'Building a Capital Gains Tax Exit Plan: The Proven Playbook for Unlocking Your Ideal Wealth Plan When Selling Assets of Any Kind for Yourself or Your Client'

✅ If this content resonated with you, drop a like, comment, and share with your friends! For the latest PUYL Podcast episodes and more, subscribe @GoBundanceWomen

🚨 Find out more about our new upcoming platform, Power Up Your Life Now and more at https://GoBundanceWomen.com

00:00 Meet Brett Swarts 01:27 From California to Florida 02:53 The Move That Changed Everything 04:30 Capital Gains Exit Plans 06:11 Sleepy Capital Silver Tsunami 08:49 Client Stories Bitcoin and Real Estate 12:29 Biggest Mistakes to Avoid 16:39 GoBundance Women Spotlight 17:27 Getting Unstuck 22:51 Mentors Books and Masterminds 25:47 How to Work With Brett 27:53 Key Takeaways and Wrap Up

Show transcript(30 blocks)
  1. Why

    Wow. For those of you that wanna retain your wealth and take advantage of amazing strategies, we have the guest for you. So we've got Brett Swartz, who's the best selling author of Building a Capital Gains Tax Exit Plan and host of the Build It to Billions in Capital Gains Tax Solutions podcast featured on Fox Business Network and major conferences like Best Ever Real Estate and DLP Capital, Brett is amongst the few experts globally to close deferred sales trust, Delaware statutory trust, and ten thirty one exchanges.

    As founder of Capital Gains Tax Solutions, he empowers purpose driven entrepreneurs and investors to build strategies that multiply freedom, wealth, and impact. Having closed over a half $1,000,000,000 in transaction, he is also the first to help Bitcoin owners defer millions in capital gains. So with that said, here's Brett.

    Hi, and welcome to the Power Up Your Life podcast brought to you by Go Finance Women. I am Kelly Resendez.

  2. Mandy

    And I'm Mandy McAllister.

  3. Why

    And we're so excited to have a friend of mine, Brett Swartz, on who's gonna give us a little background right now on who he is and why you gotta stay tuned in to this episode.

  4. Feeling

    Kelly, Mandy, grateful to be here. Hello, everybody. Yes. Brett Schwartz, background. Grew up in California. Don't hold it against you now in Florida these days. But we started building houses, investments, mostly in the Bay Area of of California, and then I had a chance to do some multifamily brokers at a place called Marcus in Millichap. Oh, wow. And that was around 2006, and then the market crashed in o eight. And we learned a lot of hard lessons and also created some opportunities to help people build wealth in a in a more intentional, smart, efficient way with capital gains tax, exit plans.

    Married, now sixteen years, going on seventeen, five children. We homeschool. We do jujitsu. We they do soccer. We We travel to Uganda, New York, and Miami, and South Dakota, and Montana, all all in 2025, which has been we're living our dream with, with a flexible lifestyle there.

    And and, and and day to day, I run a company called Capital Gains Tax Solutions, which we're gonna be talking about right now. That's amazing.

  5. Why

    Thank you for sharing. And holy moly, five kids at home being a teacher simultaneously, that's a lot. But, you know, just one question I kinda wanna get into. Like, at some point, you made a pivot to create a life that you really have designed, right, so that you have that flexibility.

    Was there an awakening? Were you burnt out? Like, kinda give me a little bit of that background story on what led you to making that decision.

  6. Feeling

    Yeah. So, there's there's a there's a bible verse that says, you know, men lay down your your lives for your for your wife. And about five years ago, four four and a half years ago, my wife was like, hey. I'm feeling like we're being called to move out of California. And at first, I was like, really, really? All our family, all of our local contacts, everybody, like and go where?

    Well, we've been to Florida a couple of times the last few years during COVID, and things were kinda going a little bit, you know, more locked down in California. And I said, you know what? I thought about it, prayed about it. I'm like, you gave our family five children, and and you've you've given that over at that point. I guess that would be three years ago, so over thirteen years or so. Right? So you can do whatever you want. Like, whatever you wanna do, let's just do it. Like and the worst case scenario, two years from now, we don't like where we went in Florida. We'll move back home to the whole family.

