Deferred Sales Trust

We Solve Capital Gains Tax Challenges So You & Your Client Don’t Have to Feel Hostage to the 1031 exchange.

Schedule a Free ConsultationWatch Video

DEFER TAX-PRESERVE WEALTH

ONLINE WEBINAR

Gain flexibility with your capital gains tax as Brett Swarts takes you through the Deferred Sales Trust(DST) strategy. This webinar will help you understand multiple capital gains tax deferral options, how the DST Sales Trust works, why use it, how to diversify your investments all tax deferred, how the DST eliminates the need for a 1031 Exchange and how to sell high and buy low and invest in and back out of real estate at your own timing using the DST. Become educated with the DST so you can create and preserve more wealth.

COST $0 EVERY FRIDAY AT 10AM PST

PARTNER WITH OUR TEAM

START YOUR DST MARKETING NOW

After you learn the value of the DST and work with the EPT marketing team to customize your message you’ll want to create a sales funnel to convert prospects into enthusiastic clients. Our system will teach you how to win more listing presentations, funnel prospects to your personal DST portal, convert them into long-term relationships and grow your business.USE PARTNER CODE: TAXSOLUTIONS

COST $0 EVERY USE CODE: TAXSOLUTIONS

PRIVATE WORKSHOPS

LIVE EVENT

Want your entire team to learn the Deferred Sales Trust strategy? You can hire a DST facilitator to deliver a Private Workshop that will coach your team on how to grow their business using the DST marketing plan. Your team will be equipped with a capital gains tax solution and hands-on training on how to create a Deferred Sales trust marketing plan that gets results.

Contact for pricing

PARTNER WITH OUR TEAM

START YOUR DST MARKETING NOW

After your client or prospect enters their deal specifics into your personal DST calculator site the results are automatically uploaded into EPT's online deal portal. This portal tracks each Deferred Sales Trust deal from start to finish. Edit, view and save the changes to the transaction all in one place. You can even use the system to see where the tax attorney, trustee and financial advisor are at with the case. If you want to stay organized with your DST deals, EPT's online portal is the tool you need.

PARTNER WITH OUR TEAM

FREE

PRIVATE WORKSHOPS

LIVE EVENT

If you’d like to become a DST marketing coach, apply to be a DST Certified Guide. Our Guides learn to help business professionals create a DST sales funnel, get listed in our online directory and become our first choice for referrals. You can use our DST certification to scale up your own consulting business.

LET'S TALK

LIVE SEMINAR

LIVE EVENT

Finding innovative ways to earn business in today's challenging and competitive marketplace is tough. That's why hundreds of business professionals attend our live seminar every year. Join us as we help you target likely prospects and create a Deferred Sales Trust marketing plan that lights a fire under your business.

REGISTRATION COST

Contact for pricing

DEFERRED SALES TRUST VS 1031 EXCHANGE

Brett Swarts discusses the pros and cons of Deferred Sales Trust and 1031 Exchange. Watch now to learn which of the two is suitable for your sale! Struggling with Capital Gains Tax? What you need is options — Like you, we are frustrated with feeling pressured or trapped by capital gains tax where we cannot afford to sell or must complete a like-kind 1031 exchange in order to save from paying the tax! We use to be tired of the 45-day and 180-day sprint. You don’t have to feel trapped. We have a tax strategy and can take care of that for you. In fact, we usually get people in a better position to create and preserve more wealth.

ADVANTAGES OF DEFERRED SALES TRUST FOR BABY BOOMERS

In the latest Capital Gains Tax Solutions video, Brett talks about what “baby boomers” are looking for when selling their highly appreciated assets including Commercial Real Estate. If you’re ready to step up your value offering game and give your client’s liquidity, diversification, freedom and flexibility to time the CRE market with their funds, don’t miss this short (but powerful!) video.

WHAT ARE THE FESS?

Check out the video as Brett Swarts discusses what is Deferred Sales Trust and its process. Subscribe now to catch the latest educational videos to help you out with your Capital Gains Tax problems.

WHAT IS A DEFERRED SALES TRUST?

WHAT DOES THE DST COST MY CLIENT? We are gonna cover today the different fees for a Deferred Sales Trust!

COMING SOON: THE DST MARKETING TOOL BOX

ON DEMAND ONLINE TRAINING VIDEOS

After you attend a workshop you may want to supplement your education with additional training. These videos will teach you how to implement your DST strategy so you can build more relationships and grow your business.

ONE-TIME PAYMENT

$TBD

PRIVATE WORKSHOPS

LIVE EVENT

Want your entire team to learn the Deferred Sales Trust strategy? You can hire a DST facilitator to deliver a Private Workshop that will coach your team on how to grow their business using the DST marketing plan. Your team will be equipped with a capital gains tax solution and hands-on training on how to create a Deferred Sales trust marketing plan that gets results.

Contact for pricing

LIVE SEMINAR

LIVE EVENT

Finding innovative ways to earn business in today's challenging and competitive marketplace is tough. That's why hundreds of business professionals attend our live seminar every year. Join us as we help you target likely prospects and create a Deferred Sales Trust marketing plan that lights a fire under your business.

REGISTRATION COST

Contact for pricing

DEFER TAX-PRESERVE WEALTH

ONLINE WEBINAR

Gain flexibility with your capital gains tax as Brett Swarts takes you through the Deferred Sales Trust(DST) strategy. This webinar will help you understand multiple capital gains tax deferral options, how the DST Sales Trust works, why use it, how to diversify your investments all tax deferred, how the DST eliminates the need for a 1031 Exchange and how to sell high and buy low and invest in and back out of real estate at your own timing using the DST. Become educated with the DST so you can create and preserve more wealth.

COST $0 EVERY FRIDAY AT 10AM PST

ESTATE PLANNING TEAM DEAL PORTAL

ONLINE TOOL

After your client or prospect enters their deal specifics into your personal DST calculator site the results are automatically uploaded into EPT's online deal portal. This portal tracks each Deferred Sales Trust deal from start to finish. Edit, view and save the changes to the transaction all in one place. You can even use the system to see where the tax attorney, trustee and financial advisor are at with the case. If you want to stay organized with your DST deals, EPT's online portal is the tool you need.

PARTNER WITH OUR TEAM

FREE

Get the free Deferred Sales Trust Guide Now

Do you feel trapped by capital gains tax of 30-50% when considering to sell your business, primary home or investment real estate? Start your journey to wealth freedom today by understanding how the deferred sales trust gives you tax deferral, liquidity, diversification, eliminates the need for a 1031 exchange and the $250K or $500K home exclusion by downloading this free guide. Check your email after you click download now. 

Check your email for the Deferred Sales Trust Guide