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.

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 The world is mostly frozen in place due to the Coronavirus. 

Individuals that have clarified their tax deferral strategy and build a tax deferred wealth plan are much more likely to survive and then thrive.

We know deals are hard to find and going into debt right now in a 1031 exchange is nerve racking. The Deferred Salses Trust is a solution for that. 

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?
  • Ready to be debt free from your business or property?
  • 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?
Are you selling your business and want to defer your capital gains tax instead of paying it to Uncle Sam?
Selling Primary Home?
Selling your primary residence and the $250,000 or $500,000 exception is not enough to offset their capital gains tax?

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?
Tired of chasing overpriced 1031 Commercial Real Estate in a short period of time?

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 you have carried interest and want to defer the capital gains tax?

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, pay off debt to reduce your risk, create a passive or active wealth plan and give more to charity.

  • More than 2000 happy deferred sales trust customers

  • More than 13 happy IRS agents who conducted an audit.

  • Millions capital gains tax-deferred over 23+ years

As seen or heard on Itunes top of the charts podcasts!

Listen to some of the best CRE, Luxury Realtors, Business Brokers, and Entrepreneurs interview Brett Swarts on the advantages of the deferred sales trust.

Based on a 90-year-old tax law
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
“It’s a relief to be rid of the apartment building. It was a very lucrative investment, but it came with a lot of headaches that took up my time and energy.”
Peter N. - Sold 18 unit CA Apartment Complex

“I’ve personally found that after being involved in hundreds of real estate transactions, one of the biggest concerns that sellers face when they contemplate divesting of one of their Real Estate investments, is the significant capital gains exposure that might come as a result of the sale. In fact, I’ve seen firsthand many situations where owners of investment property feel somewhat trapped between a rock and a hard place and feel hostage to the outrageous capitals gains that they will pay in the event of a sale And so, in today’s show, we’re going to go into detail on how the Deferred Sales Trust might just be the miracle alternative solution to help you keep more of that wealth in your pocket when entering into a sale of a highly appreciated asset.”
Kevin Bupp - Host of #4 CRE Podcast (Real Estate Investing for Cash Flow)

 

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