Avoiding capital gains tax may be the primary selling point of a Deferred Sales Trust, yet it is not the only benefit. Furthermore, some may even argue that deferring taxes is not even its best feature, considering the flexibility you have when structuring the trust.
Taxes
[Video] DST Dialog – Tax and Investment Benefits of the Deferred Sales Trust
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Join Greg Reese and Shauna Wekherlien, the “Tax Goddess”, to explore tax and investment benefits of the Deferred Sales Trust in this exciting webinar. Shauna is a CPA, MTax, CTC, CTS, the owner of Tax Goddess Business Services, PC, and is in the top 1% of Tax Strategists in the country.
Can a DST Ease the Financial Strain of a Divorce?
The Deferred Sales Trust is a tax strategy that uses the proceeds from the sale of virtually any asset to establish a trust held by a certified, third-party Deferred Sales Trustee. Read about two scenarios with varying degrees of post-divorce capital gain realization where the Deferred Sales Trust tax strategy would have been useful.
A Tax Strategy For Selling Multi-Million Dollar Homes
Most Americans have realized good appreciation in their home values from 2008 – 2018. With an IRS exclusion of $250,000 per person and $500,000 per couple, they can realize a handsome profit after two or more years of owning and residing in that home.
The Core Team of Professionals That Create and Manage DSTs
There is rarely a single person behind any wealth management strategy, and a Deferred Sales Trust is no different.
A DST has two beneficial uses: First, it allows you to structure an asset sale to defer the capital gains tax payments indefinitely. Second, it provides a vehicle for you to invest the full proceeds to best suit your financial and lifestyle objectives.