In this webinar Greg Reese, President of Reef Point and DST Trustee, explains the difference between a stock sale vs. an asset sale, and how of the Deferred Sales Trust Deferred Sales Trust™ (DST) can help reduce capital gains tax.
Conventional vs. Structured Installment Sales
When selling highly-appreciated assets, one of the main concerns for the seller is deferring capital gains tax. Essentially, if you sell an asset for more capital than you spent to acquire it, the government mandates that you pay tax on those gains.
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?
Setting the Repayment Terms of Your DST Installment Sale Note
As a savvy investor, you likely already know that Section 453 of the Internal Revenue Code authorizes you to utilize the installment sale method when you sell a highly appreciated assets so as to obtain favorable capital gains treatment. What you may not know, however, is that when you utilize the Deferred Sale Trust rather than a regular installment sale, this legal, safe and proprietary tax strategy gives you many additional benefits.
Lawmakers Could Convert Stocks, Avoiding Capital Gains
Under a bipartisan bill sponsored by Elizabeth Warren (D-MA) and Steve Daines (R-MT), congressional members and their spouses would not only be banned from trading stocks, but also be required sell their individual stock holdings and put their other assets in blind trusts.