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
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- What if fear over Capital Gains Taxes were no longer a reason NOT to Sell?