    That was a big pivotal moment, honestly, because, it was totally out of our comfort zone. We met in high school. You know, we've been, you know, or best friends. We're, you know, we're married, all the kids, all the things, and all of our family, all of our cousins, our parents living a mile and a half away, all the support, our church family, like, all of our it's just it was it was not an easy, step of faith, but, man, was it rewarding.

    It changed it really changed the growth trajectory of our family, our children, our faith. Now our impact for what we're doing, even our company grows because it's national. We were national before, but we really didn't have a presence on the East Coast. So now this has given us just so much, and God has opened up so many doors, by taking this this step of faith. So that's definitely the biggest one, Kelly, that comes to mind right now. Yeah.

  7. Mandy

    Well, thinking about that you call it taxifornia, and now you're in Florida. Right? Like, that doesn't as the tax guy, it doesn't hurt for the, the no state income tax play, which is actually something my husband and I are planning to do when we can retire in ten years.

    I I believe firmly as a a multifamily investor that it's not what you make, it's what you keep. Right? So I am so interested in getting what it is that you do to our audience. Can you kinda just summarize what your play is and how you help people?

  8. Feeling

    Yes. We build capital gains tax exit plans for purpose driven entrepreneurs and investors that are exiting million plus, Bitcoin business or real estate transactions. And we do it in a way that unlocks truly passive income. And, really, that's what most people are looking for.

    You think about that Rich Dad Poor Dad book that you read in that fourth quadrant, you're like, oh, if I could ever get there. Right? Well, most people get stuck in quadrant two and quadrant three, especially as entrepreneurs. Right? We don't know how to finally exit and finally get truly passive income.

    So what is truly passive income? It's $20.30, $40.50, $60,000 per month. Everyone has a different number. It could be more. Right? And and we call it no shoes, no shirt, no problem. Meaning, you're Kenny Chesney sitting on the beach and you're playing your guitar, and you got maybe your beverage over here, your hat here, and and the money is showing up consistently. It's durable. I don't have to think or trade in any of my time or energy for it. And it allows me to live not only the lifestyle, but able to give and make an impact.

    And that's the big piece here. Most of us, I think, are thinking too small when they think about just a passive income number. What's an what's the what's the number where it can make a huge impact for the community that you're in right now or the causes you believe in right now?

    And there's there's this massive, massive $124,000,000,000,000 that's transferring the next five to fairly five to ten years. Okay? This is known as the silver tsunami. There's 10,000 baby boomers turning 65 every single day, 80,000,000 in The US alone, and 50% of all wealth in America has had to high end primary homes, private equity, which is businesses and commercial real estate, which is illiquid, highly appreciated.

    So think about this. We call this sleepy capital and lazy cashflow. The appreciation is through the roof. The cashflow is light. The appreciation is through the roof. The cashflow is sleeping. K? Mostly. K?

    And so if we can unlock this this sleepy capital by selling the asset, however, what's the big problem in the way? The tax man. He wants to crush you. He wants to take 20 to 50% of it. He wants to. And especially in California, they wanna crush you. So we need to solve for that, obviously. Right?

    But if we can solve for that, we can harvest without having to suffer the tax consequences right away. And this is the cool part. Then when you invest that into stuff that's double digit cash cash on cash return, your cash flow two and three can find four x's, which means what? You have the freedom now to retire.

    Of course, that could be cool, but most of our entrepreneurs don't wanna retire. They just wanna go make a bigger impact. Right? Opportunity to give more. Right? You can start setting these massive giving goals. And so so we exist to unlock capital gains, to multiply freedom and impact, and unlock truly passive income.

