What is a Deferred Sales Trust?

Most owners of highly appreciated assets struggle with capital gains tax when they go to sell their business, primary home or investment real estate. We use the Deferred Sales Trust to give them tax deferral, liquidity, diversification and the freedom to purchase investment real estate at an optimal timing, all tax-deferred so they can create and preserve more wealth. This high capital gains tax or the pressure of the 1031 Exchange keep you from selling your commercial Real Estate, Primary Home or Business? If the answer is yes, then you should consider a Deferred Sales Trust or DST.

For over 24 years, the DST has been an illegal, proven and tested exit strategy. 1031 Exchange alternative or rescue for a failing 1031 Exchange? What is it and how does it work? The DST is a specialized installment sale, whereby you sell your asset to a trust unrelated to you in exchange for a secured installment note. The trust then simultaneously sells your asset to your designated buyer receiving the sales proceeds, allowing you to avoid actual or constructive receipt and instead defer the obligation to pay taxes at the time of sale. You then specify the amount and timing of payments you wish to receive and benefit by paying tax over a longer period of time, giving you extra wealth to live off of you only pay taxes on the payments you receive each year. The funds can be held in cash or invested into any other type of commercial real estate, stocks, bonds, insurance. Mutual fund investments are suited to your customized risk profile and financial goals.

I’m Brett Swarts, Founder of Capital Gains Tax Solutions. I understand you may want to be relieved of the stress and liability that comes with managing the asset you’re selling. We have a solution for that here at Capital Gains Tax Solutions and can help you create an optimal timing wealth plan and escape feeling trapped by capital gains tax. Through a Deferred Sales Trust. You can now trade the toilets, trash employees and liability for the benefits of a passive flexible payment option. A diversified portfolio of real estate or securities to minimize risk option to invest in another business or give to charitable causes. I understand this feels complicated, but life is too short to feel trapped by assets you’re ready to sell. Don’t you think? Get started with a wealth plan today. Book a call today by going to CapitalGainsTaxSolutions.com or call Brett at 916-886-2986 to clarify if the Deferred Sales Trust is right for you.

Closed Deal Story

Selling Bitcoin, Ethereum Capital Gains Tax-Deferred Using the Deferred Sales Trust

I believe that is where we’re at with cryptocurrency’s current marketplace. We closed the first Bitcoin and Ethereum case for $5 million and helped the client defer around $1.5M in capital gains tax. Now we’re getting a wave of individuals who are finding us. You might be finding us right now.

One of the biggest challenges with folks who are selling cryptocurrency is they want to be able to diversify, they want to be able to time the real estate market and or even the crypto market, they want to be able to have some liquidity, some cash flow, and so part of this vision is taking helping our clients who are in cryptocurrency, buy an investment, real estate, all tax-deferred, using the Deferred Sales Trust, also invest with Jake Mellor as the financial advisor to in a diversified investment grade security or start a business. Whatever the outcome that you want to do. Why is it that you’re investing with any type of asset? What if you could sell high, diversify, and buy back in whenever you’d like to? This is what we’ve already done and we’re doing, we’ve already proven it.