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11 - The Future of Wealth Transfer: How AI Can Help You Minimize Tax Liabilities with Capital Gains Tax Solutions' Brett Swarts
24th October 2025 • Scaling Smarter • David Hirschfeld
00:00:00 00:15:23

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In this episode of Scaling Smarter: Concept to Cash Flow, David Hirschfeld speaks with the Founder of Capital Gains Tax Solutions, Brett Swarts. Brett shares his journey from real estate brokerage to helping clients minimize tax liabilities through strategic exits.

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.

Think you'd be a great guest on the show? Apply HERE.

Connect with Brett on LinkedIn HERE.

Check out Brett's work HERE.

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