Webinar Replay: Understanding DSTs and Financial Mechanisms
Have you ever felt confused about Deferred Sales Trusts® compared to the Delaware Statutory Trust, Charitable Remainder Trust, and/or Opportunity Zones? You’re not alone! In our webinar we break down the intricacies of DSTs and guide you through the differences between the other financial mechanisms, Delaware Statutory Trust, Charitable Remainder Trust, and Opportunity Zones.
While the acronyms are both “DST”, the Deferred Sales Trust is a tax strategy whereas the Delaware Statutory Trust is an investment vehicle. Deferred Sales Trust allows sellers of highly appreciated assets to sell that asset, defer the taxes owed in the year of sale, and have flexible investment options. The Delaware Statutory Trust is fractional ownership of investment real estate, and Charitable Remainder Trusts blend financial planning with philanthropy, providing income before contributing the remaining assets to charity. Additionally, Opportunity Zones offer tax incentives by directing capital gains into qualifying projects for community development. Join our webinar to dive deeper and learn further!
Webinar Highlights:
- Comparative Analysis: We’ll break down and compare DSTs with other financial mechanisms, including Delaware Statutory Trusts, Charitable Remainder Trusts, and Opportunity Zones
- Navigating Financial Mechanisms: Uncover the mysteries surrounding various financial mechanisms, Delaware Statutory Trusts, Charitable Remainder Trusts, and Opportunity Zones and understand the distinctions and benefits of each.
- Learn the key differences between these financial tools to make informed decisions aligned with your financial goals and when each is most beneficial.
Webinar Date: December 13th, 2023
Intrigued and Want to Know More?
If all of the above appeals to you and you want to find out more about the benefits of partnering with Reef Point, contact us today. Greg Reese will be happy to answer any questions you have, and also give you a free DST analysis.