11 - The Future of Wealth Transfer: How AI Can Help You Minimize Tax Liabilities

Tekyz

Published on: 24/10/2025

In this episode of "Scaling Smarter," host David Hirschfeld interviews Brett Swarts, CEO of Capital Gains Tax Solutions and an expert in capital gains tax deferral for entrepreneurs and real estate investors. He discusses leveraging AI and automation tools like ChatGPT and Gumloop to streamline business operations, the challenges of AI adoption, and the importance of leadership in driving change. Brett also explores future possibilities for AI-powered expert chatbots and emphasizes the need for proactive education as massive wealth transfers reshape the business landscape.