    And so we believe that truly passive income is to your freedom and impact as compounding interest is to your money. But we get stuck we get stuck with either having to feel like you have to continue to own that real estate property or in this bad ten thirty one deal that just put us into a even more more toilet, more trash, more liability, or that, you know, not selling that business when we should have sold it when interest rates were low and and private equity was just screaming at your door. Right? But you didn't sell it because of the tax. Or not selling that Bitcoin when it was at 130,000 a coin. Right?

  9. Why

    These are the things that we build to be able to unlock these things, and so that's that's that's that's our passion. It's our calling, and that's just this is why we're here today.

    That's amazing. Well, I'm sure with as many people that you've helped that have that million dollars, right, in capital gains that they have to deal with, you've also been able to witness, how did they get there? I'm sure some of our listeners are not in a place yet.

    I'm sure they wanna be where they're like, I'm calling Brett. Like, I've got I'm already in this situation. But for somebody that's not in that situation yet but wants to get there, what are some of the strategies that either yourself or your clients have used to be able to get there?

  10. Feeling

    Great question. I'll just have a couple deal stories because I think this brings it to life. And I'll start with one of our one of our clients, and she worked for Google, and she had a a dream to be able to, with her college roommate, start a business. And the impact was to provide online education for, like, teenagers. And she didn't have the capital and she didn't have the time because she was focused on Google's, you know, dream. Right? But she was also very smart, and she started to buy Bitcoin at a very, very early adoption timing. Okay? And that Bitcoin shot over $50,000,000, okay, with about a $50,000 investment. Okay?

    So she was what's called a never seller. So if you're one of the never seller Bitcoiners, by the way, I love you guys. You're my people. Right? But at the same time, guess what? She also had a dream to make an impact. And so this is a couple years ago when Bitcoin maxed out at about 68,000. Well, at 54,000, she set a very clear target on a place to exit. So the first part of your your to answer your question, Kelly, she had a huge dream above and beyond just gains. Okay? She had a dream to make an impact and to free herself up from working for Google and to go make an impact with her college roommate and start this business. Right?

    And so so that was key. And and and so she used her investment gains to fund her business venture. Right? She let she let the vision of of what she wanted to do to make an impact, really, really wag that wag and move the dog, right, versus letting the tax tail wag the dog. Right? And and so she at the same time, she was hesitant until she met us, and so we helped her deferred to capital gains tax on that Bitcoin and then use that to fund that business venture.

    And here's the cool part. The Bitcoin, on one sense, went from 55 a coin when she sold 54 to 68. So, oh, did she lose? Oh, maybe. Well, it dropped to 15,000 a coin just, you know, a few months, you know, I don't know, within six months of it. Right? So did she win? Absolutely. She won. It took a few years for this thing to come back. So in the meantime, she's, you know, she's launching the company. She's doing all the things. So that's that that's what I would say. So, a, her vision was really clear, and she didn't let the tax tail, you know, wag the vision of starting the entrepreneur entrepreneur, spirit.

    I'd say another client, they you wouldn't think you know, I think it's like the millionaire next door type of analogy. These guys drive the pickup trucks, and they and they they work on their properties, and they blood, sweat, and tear, and they exchange, exchange, exchange, and they work, and they buy the assets, and they live below their means, and and they add valued properties. They take care of their tenants. And that's where that's where a lot of our clients get to a point where they're finally, okay. Like, I've done my my my service to society for for rentals, and now I'm ready to, you know, to to retire from that. But it it was just the consistency and the the durability of investment real estate, buying at the right time. Those are some of the ones that come to mind.

    Then I have entrepreneurs that have sold businesses, and they're not stopping. Right? I mean, they're they're they're in their thirties and their early forties, and and they're they're going on to the next the next one. So they have the team, the resources, the technology. They're also hiring the who, not being the how. Right? They're they're they're focused like a laser in their niche. They feel like calling and a purpose to what they're doing. It's not it's it's so much more than than than the career. It's like, this is what I was made to do. This is the good work I was created to be, you know, to to person to be and and and and the people to serve. Those are all some of the things that really stick out for me.

