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…
Steven and Rene are a successful couple who owned an insurance agency they recently sold…
Joe owns a manufacturing business in the Mid West that provides automotive and aircraft parts. …
It is not uncommon for friends or family members to pool their resources together to…
This is the story about a family who had been investing in Real Estate for…
Visit Our Partner Center
- Help your clients reap the benefits of modern strategies to defer taxes and grow their portfolio while minimizing the risk. In addition to adding value to current clients, you’ll expand your services to new prospects.
- Professionals are looking for innovative ways to earn business.
- Increase Your Prospective Client’s Motivation
- What if fear over Capital Gains Taxes were no longer a reason NOT to Sell?