In this webinar, DST Trustee and Reef Point’s CEO, Greg Reese, shares a smart strategy that will increase your seller’s net proceeds. This game-changing idea not only reduces the burdens on your seller by deferring their capital gains taxes but it gives YOU a direct advantage over your competition. The Deferred Sales Trust™ strategy gives you an advantage over the competition.
DST Trustee and Reef Point’s CEO, Greg Reese, interviews Matt Manavi MBA, CEO of Transworld Business Advisors of Orange. They provide an overview of the Business Broker’s responsibilities and the best options available to reduce tax impact for clients; CRTs, Opportunity Zones or Deferred Sales Trust.
Real Estate
Webinar Replay: How the DST Helps Business Brokers Mitigate Tax Impact
Business Brokers are an invaluable resource for anyone looking to sell or buy a private business. From a seller’s perspective, it is often said that an experienced Business Broker will help you get your deal done and significantly increase the deal value due to their specialized training.
DST Trustee and Reef Point’s CEO, Greg Reese, interviews Matt Manavi MBA, CEO of Transworld Business Advisors of Orange. They provide an overview of the Business Broker’s responsibilities and the best options available to reduce tax impact for clients; CRTs, Opportunity Zones or Deferred Sales Trust.
Case Study: How the DST Helped June and John Preserve Their Family Wealth
June and John were a gregarious couple who owned and operated a successful upscale restaurant in San Francisco. They not only owned the restaurant, but also the building in which it was located. While they loved their business, they were now in their late 50s and looking forward to retirement. As often happens, however, none of their three grown children had any interest in taking over the business.
Webinar Replay: Capital Gains Worries? Learn How to Create an Exit Strategy and Wealth Plan with Two Deferred Sales Trust™ Solutions
One of the most intriguing features of the Deferred Sales Trust is the ability to combine both of our two main structures to both defer the capital gains taxes, and to position assets that generate a lifetime income for you and then pass your growing underlying principal to your designated heirs OUTSIDE of your taxable estate (e.g. Not subject to the 40% + estate tax). This combination is what we refer to as the DST Plus.
Webinar Replay: How to Defer Capital Gains on Cryptocurrency and other Digital Assets
If you’re invested in cryptocurrency, you know that you can make huge profits on these types of non fungible tokens (NFTs). A DST can assist with deferring capital gains by transferring them into a DST instead of directly selling them to or exchanging them with your intended recipient.