Deferred Sales Trust Videos and Explainers
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Compare a DST with a Self Directed 401k
DST Explainer
The Big Picture
DST Case Study
Real Estate or Business Exit Strategy
DST Tax Chat
Tax Deferment through the DST
Retirement Summit
DST Helping with Investments and Retirement Planning
DST Presentation to Land and Investment Group
DST for Real Estate Agents and Investors
More Video Resources
Growing Your Business by Offering a Deferred Sales Trust
Growing Your Business by Offering a Deferred Sales Trust Looking to expand your services and increase revenue as a business broker? Learn how adding the Deferred Sales Trust to your toolkit allows you to stand out in a competitive market, offer more value to clients, and grow your business with high-net-worth individuals.
The Hidden Cost of Selling a Business and Why This Strategy Works
The Hidden Cost of Selling a Business Most sellers don’t realize how much an immediate capital gains tax event can erode their profits. In this video, we break down the hidden costs of selling and how the Deferred Sales Trust can preserve up to 30-40% more of the seller’s net proceeds—making you the hero in the process.
Prospecting for High Net Worth Clients – Deferred Sales Trust Strategy
Prospecting for High Net Worth Clients Want to work with bigger clients and higher-value deals? In this video, we share prospecting tips and explain how offering a Deferred Sales Trust positions you as a problem-solver for high-net-worth individuals who want to sell without immediately paying the capital gains that could otherwise occur.
Case Study – Leveraging the DST to Close More Sales
Unlock the power of the Deferred Sales Trust (DST) and learn how business brokers are using this tax-deferral strategy to close more deals, faster. In this video, we share real-world examples of how offering DST solutions helps overcome objections, preserve net proceeds, and create win-win outcomes for sellers and brokers alike.
Growing Your Business by Offering a Deferred Sales Trust
Strategy: Growing Your Business by Offering DST as a Solution Explore the strategic advantages of incorporating the Deferred Sales Trust into your sales conversations. Discover how DSTs help you retain more clients, close more deals, and offer a smart, flexible solution that differentiates you from other brokers.
The Tax Smart Strategy That Sets You Apart DST & Reef Point
The Tax-Smart Strategy That Sets You Apart: DST & Reef Point Stand out in a crowded market by offering a unique tax strategy your competition isn’t talking about. Learn how partnering with Reef Point and offering the Deferred Sales Trust makes you more than just a broker—you become a trusted advisor.
Strategy Growing Your Business by Offering Deferred Sales Trust as a Solution
How Does a Deferred Sales Trust Work: Step-By-Step
If you’re a business owner or investor trying to sell a major asset a deferred sales trust could be your smartest move.You can legally defer capital gains taxes and decide how and when to access your money. The DST structure is fully IRS compliant and lets you tailor payment schedules to fit your lifestyle.
Is a Deferred Sales Trust Legal and IRS Approved
DST are structured entirely within IRS code provisions. Every transaction is carefully reviewed by qualified tax attorneys to ensure full compliance. With our three pillar approach, exploring options to defer your taxes and protect your wealth is accessible and safe.
When is the Tax on the Sale Paid Using a DST
when a client comes to us with an appreciated asset, a customized trusty for the transaction is created. This DST is set up before the sale is finalized. Right before closing the seller transfer the asset into the trust, then the buyer purchases directly from the trust.
What Kind of Investments Can Be Made inside of a DST
DST aren’t just for real estate. DST’s give you the chance to invest in a wide range of assets, all while deferring capital gains taxes. Even after the sale of a huge asset, such as a company, the tax difference is notably present after the sale compared to a non-DST option.
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