  11. Mandy

    Yeah. I Amazing. I've I think it's so important too that, you know, you were you were talking about the idea of what is the the no shoes, no shirt, no problem. Right? Like, the we talk about ROI so much in business and in investment, but we don't talk a lot about return on stress or return on brain space. And, you know, as somebody who's bought businesses and bought real estate, there's a big difference between that return on brain space that you get.

    So with all, you know, all of these people that you work with, they found a a very high level of success and and big returns. Right? Usually, they've they've found big returns before they get to you. What are some of the biggest mistakes that you've seen across, all of this group, all of these entries in your Rolodex

  12. Feeling

    that they get to you? What are the mistakes that they make that if they could give advice to their younger selves that they would give? Yeah. Number one, biggest mistake I see and even something I've had to learn recently in the last last eighteen months, with some great mentors and coaches is not being clear on their family, mission, vision, values, and not being clear on their personal mission statement. If they are a person of faith like I am, not asking the lord, clearly what's the unique work that he has for them to do. I believe we've all been given certain gifts from god to be used to be a blessing to others and to make a huge impact. And more than that, we've been given, like, a unique specific work to do, right, that's designed specifically for each of us to do. Different seasons of our life that look a little different, right, but if you're not clear on your family mission, vision, values, if you're not having family meetings with your family and your kids, if you're not, articulating these values and how you live them out, out. They do it with their business and they do it with other things, but maybe they did it in the in the military. They did it with their you know, they grew up playing sports. They did it at their their, you know, wherever they were, but they're not doing it for their own families. And so that's number one biggest mistake. Okay?

    Number two biggest mistake is they're they're not leveling up their teams in a consistent basis. Right? So their teams being their wealth teams. Right? And their personal development leadership teams in the wealth mastermind circles they're in. That's why GoBunds is so is so amazing. Right? You have you have an opportunity to grow with some of the best in the world of what of what they're doing in all areas of life. And so they're they're set or they're not even in the masterminds. Right? They're not even going to. They're not attending. They're not actually in engaging in all of the things that iron sharpens iron. Right? So I think half of the battle is, you know, praying. The other half of the battle is just doing what the lord's already told you to do. Like, are you doing the things he's told you to do? Like and so that's the second biggest mistake.

    I'd say the third biggest mistake is, not designing a the the life with the family and with the kids and the adventure. Like, make this year the funnest year you've ever had. Like, instead of the goal being, hey, you know, make an extra million dollars, like, let's go have the most fun adventure we've ever had and figure out a way to hire and build a team that can still make the extra million dollars. Like, the power of and is unfortunately times. One of my mentors, Don Winter, talks about the power of and, and he's coming out with a book about it. And it's like, yeah, have a dynamic, amazing, you know, world class business and be the be the biggest hero in your own home. Right? Yeah. And, it's not it's not either or. It's it's it's and. Right?

    And it's it's it's choosing, and surrounding your time management in a way that unlocks these things. Right? It's hard. This takes discipline takes discipline to stay focused within the certain hours of a day so you can come home and be focused with your family. It takes it takes sacrifice to homeschool and or to, travel with your family on your on your on your, business trips. But at the same time, it it's also great because you get to stay, you know, extra day before or after and have it be an adventure. Right? So those those are probably the three biggest mistakes that come to mind. Oh my gosh. And what intentionality,

  13. Why

    it sounds like, both you and the people that you surround yourself with bring into their life, which we really need.

  14. Mandy

    The Power Up Your Life podcast is powered by GoBundance Women. I could tell you stuff about it, or you could hear from some of our members. Here you go. GoBundance has connected me with an amazing group of entrepreneurial

  15. Speaker 3

    women

  16. Speaker 4

    that I can learn from and support and grow together. GoBundance gave me a boardroom of sisters who refused to let me settle.

    You know, within the first two months of me being a member, I enrolled someone to help them with their high ticket sales. I got double back my investment within the first, you know, sixty days of being a member. So it was it's incredible.

