The Deferred Sales Trust (DST) is a powerful tool for deferring capital gains tax deferral when selling appreciated assets. However, its intricacies can sometimes lead to many questions. We’ve address some of the most frequently asked questions to help you better understand how the DST works and how it can benefit you.
Capital Gains
How Elon Musk Could Have Deferred Millions in Capital Gains with this Strategy
Elon Musk, the CEO of Tesla and SpaceX, is no stranger to headlines. With all his many financial maneuvers, the sale of $2 billion worth of Tesla stock in 2021 stands out. But what if Musk had used a Deferred Sales Trust (DST) to manage his capital gains tax liability? Let’s explore how this strategy could have saved him millions.
Webinar Replay: Business Development to Accelerate your Growth
In this informative webinar about the Deferred Sales Trust ™ and how Business Development can Accelerate your Growth, we interview Paul Brar, our new Director of Business Development, who discusses how to use a Deferred Sales Trust as a growth tool based on his previous experience in Asset Management.
How Do Capital Gains Work?
The federal and most state governments consider any property you own to be an asset. Profiting from an asset’s sale results in a monetary (or capital) gain. When the sale meets specified criteria, the government levies a tax on the profit. There are two types of capital gains taxes and tax rates. You incur taxes for the year you sell the asset unless you use a strategy that qualifies for deferment, such as a deferred sales trust.
Webinar Replay: The Benefit of Deferred Sales Trust – Stock Sales vs. an Asset Sale of a Business
In this webinar Greg Reese, President of Reef Point and DST Trustee, explains the difference between a stock sale vs. an asset sale, and how of the Deferred Sales Trust Deferred Sales Trust™ (DST) can help reduce capital gains tax.