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Deferring Your
Capital Gains Tax

How We Can Help You

Empowering Clients
What Is A Deferred Sales Trust?

Are you planning to sell your real estate, business, or other appreciated assets? If so, you’re likely aware of the hefty capital gains taxes accompanying the sale. Fortunately, an innovative solution can help you legally defer taxes – the Deferred Sales Trust (DST).

A Deferred Sales Trust is a unique tax strategy that allows you to defer capital gains taxes. Governed by IRS tax code 453, a DST is a form of an installment sale that lets you defer the wealth that would have been paid to capital gains tax.

High End Solutions
The Ultimate Exit Strategy

At My Deferred Sales Trust, we specialize in assisting individuals selling their businesses and real estate with capital gains over $300,000. If you fall into this category, our proven strategies can help you navigate the complexities of capital gains tax and preserve your wealth.

1031 Exchange Alternative

1031 Exchange Alternative

Looking to “trade up” into more real estate, and want to park your sales proceeds indefinitely for the right deal?

Exit Strategy

Exit Strategy

Looking to sell appreciated Real Estate, a Business, Collectible, or other high value asset & not repurchase the same asset class?

1031 Exchange Rescue

1031 Exchange Rescue

Looking for a way out from an exchange that has no suitable upside available in time or is in jeopardy of failing?

5 Ways to Stay Confident in Retirement

This guide takes a critical look at the finances of retirement. It talks about health care costs, income stability, and the burden of debt and is designed to help your clients know the recipe for success in retirement.

What We Do
Rock Solid Precedence

The Deferred Sales Trust is a time-tested method for deferring capital gains taxes. For over 25 years, DSTs have been used successfully, making it a safe and reliable strategy. The My Deferred Sales Trust team has completed dozens of DST transactions across various sales types. Our experience ensures you receive expert guidance tailored to your unique financial situation.

When selling any highly appreciated asset, a Deferred Sales Trust allows you to defer the wealth that would have been paid to capital gains tax.

Resources
Explore Our
Library Of Resources

Browse our comprehensive suite of resources today and take the first step towards enhancing your financial well-being. When you work with us, you can access valuable tools and insights that can help you achieve your financial goals.

Retirement and Quality of Life

Retirement and Quality of Life

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When Do You Need a Will?

When Do You Need a Will?

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Pay Yourself First

Pay Yourself First

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How To Get Started

Schedule an appointment with our experienced financial advisors to start building a roadmap towards financial security and prosperity for you and your loved ones. Take the first step towards securing your future by booking a consultation with us today. 

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