    You guys are just amazing and there's always somebody to look up to in in, in GoBundance, so I love being a member.

  17. Mandy

    That's why you owe it to yourself to check out goabundancewomen.com.

  18. Why

    So, you know, switching to you as the business owner. Right? You run a business. You are you have a lot of competing priorities. Like, when you feel stuck because a lot of people out there feel stuck in their business, like, I wanna grow it, or I do wanna set more time with my family and they feel stuck. Like, how do you move yourself through that feeling of just not a 100% knowing what's next?

  19. Feeling

    Yes. Two two concepts. Okay? First one, a lot of times, it's pray, guess, and go. Pray, guess, and go. Now, on the prayer and the and the preparation and the planning, there's there's more more more than that. Right? It's not just, you know, that that quick, but action and momentum, momentum is more powerful than all of our strategy, resources, and leadership combined. Craig Groeschel on the leadership, leadership podcast, top top podcast in in America talks about this concept. You should look it up. I'll say it again. Momentum is more powerful than all of our leadership, strategy, and resources combined. Momentum is the one thing that can it's can be hard to get, and it's really painful to lose. And but if you have it and it's on your side, you know, you you you you get a lot of things going in a in a great way.

    And so how do you create and sustain momentum? Number one, you have, like, a, like, a, like, a white hot vision that's gonna attract and pull you towards that. Right? That, again, that's it's your personal it's your call personal mission statement. It's your family mission values. It's aligned with the people you're serving. It's using the gifts God's given you, and it's pulling you in that direction. Like, you can't help but, like, it's pulling you. So getting clear and reminding yourself of that continuously, which means what? Saying no to the distractions.

    I even just did an exercise a couple days ago. I was like, what's the big thing that's pulling me back from certain things? I'm like, wow. Like, yeah. I think it is probably a little bit too much social media and probably too much of these, political talk shows. Right? Like like, yeah. Why don't we just turn that off for a while, right, or just, you know, tone that down? You know? It's not hiring that coach for my systems. The next level coach is not hiring that extra controller for my business, for my financials. It's it's it's not freeing up with more more more an AI coach. So it's, like, there's just some certain things. Right? So praying, guessing, going, planning.

    And the second thing is just do it now. There's certain things where you can get momentum if it comes to mind and you can knock it out right now. Of course, using AI to to to to to to accelerate those productivity things is a big piece of keeping momentum. Momentum is also lost by not having systems in place. Right? So systems sustain momentum, and so having great systems and people to be able to sustain those things, creating even just these random Zoom clips on things that frustrate you so you you can send to your team versus waiting for the meeting, Just create it right there and be like, hey. This is frustrating me. Could we please set up something for this? And you create it on the spot and you get it off of your plate and you're not waiting for it to be another meeting. That helps a lot.

    Sabbath. Okay. So, Charlie Kirk recently passed away, and he's his last book he's ever written, and it's it's out right now. It's on Sabbath. And I've been studying and trying to practice Sabbath for about, twelve, fourteen months now, and it's hard. It's actually not easy, but, like, 7PM on a Friday to 7PM on a Saturday is is is where I try to practice this, where it's it's nothing but family, faith, and adventure, and we just cut the screens out unless we're, you know, doing something together on a screen that's like a fun interactive thing. But, you know, that's no work. It's not easy, and it's just it's just really taking that time to reset.

    And another thing, it's like, if you're a person of faith, this is not a option. Like, this is a commandment. It's the fourth commandment. And I'm like, oh my gosh. Like, yeah. Like, the other commandments are really serious too. This is really serious. It's like, oh gosh. I have not taken this as serious as, I I should have been in the past. It's more like, I can kinda optionally think about this. No. It's it's a commandment. So, those things all help me. I'm not sure if I answered your question fully, but those things all help,

  20. Mandy

    you know Yeah. Stay stay where I should be. I love it. That's so actionable. I actually just finished a book called the ruthless elimination of hurry, which kinda speaks exactly to what you're saying of that reset

  21. Feeling

    that Sabbath provides. You might really like that book if you like. But I I I book. I marked it. I read that book to my mentor after I was in the ER after I I thought it was the worst health experience, and I thought I was maybe gonna die.

