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DEFERRED SALES TRUST IS A CAPITAL GAINS TAX STRATEGY
When selling any highly appreciated asset, a Deferred Sales Trust allows one to defer the wealth that would have been paid to capital gains tax and allow you to reinvest for your future and liquidate on your own terms.
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The Ultimate Exit Strategy for selling Real Estate, Businsess, Investments, Cryptocurrencies and more.
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 that come along with the sale. Fortunately, there is an innovative solution that can help you legally defer those taxes– the Deferred Sales Trust (DST).
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 immediately paid to capital gains tax.
Once you’ve established a DST, you’ll sell your property to a buyer and place the sale proceeds in the trust. From there, the trust can invest the money, earning interest on your behalf. As the trust earns income, you can withdraw funds as needed, with no immediate tax consequences.
Perhaps the most significant advantage of a DST solution is the flexibility and financial freedom it offers. With the help of a qualified DST professional, you can create a customized plan tailored to your unique situation and goals.
Contact us to learn more about how DST can work for you.
What to Know about Deferred Sales Trust
RESCUE 1031 EXCHANGE
DST: A Solution to 1031 Restrictions
1031 Exchange is a well know tax strategy, but it comes with a lot of restrictions and requires reinvesting into more real estate, which is not always what the seller wants. A Deferred Sales Trust has many solutions for those who are in a 1031 exchange deal that is failing.
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IRS TAX CODE 453
How Does IRS Tax Code 453 Impact DST?
IRS tax code 453 which governs the tax treatment of the installment sale of assets, impacts deferred sales trusts in various ways. It is essential to understand these intricacies to maximize the benefits of tax deferral.
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DST FEE STRUCTURE
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The Basics Of The DST Fee Structure?
As with any investment or financial tool, there are fees associated with using a DST. The costs associated with a DST are typically paid to the trustee, who plays an integral role in managing the trust and ensuring that all legal and tax requirements are met.
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 a wide variety of sales types. Our experience ensures that you receive expert guidance tailored to your unique financial situation.
Deferred Sales Trusts have been in use for 25 years, has been challenged by IRS audits, and won every case making it a very safe and reliable strategy.
Learn more about Deferred Sales Trusts and how it may benefit your scenario by contacting one of our DST Experts.