Deferred Sales Trust News
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How Do Capital Gains Work?
The federal and most state governments consider any property you own to be an asset. Profiting from an asset’s sale results in a monetary (or capital) gain. When the sale meets specified criteria, the government...
Can a Deferred Sales Trust Really Help?
If you are considering selling an asset, you might receive advice to use a deferred sales trust to defer capital gains taxes. The information about DST is often confusing. While it’s an excellent solution for...
The IRS Position on the Deferred Sales Trust
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...
Tax Planning Strategies for Personal, Estate and Business Income in 2023
2023 is already well underway, but it isn’t too late to start planning ways to minimize your tax obligations for the year. It pays to scrutinize your income streams to determine where you can make...
What You Need To Know About a Deferred Sales Trust
A Deferred Sales Trust is an innovative legal tax strategy that allows you to defer capital gains taxes on selling highly appreciated assets. It’s growing faster than any other tax mitigation strategy in the U.S....
Important Tax Deadlines To Keep in Mind
Every year, the Internal Revenue Service chooses a date at the end of January to mark the beginning of tax filing season. In 2023, that date was Monday, January 23rd. The traditional filing deadline is...
IRC 453 Installment Sales: Can the DST still work if the Seller is doing a Seller Carry-Back note directly with the Ultimate Buyer? Part 2 of 2
Yes, the seller may incorporate both a Deferred Sales Trust and a direct seller carry-back with the ultimate buyer. Both techniques are governed by the same IRS Code (IRC 453) and both allow the Seller...
IRC 453 Installment Sales: Understanding the Tax Implications – Part 1 of 2
An installment sale is a type of sale in which the buyer pays the seller in installments over time, rather than in a lump sum payment. In the United States, these sales are governed by...
Do You Have Control Over a Deferred Sales Trust?
If you invest in real estate property or other high-value holdings, you may owe the federal government and your state capital gains taxes if you sell the property and profit from it. These taxes can...