Capital Gains Tax Solutions Podcast · Brett Swarts

Escape the Tax Trap: How to Get Passive Income from Your Business or Real Estate Exit

·24 min·2 clips
How a $2 million property can generate $200,000 yearly passive income without touching the principal.
This episode explores how business and real estate owners can use a deferred sales trust to defer capital gains taxes when exiting highly appreciated assets. Host Brett Swarts and guests Dan Palmer and Susan Trujillo share deal stories, explain the strategy's flexibility for generating passive income, and contrast it with traditional options like 1031 exchanges.

As heard by us

A practical exit-planning conversation for owners trying to reduce tax friction and leave room for legacy.

Capital gains tax is treated here as a practical problem at the end of a sale, not as a theory exercise. Brett Swartz asks how owners of businesses, real estate, and other appreciated assets can keep more of their money working after they exit without getting hit by a large tax…

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Why you'd press play

If you're facing a business, real estate, or other highly appreciated asset sale and want to keep more of the upside, this gives you the exit-planning angle.

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