Call Us! (877) 916-3686
Want to Sell Your Property Without Losing Your Profit to Taxes?
DEFER CAPITAL GAINS TAX
ON HIGHLY APPRECIATED ASSETS
The Deferred Sales Trust™
The 1031 Exchange Alternative
Call Us! (877) 916-3686
Want to Sell Your Property Without Losing Your Profit to Taxes?
DEFER CAPITAL GAINS TAX ON HIGHLY APPRECIATED ASSETS
The Deferred Sales Trust™
The 1031 Exchange Alternative
Can't Wait? Call Us!
Owners of highly appreciated assets are often highly reluctant to sell because of the capital gains taxes that are typically due upon closing. The Deferred Sales Trust™ (DST) offers an attractive and flexible tax deferral alternative to a 1031 exchange, which can result in significantly decreasing the capital gains taxes that would otherwise be recognized in the year of the sale. The DST can defer capital gains taxes on the sale of almost any type of highly appreciated asset including, but not limited to:
- Businesses
- Professional Practices
- Commercial Real Estate
- Investment Properties
- High End Primary Residences
- Large Stock Positions
- Valuable Artwork
- Collectibles
Owners of highly appreciated assets are often highly reluctant to sell because of the capital gains taxes that are typically due upon closing. The Deferred Sales Trust™ (DST) offers an attractive and flexible tax deferral alternative to a 1031 exchange, which can result in significantly decreasing the capital gains taxes that would otherwise be recognized in the year of the sale. The DST can defer capital gains taxes on the sale of almost any type of highly appreciated asset including, but not limited to:
- Businesses
- Professional Practices
- Commercial Real Estate
- Investment Properties
- High End Primary Residences
- Large Stock Positions
- Valuable Artwork
- Collectibles
BENEFITS OF THE DEFERRED SALES TRUST™
Some of the benefits that the Deferred Sales Trust™ provides owners of highly appreciated assets (and the advisors and service providers acting on their behalf) include:
- Flexible Payment Options
- Liquidity and Diversification
- Enhanced Retirement Income
- Potential Estate Tax Planning Benefits
- 1031 Exchange Rescue
- Sever Partnership Interests
BENEFITS OF THE DEFERRED SALES TRUST™
Some of the benefits that the Deferred Sales Trust™ provides owners of highly appreciated assets (and the advisors and service providers acting on their behalf) include:
- Flexible Payment Options
- Liquidity and Diversification
- Enhanced Retirement Income
- Potential Estate Tax Planning Benefits
- 1031 Exchange Rescue
- Sever Partnership Interests
FOR PROFESSIONALS
Do you have any clients with significant capital gains? Are they reluctant to sell their assets due to the tax consequences? The ability to offer your new and existing clients the proven capital gains tax deferral strategy of the Deferred Sales Trust™ provides both the ability to close a deal that otherwise may not have closed due to pending impact of the capital gains tax due upon sale and is a tool that will differentiate you competitors have positive downstream effects on referrals from your existing clients and their other advisors in supporting professions that become involved in closing a DST transaction.
Become a member of our network of experienced professionals so that you can offer the Deferred Sales Trust™ to your clients. There is no charge to become a professional member of our network. The DST marketing strategy is a good fit for professionals that include, but are not limited to, the following:
- Commercial Real Estate Brokers
- Residential Real Estate Professionals
- Business Brokers
- Financial Advisors
- Insurance Brokers
- Accountants
- Attorneys
- Qualified Intermediaries
OUR THREE STEPS TO GETTING A FREE CONSTULATION AND ANALYSIS IS SIMPLE...
Complete Form
Tell us about your potential transactions by completing an easy online application. There is no fee or obligation.
Schedule Call Time
Review and select an available a convenient time to have a discussion with a Deferred Sales Trust™ specialist.
Provide Deal Info
Send additional deal information requested during your initial discussion and we will provide you with a detailed analysis.
OUR THREE STEPS TO GETTING A FREE CONSTULATION AND ANALYSIS IS SIMPLE...
Complete Form
Tell us about your potential transactions by completing an easy online application. There is no fee or obligation.
Schedule Call Time
Review and select an available a convenient time to have a discussion with a Deferred Sales Trust™ specialist.
Provide Deal Info
Send additional deal information requested during your initial discussion and we will provide you with a detailed analysis.
About
DST Advisors, Inc. is an authorized and specially trained corporate trustee for Deferred Sales Trust transactions. Our team has over 75 years of combined experience helping clients pay less tax and deferring taxes to build more wealth and income. We believe in the team approach working with your trusted professionals and our team of trusted and experienced professionals. As trustees we are responsible for managing and administering the finances and operations of the trust. We safeguard trust assets, provide record keeping for trust income and expenses, make payments to noteholders, file the annual tax return, keep track of other transactions that occur, engage a professional asset manager to manage trust assets and provide reporting to noteholders on all trust assets. Our depth of experience provides objective decision making based on the terms of the trust and the goals of our noteholders. As part of the Estate Planning Team (EPT) we have access to the best in class legal, tax and investment services. Clients get a team of professionals working to help them achieve their wealth and income goals.
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