Capital Gains Tax Solutions

What Capital Gains Tax Solutions does

Capital Gains Tax Solutions is a privately-held Nevada LLC (Capital Gains Tax Solutions NV, LLC) operating from Saint Augustine, Florida, that functions as a specialized trustee and advisory firm for the Deferred Sales Trust (DST) tax deferral strategy. Founded by Brett Swarts, the firm serves high-net-worth entrepreneurs, real estate investors, and business owners with $1M-$100M+ in capital gains arising from the sale of appreciated assets — including real estate, businesses, stocks, cryptocurrency, and farmland. The company leverages a regulatory structure authorized under IRC Section 453 (installment sale guidelines) to enable clients to sell assets to an independent third-party trust in exchange for a promissory note, thereby deferring capital gains taxes and freeing proceeds for reinvestment, diversification, or estate planning.

The core product is the DST arrangement itself — a legal/financial structure rather than a proprietary technology platform. Supporting tools include an online Capital Gains Tax Calculator that screens for $1M+ qualification thresholds, a Client Portal for transaction management and due diligence, and a Knowledge Base for self-service support. The firm also operates an educational arm through Expert Tax Secrets (experttaxsecrets.com), offering a Mastermind program, on-demand courses, and a free 4-day DST Crash Course that functions as top-of-funnel lead generation.

Capital Gains Tax Solutions runs a consultative, enterprise field sales motion with no upfront cost to clients — trustee fees are contingent on transaction closing ("We don't get paid until you close your sale"). Go-to-market combines direct outreach led by Brett Swarts, an embedded referral network of CPAs, tax attorneys, CRE syndicators, and financial advisors, plus content marketing through podcasts (Build it to Billions; Capital Gains Tax Solutions Podcasts), YouTube, a Fox Business Network appearance, conference circuits (Best Ever Real Estate, DLP Capital), and downloadable guides. The firm claims a 1,000+ transaction track record collectively with the tax attorney who created the DST, representing over $600 million in client asset exits and a perfect legal record across 30+ IRS and state audits.

Name

Capital Gains Tax Solutions

Legal name

Capital Gains Tax Solutions NV, LLC

Website

https://capitalgainstaxsolutions.com

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

1–10 employees

Short description

Capital Gains Tax Solutions is a private Nevada LLC that provides Deferred Sales Trust trustee services, helping high-net-worth entrepreneurs and real estate investors with $1M-$100M+ in capital gains legally defer taxes on asset sales under IRC Section 453.

Ownership category

akta.pro rank

Product category

Tax Planning Services

NAICS

Trust, Fiduciary, and Custody Activities (523991)

SIC

Real Estate Agents & Managers (For Others) (6531)

akta.pro primary industry

1031 Exchange Intermediary Services (BPAJAOAL)

Keywords

• Capital gains tax deferral
• Deferred sales trust
• 1031 exchange alternatives
• Installment sale strategy
• High net worth tax planning

Headquarters

HQ city

Saint Augustine

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. DST Trustee Services: Trustee fees for managing Deferred Sales Trust structures. Fees are contingent on closing — 'We don't get paid until you close your sale.' No specific fee structure disclosed publicly.
2. Referral Services: Referral services connecting clients with tax attorneys, CPAs, CRE syndicators, financial advisors, and real estate professionals. May include referral fees from professional partners.
3. Educational Programs: Revenue from Mastermind programs and on-demand courses (experttaxsecrets.com). Free short course (4-day DST Crash Course) used as lead generation, with paid advanced programs.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels10 records

Core offering

Capital Gains Tax Solutions serves as a trustee for the Deferred Sales Trust (DST), an installment sale structure under IRC Section 453 that enables sellers of highly appreciated assets (real estate, businesses, stocks, cryptocurrency, farmland) to defer capital gains taxes by selling to an independent trust in exchange for a promissory note. Services are delivered through a consultative engagement: a no-cost discovery call, a conditional engagement agreement, deep-dive sessions with tax attorneys and financial advisors, and execution at escrow closing, with trustee fees contingent on close.

Product overview

Capital Gains Tax Solutions offers a suite of services centered on the Deferred Sales Trust (DST) as the core product—a tax deferral strategy operating under IRS Section 453 installment sale regulations. The company provides the DST as its primary offering, supported by complementary tools including a Capital Gains Tax Calculator for qualification assessment, a Client Portal for transaction management, and a Knowledge Base for client support. Educational offerings include a Free DST Short Course and various content resources. The company also offers consultation services with a conditional engagement agreement and pressure-free promise. All services are designed to help high-net-worth entrepreneurs and real estate investors ($1M+ in gains) defer capital gains taxes when selling appreciated assets while maintaining investment flexibility and liquidity.

