Capital Gains Tax Solutions Podcast
Sep 9, 2026 · 14 min · 11 segments
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Brett SwartzHost
Dan PalmerHost
So the big tax question is this, how do wealthy people keep their money working for them when selling their business, real estate, or other highly appreciated assets without paying hundreds of thousands to millions of dollars in tax? What if we as business and real estate owners who have poured blood, sweat, and tears to growing our wealth and who didn't hire expensive tax attorneys and CPAs to map out an exit strategy knew their secrets? Instead of recreating the wheel, why can't we just model the way they deferred 30% to 50% in tax, paid off debt, funded their next business dream, and most importantly, leave a financial legacy to give to the causes we believe in most? What if their secrets weren't complicated at all, and you just need a guide who is a few steps ahead of you? That is the question, and this podcast will give you the answers.
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So the big tax question is this, how do wealthy people keep their money working for them when selling their business, real estate, or other highly appreciated assets without paying hundreds of thousands to millions of dollars in tax? What if we as business and real estate owners who have poured blood, sweat, and tears to growing our wealth and who didn't hire expensive tax attorneys and CPAs to map out an exit strategy knew their secrets? Instead of recreating the wheel, why can't we just model the way they deferred 30% to 50% in tax, paid off debt, funded their next business dream, and most importantly, leave a financial legacy to give to the causes we believe in most? What if their secrets weren't complicated at all, and you just need a guide who is a few steps ahead of you? That is the question, and this podcast will give you the answers.