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
This is the story of 3 physicians who built a medical practice as a professional partnership, bought a medical building along the way and all …
Steven and Rene are a successful couple who owned an insurance agency they recently sold to two of their children. They moved to California in …
Joe owns a manufacturing business in the Mid West that provides automotive and aircraft parts. He enjoys good relationships with long-term customers and his business …
It is not uncommon for friends or family members to pool their resources together to invest in Real Estate. Often times they employ a strategy …
This is the story about a family who had been investing in Real Estate for years who found themselves vulnerable due to the onset of …
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