    Seventy two hours of my life flying back from Costa Rica. I mean, it's a whole another whole another story here. But I was in the ER, and I couldn't if I stood up, all of, like it felt like the fluid of my brain would would would drain, and I felt like my brain was gonna, like, explode in the migraine. It was so bad.

    So all the all the stuff turned turned out to be nothing was long term serious, but it was, that book my mentor handed to me, and he said, hey. I think you should read this book. I'm like, what's this book? I'm like, oh, this is a really good book. So that helped me to get going a little bit more on, on Sabbath.

  22. Mandy

    Oh, I'll tell you what, though. I listened to it on 1.2 x, which I felt a little guilty about after because the whole thing is to not hurry.

    On that vein, you know, tell me, you know, it it sounds like you've got great rituals for not just maximizing business, but your family and just squeezing all the juice out of life. You know? Are are there books or rituals or recipes that you subscribe to to make sure that you're optimizing all the things that matter to you? Good question.

  23. Feeling

    I mean, continuously learning, continuously in masterminds, continuously with with, with mentors. I think a lot of it's absorbed, and caught, rather than just, you know, listened to. So I have had the privilege of spending, substantial amount of time with people like John Maxwell and Don Winter, and, Lloyd Reeb, if you haven't heard of Lloyd Reeb, and a 100 x. These are these are, Don and Lloyd are definitely mentors of mine, and and John's like, you know, I've I think I spent, like, six I was just with John again on Friday. Like, six or seven different, events where I've with John and his plane on a on a missions trip with my daughter and and then all these other events, like and it's just it starts to compound the consistency. Right?

    And now and so I saw John on Friday, and it was it's twenty it's twenty twenty six. And I go, John, you're not gonna believe it. I said, first of all, happy new year, John. And he's sitting down, and we're in the we're in the backroom with with Sage Steele, John Maxwell, Ed Mylett, who we just talked to, and and, Joe Johnson. This is a life search event if you've ever heard of that. If you haven't, go to it. It's amazing. And we're all hanging out. I'm like, Johnny. You know what? And he goes, hey, Brett. And I'm like and he kinda knows me now. I'm like, how do you kinda know me? I'm like, wow. Because I've been with you a lot of times now. It's kinda cool. I'm like, I gotta tell you something, John. You're not gonna believe this. 2026, and guess what, John? You look younger than you did in 2025. And, you know, the guy's, you know, 70 years old. He got a kick out of it.

    But, it's that kind of a rapport and that kind of connection with people, that helps you, I think, to grow when you get around great, amazing leaders. So I've been fortunate to be in rooms in the last two years since, you know, since we moved that, I'm blown away, and I think a lot of it is is absorbed. I get to see the intentionality, the purpose, the impact they're making, and it helps it helps me to level up.

    This is part of why GoBundance is so great too. Not a part of GoBendness yet, because I'm a part of these other ones, but but, you know, you're in these rooms, you can't help but level up. Right? You can't help but but move, at a different pace, in a different urgency to what we we're called to do. And I believe we're all called to a purpose in this life.

    And but if you're not around those who are also moving at that pace, it's easy to slow down and get caught in the average in the 95% out there who do not have goals, do not have intentionality, do not live with purpose. They're living in, apprehension every day instead of anticipation, and it's, it's sad. It's honestly sad. So I don't wanna be a part of that, you know, and I wanna be I wanna be helping others to level up.

  24. Why

    That's amazing. And John just turned 79,

  25. Feeling

    if you can believe that. Oh, I see. I can pull him. I'll tell you, I'll look a day over. He's 65. I mean, come on, man. You're just getting your senior card, but 70, that's incredible.

