As a savvy investor, you know that there’s a time to buy and a time to sell. But what’s your exit strategy when it comes to selling one of your high-dollar, highly appreciated assets such as your business, a real estate investment, or even your personal residence?
If you’ve been reading the various blogs and information pages on our Reef Point website, you already know that when you utilize the Deferred Sales Trust (DST) strategy to sell one of your highly appreciated assets, you pay no immediate capital gains tax because you have not actually or constructively received any capital gains on your sale.
You likely have heard about the Deferred Sales Trust (DST) and how it allows you to sell a highly-appreciated asset without paying any immediate capital gains taxes. But are you aware that there are two DST structures from which you can choose? There are: the Standard DST and the DST Plus. You can even combine the two for maximum flexibility.
Business Brokers are an invaluable resource for anyone looking to sell or buy a private business. From a seller’s perspective, it is often said that an experienced Business Broker will help you get your deal done and significantly increase the deal value due to their specialized training.
DST Trustee and Reef Point’s CEO, Greg Reese, interviews Matt Manavi MBA, CEO of Transworld Business Advisors of Orange. They provide an overview of the Business Broker’s responsibilities and the best options available to reduce tax impact for clients; CRTs, Opportunity Zones or Deferred Sales Trust.
When you wish to sell one of your high-dollar, highly appreciated assets, one of your main concerns likely is the amount of long-term capital gains taxes you will have to pay. This is where the Deferred Sales Trust (DST) can solve your problem. Using this tax-saving strategy, you can sell your asset with no immediate capital gains liability. Instead, any capital gains taxes you owe can be deferred almost indefinitely.