Deferred Sales Trust News

Scale Your Business with the Big Beautiful Bill – Exit Smart with a Deferred Sales Trust

How the Big Beautiful Bill Plus a Deferred Sales Trust = Maximum Tax Savings

When the Trump Administration’s “Big, Beautiful Bill” was signed into law, it created major advantages for small businesses and real estate investors. From increased deductions to immediate expensing, the tax landscape shifted in ways that...

Webinar Replay: Repositioning Investments Using the Deferred Sales Trust

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...

Compare a DST with a Self Directed 401K

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...

Case Study: Avoiding a $1.2M Tax Bill on Bitcoin Gains

After holding Bitcoin since its early days, one couple decided it was time to diversify. But with a significant gain on their hands, selling meant facing a seven-figure tax bill until they learned how the...

Webinar Replay: Top Deferred Sales Trust FAQs Answered By Experts

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...

Case Study: DST Saves New Jersey Couple $2,857,285 On Business Sale

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...

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...

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...