Differentiator

Problem solved

Functional benefit

Products and services

• Deferred Sales Trust (DST) Trustee Service The firm's flagship service: acting as trustee for a Deferred Sales Trust under IRC Section 453, allowing clients to sell highly appreciated assets (real estate, businesses, stocks, cryptocurrency, farmland) to an independent third-party trust in exchange for a promissory note, deferring capital gains taxes until installment payments are received. Delivered via a consultative engagement with conditional fees paid only at escrow closing.
• Expert Tax Secrets Mastermind and On-Demand Courses Subscription-style paid educational programs covering advanced DST strategy and capital gains tax planning, delivered alongside the firm's free 4-day DST Crash Course (lead generation). Marketed to financial professionals and clients.

Quantifiable outcome

• Clients have exited over $600 million in assets while deferring capital gains taxes
• +4 more outcomes

Named customers14 records

Segments3 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

Six partnerships are on record, tiered core, flagship and minor.

• Tax Attorney Who Created the DSTcoreStrategic or Co-development PartnerLong-standing partnership with the original creator of the Deferred Sales Trust structure. This tax attorney provides lifetime audit defense for all DST clients, has defended DST in all audits, and continues to provide legal expertise. Collectively they've closed 1,000+ transactions representing billions in assets.
• Kevin Harrington (Shark Tank)flagshipGTM or Marketing PartnerKevin Harrington from Shark Tank appeared with Brett Swarts on 'American Entrepreneur' show discussing DST benefits. Features prominently in marketing materials and YouTube content. Major credibility multiplier for brand.
• CPAs and Tax ProfessionalscoreImplementation/ SI/ Consulting PartnerNetwork of CPA firms and tax professionals who work with clients on DST implementations. Advisors help clients navigate tax implications and ensure compliance.
• Real Estate Professionals & CRE SyndicatorscoreImplementation/ SI/ Consulting PartnerPartnership with commercial real estate brokers, syndicators, and real estate professionals who help identify DST investment opportunities and manage property transactions.
• Financial AdvisorscoreImplementation/ SI/ Consulting PartnerNetwork of financial advisors who help clients with investment planning and allocation of DST proceeds across various asset classes.
• DLP CapitalminorGTM or Marketing PartnerAppears as partner/co-sponsor on content and events. DLP Capital Conference appearance by Brett Swarts.

Scale indicators8 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Equity Advantage: 1031 exchange accommodator serving real estate investors and business owners with tax-deferred exchange solutions. Comparable clientele and transaction-based fee model overlapping with CGTS's DST offering.
• Dominion Financial Services: Provides Deferred Sales Trust trustee and capital gains tax deferral services to high-net-worth sellers across real estate, business, and securities exits. Directly competes with CGTS in the DST niche with overlapping target customers and product.
• IPX1031: National 1031 exchange intermediary serving real estate investors and high-net-worth sellers seeking tax-deferred transactions. Comparable target customer and transaction-fee business model, competing on the broader tax-deferral positioning.
• NuView Trust Company: Specialized trustee for Deferred Sales Trust and installment sale trust structures serving investors and business sellers seeking capital gains deferral. Closest functional peer to CGTS in DST trustee services.
• Asset Preservation: Qualified intermediary offering 1031 exchange services and DST-adjacent tax-deferred strategies for real estate and business exits. Comparable client base of high-net-worth sellers, overlapping product with CGTS's DST offering.
• Strategic Capital: Provides Deferred Sales Trust implementation and capital gains tax deferral advisory for sellers of businesses and real estate. Direct functional peer to CGTS in structuring and administering DST transactions for high-net-worth clients.
• Midland 1031: Qualified intermediary for 1031 exchanges and DST-related tax-deferred real estate transactions. Comparable transaction-fee revenue model and high-net-worth client focus overlapping with CGTS.

Broad incumbents

• JTC Group: Global provider of corporate, trust, and fund administration services including fiduciary and trustee services. Comparable in providing trust infrastructure that could support DST-style structures, but operates as a multi-product incumbent rather than a DST specialist.
• First American Exchange Company: Large national 1031 exchange intermediary operated within First American's title and escrow platform. Offers overlapping tax-deferral capabilities but as part of a broader real estate services portfolio rather than a focused DST niche.

Emerging players

• 1031 Crowdfunding: Online platform combining 1031 exchanges with DST and Delaware Statutory Trust investment opportunities for real estate investors. Comparable high-net-worth target market and DST exposure, but with a tech-enabled brokerage angle versus CGTS's advisory-led model.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/channel/UCAykQNmIWZ0KARBeVWcQxUA
• LinkedInlinkedin.com/company/capital-gains-tax-solutions
• Facebookfacebook.com/capitalgainstaxsolutions

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Capital Gains Tax Solutions