11 - The Future of Wealth Transfer: How AI Can Help You Minimize Tax Liabilities
Scaling Smarter with Brett Swarts: How AI and Smart Tax Strategies Empower Business Growth
In this episode of the Scaling Smarter: Concept to Cash Flow Podcast, host David Hirschfeld, Founder and CEO of Tekyz, sits down with Brett Swarts, CEO of Capital Gains Tax Solutions, to discuss how entrepreneurs can leverage both AI and advanced tax strategies to scale efficiently and preserve wealth. Drawing from his extensive experience in real estate and financial advisory, Brett shares how business owners can use technology to streamline workflows and design smarter exit strategies that protect their capital while positioning them for long-term success.
Building Smarter Wealth Through AI and Strategic Tax Deferral
Brett Swarts built his company around a single idea—helping business owners and investors keep more of what they earn. He explains that one of the biggest obstacles entrepreneurs face when exiting a business or selling an investment property is the heavy tax burden that follows. Through strategies like the Deferred Sales Trust and 1031 exchanges, Brett’s firm helps clients legally defer capital gains taxes, freeing up capital for reinvestment and wealth building. “Taxes shouldn’t be a barrier to your next big move—they should be part of your growth strategy,” he emphasizes.
Beyond tax deferral, Brett also shares how AI and workflow automation are transforming his business operations. Using tools like ChatGPT and other AI platforms, his team automates note-taking, client communication, and even content generation—saving hours of administrative work each week. He stresses that AI isn’t just for tech companies; it’s for any business looking to amplify productivity and consistency. “Automation doesn’t replace people—it empowers them to focus on what drives growth,” Brett says, describing how his firm uses automation to enhance, not replace, human expertise.
Finally, Brett and David explore the leadership mindset required to guide teams through AI adoption. Implementing technology is as much a cultural shift as it is an operational one. Brett encourages leaders to dedicate time to exploring AI tools, training their teams, and modeling adoption from the top down. Whether you’re optimizing your sales process or managing a major liquidity event, Brett’s message is clear: combining financial intelligence with technological agility is the key to scaling smarter in today’s economy.
About Brett Swarts
Brett Swarts is the Founder and CEO of Capital Gains Tax Solutions, where he helps business owners, real estate investors, and financial advisors implement tax deferral strategies that preserve wealth and enable smarter reinvestment. He is also the host of the Capital Gains Tax Solutions Podcast and a thought leader on the intersection of finance, technology, and entrepreneurship.
About Capital Gains Tax Solutions
Capital Gains Tax Solutions provides innovative exit strategies for investors and business owners who want to defer capital gains taxes and maximize liquidity during major asset sales. The firm specializes in Deferred Sales Trusts, 1031 exchanges, and other advanced tax strategies that support long-term wealth creation and reinvestment.
Links Mentioned in This Episode
Key Episode Highlights
How tax deferral strategies like Deferred Sales Trusts and 1031 exchanges unlock reinvestment capital.
Why early exit planning creates better financial outcomes for founders and investors.
How AI-driven workflow automation increases efficiency and consistency across teams.
The leadership mindset needed to successfully implement AI across your organization.
How combining financial strategy and technology drives smarter, more sustainable growth.
Conclusion
Brett Swarts’ story demonstrates how innovation in both finance and technology can completely reshape the way entrepreneurs grow and protect their wealth. His insights offer a roadmap for founders who want to scale strategically—by planning their exits intelligently, leveraging automation to save time, and empowering their teams through technology. The future belongs to leaders who integrate financial acumen with digital innovation—and take action before opportunity passes them by.
If you’re ready to explore how smarter scaling can transform your software business, start by visiting Tekyz.com to learn more. And if you’re a founder, CEO, or business leader with a story worth sharing, apply here to be a guest on the Scaling Smarter: Concept to Cash Flow Podcast.
In case you're
