“I want to move forward with the DST, but I feel like I’d have to give up too much control. I don’t know that I’m ready for that.”
What controls do you keep? Almost all of them.
Here’s exactly what changes, and what stays in your hands, when you work with Capital Gains Tax Solutions.
The only thing you give up: moving money with your signature alone.
Sole control means the IRS treats the sale proceeds as yours today, and the 20 to 40% tax comes due now.
Tax stays deferred, and the money keeps working for you.
Our internal policy: the trustee does not sign unless you also approve. Two keys are required, and one of them is always yours.
Funds never move without your approval
Assets are held at the largest financial institutions in the world, such as Charles Schwab, with a financial advisor and the trustee adding extra layers of protection.
The investment plan is set before you close
Before closing, we agree on where and how funds will be invested, generally or with specific investments already lined up, based on your risk tolerance and how your payments are structured.
You can still run your own deals
Joint venture with the trust: you operate the LLC, and the trust acts as a silent partner putting up capital for your real estate project or business.
Full visibility, every day
Transparency and accountability are built into the entire DST ecosystem.
24/7 online access
View your Schwab and other bank or brokerage holdings online anytime.
Calls on your schedule
Meet with your financial advisor and the trustee to review the account.
Independent reporting
A third-party firm prepares the tax return, profit and loss statement, and budget, all of which you can review.
Never commingled
Each trust account stands alone. Your funds are never mixed with any other account.
The government gave up control too
For a period of time, the 20, 30, or 40% that would have gone to taxes stays invested in your trust. Think of it like a zero-interest loan from the government, working for your family instead.
Feels familiar
Much like an IRA or 401(k), the funds sit with a custodian under set rules, and you see everything that happens in the account.
Why one signature isn’t enough
If you controlled the trust by yourself, it would be taxable. The trustee’s signature is what keeps your deferral intact, and that signature follows your approval.
Want to see how it would work for your family?
Walk through your goals with our team and decide if the DST is the right fit.
info@capitalgainstaxsolutions.com | 405 Golfway West Drive, Suite 305, Saint Augustine, FL 32095
This material is for educational purposes only and is not tax, legal, or investment advice. Tax deferral depends on proper structuring and individual circumstances. Consult your own tax and legal advisors.