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Deferring Recoginition of Capital Gains

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What are the Differences Between a Deferred Sales Trust (DST) and a Charitable Remainder Trust (CRT)?

Reef Point LLC · February 4, 2018 ·

There are perfectly legal ways to defer capital gains tax and reduce your overall tax burden.

deferred sales trust can be a useful strategy for retirees

Those of you who own highly appreciated assets such as homes, businesses, commercial and residential real estate, even high value collectibles, are often reluctant to sell that asset because of the capital gains tax and depreciation recapture costs associated with the sale. There are perfectly legal ways to defer capital gains tax and reduce your overall tax burden.

Deferring taxes legally is not new. Some commonly used tax deferral methods include 1031 exchanges, charitable trusts, traditional seller carry-back installment sale contracts, and the deferred sales trust.

Each has their own unique features and benefits as well as pro’s and con’s. In the table below we will compare Charitable Remainder Trusts with Deferred Sales Trusts.

Comparison Model of the Deferred Sales Trust (DST) versus a Charitable Remainder Trust (CRT)

Deferred Sales Trust (DST) vs Charitable Remainder Trust (CRT)

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Get a Free Copy of the DST vs CRT Table above.

Deferred Sales Trust, IRS Charitable Trust, Deferred Sales Trust

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Reef Point LLC was founded by Gregory H. Reese who is one of only 13 Trustees in the US for Deferred Sales Trusts.

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As an authorized and approved Trustee for the Deferred Sales Trust and Member of the Estate Planning Team (EPT), Reef Point, LLC promotes the use of the Deferred Sales Trustâ„¢ or other estate planning techniques and is not responsible for recommendations made by other members of the Estate Planning Team, including the Deferred Sales Trust or other tax, legal or estate planning strategies.

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