The Deferred Sales Trust is designed so that the proceeds of the sale of a business, real property or highly appreciated collectables can achieve tax deferred status. The original seller of the appreciated asset first sells the asset to the Trustee of the Trust, who then “re-sells” the property to another qualified buyer. The transaction is effectively completed in what could often be termed a double escrow.
Deferred Sales Trust
Webinar Replay: Turn Capital Gains Taxes from a Stumbling Block into a Stepping Stone
Did you miss our recent webinar on Guidelines for a Deferred Sales Trust to Qualify? Or maybe you want to revisit the valuable insights shared during the session. Here is access to the recording
Deferred Sales Trust: Your Solution to Biden’s Proposed Capital Gains Tax Hike
The recent article by Forbes highlights the potential impact of President Joe Biden’s proposed tax increases on capital gains, especially for high-income taxpayers. Under Biden’s FY 2025 budget, capital gains tax rates could soar to unprecedented levels, exceeding 50% in some states. This dramatic increase underscores the importance of strategic tax planning for those looking to sell highly appreciated assets. One effective strategy to consider is the Deferred Sales Trust™ (DST), which offers a way to defer capital gains tax and reduce the overall tax burden.
Webinar Replay: Guidelines for a Deferred Sales Trust to Qualify
Did you miss our recent webinar on Guidelines for a Deferred Sales Trust to Qualify? Or maybe you want to revisit the valuable insights shared during the session. Here is access to the recording
Webinar Replay: Maximizing Gains – Leveraging Deferred Sales Trust Through Changing Interest Rates
Have you ever felt confused about Deferred Sales Trusts® compared to the Delaware Statutory Trust, Charitable Remainder Trust, and/or Opportunity Zones? You’re not alone! In our webinar we break down the intricacies of DSTs and guide you through the differences between the other financial mechanisms, Delaware Statutory Trust, Charitable Remainder Trust, and Opportunity Zones.