Reef Point, LLC
Deferring Recoginition of Capital Gains
During this webinar, we answered key questions, including:
What exactly is a Deferred Sales Trust?
Can I use a DST for my primary residence sale?
Can I combine a 1031 Exchange with a DST?
How does allocation impact my business sale?
What if my business sale involves a seller carry back?
What is the role of the trustee in a DST?
If you have any questions or want to explore how a DST might apply t
When it comes to deferring capital gains on the sale of appreciated assets such as real estate, a business, or collectibles, the Deferred Sales Trust (DST) continues to stand out as a flexible and powerful strategy. One of the most effective ways to explain its advantages is by comparing it to something more familiar self-directed 401(k).
During this webinar, we answered key questions, including:
What exactly is a Deferred Sales Trust?
Can I use a DST for my primary residence sale?
Can I combine a 1031 Exchange with a DST?
How does allocation impact my business sale?
What if my business sale involves a seller carry back?
What is the role of the trustee in a DST?
If you have any questions or want to explore how a DST might apply t
If you hold substantially appreciated assets, selling those assets can result in a hefty tax bill. Turning over a sizable proportion of the profits from the sale significantly reduces the benefits you gain from making a sound investment decision. However, you don’t necessarily need to take such a hit, at least not upfront. It is […]
For business owners and investors looking to sell significant assets while managing tax implications, the Deferred Sales Trust (DST) offers a powerful solution. This innovative strategy enables sellers of businesses, real estate, cryptocurrency, or high-value collectibles to defer capital gains taxes while maintaining flexibility in wealth distribution.
