If you’re a legal or financial professional who caters to a high-asset clientele, you should consider becoming a Deferred Sales Trust (DST) business partner. Why? Because the DST offers your clients numerous benefits when they sell their highly appreciated assets, including the following:
If you’re a professional who represents high net worth clients, you know that capital gains taxes constitute one of their main challenges when they sell a highly appreciated piece of investment real estate or a business. Today’s long-term capital gains rates are 15% for taxpayers filing jointly who make between $80,001 and $496,600 per year. For those making $496,601 or more, the rate increases to 20%. In some circumstances, they may owe an additional 3.8% on the lesser of their net investment income or the amount by which their modified adjusted gross income exceeds the statutory threshold based on their filing status.
If you’re new to the concept of a Deferred Sales Trust, you likely have a lot of questions about what DST is and how it can help you achieve your financial, investment and estate planning goals, such as the following:
Replay the “Building the Bridge with Client’s CPA or Personal Attorney” webinar hosted by Greg Reese of Reef Point, Inc. Reef Point LLC was founded by Gregory Reese and is one of only 13 Trustees in the US for Deferred Sales Trusts. Greg is also the CEO and founder of AmeriEstate Legal Plan which provides easy and affordable Estate Planning, Asset Protection, and Elder Law services with its network of provider attorneys.