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 […]
Deferred Sales Trust
How Does a Deferred Sales Trust Work: Step-By-Step
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.
Timing Your Deferred Sales Trust: When to Start the Process for Maximum Tax Benefits
When it comes to deferring capital gains tax on the sale of highly appreciated assets, such as real estate, a business, or other investments, the timing is everything. A Deferred Sales Trust (DST) is a powerful tax-deferral strategy, but to take full advantage of its benefits, you must begin the process well in advance of your sale closing date.
Webinar Replay: Deferred Sales Trust vs. Monetized Installment Sale – Separating Facts from Fiction
Are you or your clients facing significant capital gains taxes on the sale of a business, investment property, or other high-value asset? In our recent webinar, Reef Point LLC provided an in-depth comparison of the Deferred Sales Trust and the Monetized Installment Sale (MIS) to help investors and advisors make informed decisions.
Business Broker Webinar Replay – The Secret to Closing More Deals
Did you miss our recent webinar on The Secret to Closing More Deals? Or maybe you want to revisit the valuable insights shared during the session. Here is access to the recording.