Deferred Sales Trust Case Studies
Featured Case Studies
Sale of Investment Product
Someone who wants to sell an investment product they have owned for a while benefits from using a DST.
Business Exit Strategy
A business owner who is looking to sell their business and see how they can defer taxes once their business sells.
Sale of Primary Residence
Use this unique Tax Strategy to sell a primary residence when you need to move and a lot of appreciation has accumulated.
The Case Study of Dave and Pete
Real Estate or Business Exit Strategy
Additional Case Studies
Case Study: Avoiding a $1.2M Tax Bill on Bitcoin Gains
After holding Bitcoin since its early days, one couple decided it was time to diversify….
Multiple Partners – Business and Real Estate Exit Strategy
This is the story of 3 physicians who built a medical practice as a professional…
Case Study: Using a DST During the Sale of Primary Residence
Steven and Rene are a successful couple who owned an insurance agency they recently sold…
Case Study: DST Business Exit Strategy
Joe owns a manufacturing business in the Mid West that provides automotive and aircraft parts. …
DST as Solution to Dissolution of Real Estate Partnership
It is not uncommon for friends or family members to pool their resources together to…
Investment Real Estate – DST as a 1031 Exchange Alternative
This is the story about a family who had been investing in Real Estate for…
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