After holding Bitcoin since its early days, one couple decided it was time to diversify. But with a significant gain on their hands, selling meant facing a seven-figure tax bill until they learned how the Deferred Sales Trust (DST) can help defer capital gains.
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Webinar Replay: Top Deferred Sales Trust FAQs Answered By Experts
During this webinar, we answered key questions, including:
What exactly is a Deferred Sales Trust?
Can I use a DST for my primary residence sale?
Can I combine a 1031 Exchange with a DST?
How does allocation impact my business sale?
What if my business sale involves a seller carry back?
What is the role of the trustee in a DST?
If you have any questions or want to explore how a DST might apply t
Case Study: DST Saves New Jersey Couple $2,857,285 On Business Sale
If you hold substantially appreciated assets, selling those assets can result in a hefty tax bill. Turning over a sizable proportion of the profits from the sale significantly reduces the benefits you gain from making a sound investment decision. However, you don’t necessarily need to take such a hit, at least not upfront. It is […]
How Does a Deferred Sales Trust Work: Step-By-Step
For business owners and investors looking to sell significant assets while managing tax implications, the Deferred Sales Trust (DST) offers a powerful solution. This innovative strategy enables sellers of businesses, real estate, cryptocurrency, or high-value collectibles to defer capital gains taxes while maintaining flexibility in wealth distribution.
Timing Your Deferred Sales Trust: When to Start the Process for Maximum Tax Benefits
When it comes to deferring capital gains tax on the sale of highly appreciated assets, such as real estate, a business, or other investments, the timing is everything. A Deferred Sales Trust (DST) is a powerful tax-deferral strategy, but to take full advantage of its benefits, you must begin the process well in advance of your sale closing date.