Deferred Sales Trust = freedom from capital gains tax
Defer your capital gains tax and save 30-50% of your gain.
We solve capital gains tax challenges so you or your clients don’t have to feel trapped by capital gains tax or hostage to the 1031 Exchange.
Do you or your clients struggle with capital gains tax and depreciation recapture when selling a highly appreciated asset?
- Are you selling your business or investment real estate and want to defer your capital gains tax instead of paying it to Uncle Sam?
- Are you selling your primary residence and the $250,000 or $500,000 exclusion is not enough to offset the capital gains tax?
- Are you are struggling with High Capital Gains Tax on the sale of your asset (artwork, collectibles, private stock, carried interest) of around 30-50% of your gain?
- Is a 1031 exchange pressuring you to overpay for CRE?
- How would having a no-cost back up plan for a failed 1031 help you to negotiate? How would purchasing CRE all tax deferred with no timing restriction(Optimal Timing) and a brand new depreciation schedule on your next CRE purchase help you create more wealth?
- Is estate tax a concern?
Tax deferred is wealth saved
The deferred sales trust can help you defer your tax to preserve wealth by deferring 30-50% of your gain and giving you the potential to earn interest on this pre-taxed amount. It also gives you the option to sell (your highly appreciated asset) high (at any time) and buy (investment real estate or business) low (at any time which is optimal time) to create wealth. It gives you the opportunity to diversify your equity which helps to protect your wealth and it can defer capital gains tax on the sale of almost any type of highly appreciated asset including:
Selling Business?
Selling Primary Home?
While a 1031 Exchange cannot be used to defer the capital gains taxes on the sale of a primary home a deferred sales trust can. This creates a significant tax deferral opportunity for owners of highly appreciated personal residences who want to relocate, downsize or otherwise want to dispose of such an asset. Many of our clients feel real estate rich and cash flow poor and want to gain freedom from their home in exchange for a passive income stream. Keep in mind that using the deferred sales trust option is only necessary for residences of significant value over the initial purchase price + improvements due to IRC Section 121 which provides an exclusion of capital gains of up to $250,000 per person or $500,000 for a married couple upon the sale of their primary residence. For example, a home that is purchased by a married couple for $1,000,000, which is then sold for $1,500,000 will not be subject to capital gains taxes because the amount of the capital gain is within the $500,000 exemption limit for that couple. To qualify for section 121 usually means the person must have resided in the home for two of the immediately preceding five years to take advantage of the exclusion.
Selling Commercial Real Estate?
Reluctant to sell your commercial real estate because there are little to no 1031 properties to trade into?
Want a back up plan for a failed 1031?
Tired of selling your property and just paying the tax due to non-flexible capital gains tax deferral strategies?
Do you want to trade your toilets, trash, management and liability for time, travel, liquidity, diversification and retirement?
Want to sell high and buy at your own timing with a new depreciation schedule all tax-deferred?
Want to move your assets outside of your taxable estate and the $11M or $22M exemption is not enough to offset the 40% estate tax?’
Do you have carried interest and want to defer the capital gains tax?
Selling CRE Syndication?
Do your partners have capital gains tax and depreciation recapture when selling?
Do some of your partners want to 1031 into the next deal with you and others don’t, need liquidity and still don’t want to pay the capital gains tax?
Are your partners reluctant for you to sell the deal your partnered on because there are little to no 1031 properties to trade into?
Want to sell high and buy at your own timing with a new depreciation schedule all tax-deferred?
Want to move your assets outside of your taxable estate and the $11M or $22M exemption is not enough to offset the 40% estate tax?’
Other highly appreciated asset sale?
- Major private stock positions
- Valuable artwork and collectibles
- Carried interest
We don’t just care about tax. We care about you being able unlock capital to invest, create a passive or active wealth plan and give more to charity.
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More than 2000 happy deferred sales trust customers
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More than 13 happy IRS agents who conducted an audit.
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Millions capital gains tax-deferred over 23+ years
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How can you experience a balanced optimal timing tax deferral wealth plan to grow your wealth?
Today tax advice market is challenged with a solution which provides clear and flexible proven tax deferral strategies. Some are proven like the 1031 exchange and Delaware statutory trust, however, not flexible. But what do you actually need to create and preserve more wealth?
Capital Gains Tax Solutions is all about offering the Deferred Sales Trust which is based on the proven IRC 453 tax law and teaching you how to leverage the strategy to bring your passive or active cash flow plan to a reality. If you and your trusted advisors understand the basics of the deferred sales trust and benefits it unlocks such as tax deferral, optimal timing, new depreciation schedule, net income tax savings, estate tax savings, and flexibility you will thrive.
The best first step is to subscribe to the free podcast: Capital Gains Tax Solutions Podcast, Youtube Channel and download the free brochure here. This content will give you the fundamentals of tax deferral, clarity on which tax strategy to choose, and inspiration to create your own optimal timing wealth plan.
Have a live deal? Go ahead and schedule a time to discuss your specific situation. Soon, you’ll have a plan to win with your capital gains tax, grow as passive or active investment leader, have the confidence to sell in a highly appreciated market, and much more.
Don’t settle for a less than ideal tax deferral strategy that doesn’t propel you and your wealth. Get the deferred sales trust today and watch your wealth and freedom grow.
LEARN MORE NOW WITH THESE FREE VIDEOS!
Based on a 90-year-old tax law
IRC Section 453
23+ year track record of 2000+ closed transactions with
14 no change IRS audits
IRC Section 453
23-year track record of 2000+ closed transactions. You don’t want to take a chance with tax structures with zero IRS audits.
Choose the Deferred Sales Trust (Proprietary Structure ) which has 14 successful IRS audits
Deferred Sales Trust Closed
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