After holding Bitcoin since its early days, one couple decided it was time to diversify. But with a significant gain on their hands, selling meant facing a seven-figure tax bill until they learned how the Deferred Sales Trust (DST) can help defer capital gains. Using the Deferred Sales Trust (DST), they were able to defer over $1.2 million in taxes […]
Multiple Partners – Business and Real Estate Exit Strategy
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 decided to retire at the same time. Our 3 physicians are Dr. George, Dr. Alex and Dr. Ed. Each are in their late 60’s to early 70’s and married. After […]
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 to two of their children. They moved to California in the late 1990’s after Steven left the Marine Corp. They bought a big beautiful home in Newport Beach during a recent real estate downturn and raised four children there. While […]
Case Study: DST Business Exit Strategy
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 has grown steadily. Joe had been thinking about retiring in about 5 to 7 years, but recently his wife contracted a medical condition that requires he spend more time […]
DST as Solution to Dissolution of Real Estate Partnership
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 where they systematically use a vehicle known as a 1031 exchange to reinvest in more valuable properties using tax deferral to allow their assets to grow more quickly. As with […]