When you sell an asset that has appreciated in value since the time you purchased it, you trigger the capital gains tax on the profit you made. If you held the asset for less than one year, it’s called a short-term capital gain. If you held the asset for longer than one year, it’s called a long-term capital gain.
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Decoding Your DST’s Rate of Return and Investment Advisor Fees
When you own a substantially appreciated asset you wish to sell, one of your main concerns is the amount of capital gains tax you will be required to pay and when you will be required to pay it. This is where a Deferred Sales Trust, commonly referred to as a DST, can make your life a lot easier.
[Video] DST Dialog – The History of the Deferred Sales Trust
Robert Binkele, CEO of Estate Planning Team, on the subject of “The History of the Deferred Sales Trust” to understand why the DST was created and how this program can be applied to reduce capital gains taxes and create an income stream.
Could the Election Close the DST Loophole?
A client recently asked me this question: “What, in your opinion, is the possibility that a change in presidential or congressional leadership brought about by this year’s elections could lead to the closing of the DST tax loophole?”
The Cost of Setting Up a Deferred Sales Trust is Too High … Or Is It?
From time to time a Seller of an appreciated business or property, who is interested in the Deferred Sales Trust (DST) will comment that the legal costs associated with setting up the DST are too high. But are they?