  26. Why

    Yeah. He's he actually is the healthiest he's been this last year, which is fantastic. So Yeah. You know, with that said, Brett, we've got people out there that are either at that million dollars that they're probably gonna be in this position or they're getting close. So, like, how would they get ahold of you? Like, share how the best way that they can have this consultation with you to be able to plan for their future and set themselves up for this, you know, this this bigger vision like you've shared.

    Yeah. First thing I'll say is we, we promise to never talk to you anything. If it's not a good fit, if it's not a good fit, you let us know, and, no problem at all. We work on a conditional basis, meaning we'll do the planning that, we it's a trust that we form, the legal analysis, the financial analysis

  27. Feeling

    of the exit in the capital gains tax. That's our portion. And, if it doesn't work out, no problem. Like, quick track record with the tax attorney who created the structure. It's thousands of transactions, close to thirty years. All the audits, you know, changed, no findings. Businesses of all type, Bitcoin, stock, real estate, primary homes.

    But we wrote a book on it with Kevin Harrington from Shark Tank, which is which we we're pretty proud of. It's called Building a Capital Gains Tax Exit Plan. So you spent ten thousand hours building your thing. Right? Why not spend an hour or two reading a book that can keep an extra 20 to 50% more working for you at your closing? It's kind of a no brainer. Pick up the book on Amazon or go to capitalgainstaxsolutions.com.

    And then if you have a live deal, like, you're you're looking to sell in the next really, anytime between, you know, '30, '60, '90 plus a even a year from now, like, jump on. We'll we'll walk you through. We'll build a plan, and we'll we'll put it in place for when when you're ready to execute. It can be too late, by the way. If you call us and you're like, hey. The buyers are moving contingencies. I'm closing next week, and I'm about to, you know, get hit. Like, it's probably too late.

    But had you called us, you know, prior to even thinking about selling, especially if the valuation of your business is 5,000,000 and above, great. Even if it's 1,000,000 and above, we're still happy to work with you and talk with you. If it's below a million, it's just probably too small, so you can just go ahead and, keep building it up until it is built bigger than a million. But, yeah, capitalgainstaxsolutions.com

  28. Mandy

    is the place to start. That is amazing. Sure that we get that into the show notes, Brett. You've said a couple of things that I have written down and put a star next to that I I I wanna send back your way. The power of and and how powerful that is, and we always talk about how do we scale without sacrifice. That that so resonates with all the things that we do.

    And, pray, guess, and go, I feel like that could also be the title of the book. Kelly, did you have any favorites?

  29. Why

    Oh my goodness. There are so many. I wish we could just sit here and chat forever, about anything but taxes just in my world. But, I mean, definitely, biggest thing is that you have to have this vision for the life that you wanna create, that your business is a part of. Too many people just put their business first and and just kudos to you on making decisions for your family that I know that you're gonna end up, you know, benefiting from forever. And then the second big thing is just that this this constantly learning and growing and surrounding yourself with other people that set, you know, just set a bar really high. I think we all need to do that, especially as as achievers with so many of us on here.

    But, Brett, thank you so much for joining us on the Power Up Your Life podcast. We will make sure that we get all of Brett's information in the show notes so that you can reach out. And if you haven't built that, you know, that that, equity position in real estate, Bitcoin, your business, whatever it might be as you're trending there, don't forget to reach out to the Capital Gains, tax solution team.

    So I just appreciate everybody. If this show resonated with you, make sure you share it with your friends, check it out, and and give us a review too. So check out Power Up Your Life Now for all the resources that you need to grow your business. And, Brett, just best to you and your family, and we will talk with you next time.

  30. Mandy

    Thanks, Brett. Thanks for joining us today on the Power Up Your Life podcast. If you got value from today's episode, make sure that you like and subscribe and send this episode to someone who needs to hear some wins like this.

    If you need to power up your business, head over to Power Up Your Life Now where you can see all of the resources that our team has to power up your business. We'll see you on the next episode.