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 significantly reduce how much you benefit from the sale. Furthermore, gains not secured in a trust are subject to probate if you hold them in your estate to pass on to your heirs.
Transition Strategies for Family Businesses
If your family is like many who own a business, you intend to keep it in the family across generations. However, it is also an asset that offers potential security after you pass, regardless of whether the company remains in the family.
Qualified Opportunity Zones: What You Should Know
A Qualified Opportunity Zone is an economically distressed community within the United States. The US Census defines potential qualified opportunity zones, and then a state governor nominates them: the Secretary of the Treasury certifies them.
Selling When It’s Right For You: The DST Exit Strategy
As a savvy investor, you know that there’s a time to buy and a time to sell. But what’s your exit strategy when it comes to selling one of your high-dollar, highly appreciated assets such as your business, a real estate investment, or even your personal residence?
Guide To Structuring — and Restructuring — the Repayment Terms of Your DST Installment Note
If you’ve been reading the various blogs and information pages on our Reef Point website, you already know that when you utilize the Deferred Sales Trust (DST) strategy to sell one of your highly appreciated assets, you pay no immediate capital gains tax because you have not actually or constructively received any capital gains on your sale.