As a Certified Public Accountant, you deal with your clients’ complicated financial issues on a daily basis. These usually involve tax issues and can be quite challenging, particularly as tax laws, rules and regulations continue to change.
As a real estate professional representing high-dollar clients selling highly-appreciated properties, you know the value of increasing your listings. You also likely know that the price of homes alone surged by an astounding 19% last year and is predicted to surge even more in the next five years.
As a legal, tax, real estate or investment professional, you provide many critical services to your well-to-do clients. But can you provide them with the comprehensive services they need to coordinate their tax, estate, investment and retirement planning?
Experts agree that a business must add value to the products and services it sells in order to make a profit. Adding value also gives you additional benefits, including such things as the following:
As a CPA helping high-asset clients create and maintain their wealth, you hold an exceptionally prestigious, albeit challenging, position. You’re the expert to whom they look to help them maximize their profits, minimize their tax liability and shield them, to the greatest extent possible, from IRS audits. But how do you do this, especially in light of the major tax changes likely coming in the near future? The Deferred Sales Trust (DST) may be just the answer you and your clients are looking for.