When it comes to selling a highly appreciated asset, a Deferred Sales Trust (DST) can provide you with an excellent opportunity to defer capital gains taxes, manage your tax liability, and reinvest the proceeds. One of the key advantages of a DST is its flexibility, particularly in how installment payments are structured and managed.
Blog
The Use of Alternative Investments within the Deferred Sales Trust
The Deferred Sales Trust is designed so that the proceeds of the sale of a business, real property or highly appreciated collectables can achieve tax deferred status. The original seller of the appreciated asset first sells the asset to the Trustee of the Trust, who then “re-sells” the property to another qualified buyer. The transaction is effectively completed in what could often be termed a double escrow.
Webinar Replay: Turn Capital Gains Taxes from a Stumbling Block into a Stepping Stone
Did you miss our recent webinar on Guidelines for a Deferred Sales Trust to Qualify? Or maybe you want to revisit the valuable insights shared during the session. Here is access to the recording
Capital Gains Tax Worries? Learn How This Strategy Can Help You Save.
The Deferred Sales Trust (DST) is a powerful tool for deferring capital gains tax deferral when selling appreciated assets. However, its intricacies can sometimes lead to many questions. We’ve address some of the most frequently asked questions to help you better understand how the DST works and how it can benefit you.
How Elon Musk Could Have Deferred Millions in Capital Gains with this Strategy
Elon Musk, the CEO of Tesla and SpaceX, is no stranger to headlines. With all his many financial maneuvers, the sale of $2 billion worth of Tesla stock in 2021 stands out. But what if Musk had used a Deferred Sales Trust (DST) to manage his capital gains tax liability? Let’s explore how this strategy could have saved him millions.