Do You or Your Clients Struggle With Capital Gains Tax and Depreciation Recapture When Selling Their Assets?
Selling Commercial Real Estate?
Reluctant to sell your commercial real estate because you don’t have no 1031 lined up?
Want a back up plan for a failed 1031? Do you want to trade your toilets, trash, management and liability for time, travel, liquidity, diversification and retirement?
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 Primary Home?
Other highly appreciated asset sale?
- Major private stock positions
- Valuable artwork and collectibles
- Carried interest
Learn a tax law that thrives.
Business professionals learn how to differentiate yourself.
About capital gains tax solutions
We are an Exclusive Trustee for the Deferred Sales Trust and The Estate Planning Team (EPT) which is a membership organization with a turn-key marketing plan and the support of tax and legal professionals to help you help your clients with this wealth transfer by providing your clients with capital gains tax and estate planning (probate avoidance) solutions.
To learn more about the mechanics of the Deferred Sales Trust™ and how the DST can help you grow your business; sign up for a no-cost webinar or call us at 916.886.2986
Capital Gains Tax Solutions & The Deferred Sales Trust Works for Legal and Financial Service Professionals.
Enter deal information with the free deferred sales trust calculator
Deferred sales trust closed
Once invested, the noteholder will receive monthly note payments based on note terms.
Regular reviews are conducted with the noteholder, DST Trustee, and financial advisor to monitor the note collateral/ investments
Conference call with DST attorney
“Most Business Professionals have clients who struggle with capital gains tax when they sell their high-end primary home, business, or commercial real estate. We use a Deferred Sales Trust to help their clients gain tax deferral, liquidity, diversification and freedom to purchase investment real estate all tax deferred with their funds so they can create and preserve more wealth. This empowers business professionals to add massive amounts of value and grow their business!”
– BRETT SWARTS