Deferred sales trusts have been around for a while, yet many property owners with high-value assets are still reluctant to take advantage of them. As tax strategists and financial advisors often have differing opinions, you might hear competing perspectives about whether a DST is legal and beneficial. We want to set the record straight so you have the necessary information to determine whether a DST is right for you.
IRS
What Will You Experience After Implementing the DST?
Learn what you’ll experience when you implement the Reef Point Deferred Sales Trust (DST) before selling one of your highly appreciated asset. This safe, legal, tested and proven tax strategy can save you hundreds of thousands of dollars in capital gains and income taxes while providing you with many additional benefits, including the retirement income you desire.
Understanding IRC Section 453
Section 453 of the Internal Revenue Code authorizes installment sales when you sell highly appreciated assets, allowing you to defer capital gains taxes. It is not, however, available for all types of sales and has some serious down sides. Learn how a Reef Point Deferred Sales Trust gives you all the advantages of a conventional installment sale while solving its inherent problems.
Why the IRS Allows Deferred Sales Trusts and How You Can Benefit
Tax strategists are buzzing more and more about Deferred Sales Trusts as flexible alternatives to a 1031 exchange and valuable estate planning tools. A DST could defer capital gains tax obligations indefinitely, while producing cash flow, on the sale of any appreciated asset, not just real property.
