Defer Capital Gains with a Deferred Sales Trust

2066 views

Video added by Reef Point / Deferred Sales Trust | Date Uploaded: April 08, 2022 | Date Created: November 01, 2021

Description

What is a Deferred Sales Trust If you are considering the sale of a highly-appreciated asset – business, corporation, or investment in real estate – you may face capital gains taxes associated with this transaction. A Deferred Sales Trust (DST) is a legal contract between you and a third-party trust in which you sell an asset to the Trust in exchange for the Deferred Sales Trust’s contractual promise to pay you a fixed sum over a prearranged future period in the form of an installment sale note or promissory note. A DST gives you the ability to control your capital gains tax exposure, reinvestment terms, and installment payments made from the Trust. 3 Common Uses for a DST. 1) Business Exit Strategy 2) 1031 Exchange Alternative 3) 1031 Rescue


Categories:
Commercial Properties for Sale, Lending / Finance, Tax Services/Accounting, Marketing/PR
Property Types:
ALL
States:
ALL


Suggested Videos

2025 Strategy Shift: Should You Deleverage or Double Down?
Dan explores a common dilemma in multifamily investing: should you focus on acquiring more properties, or is it time to pay off what you already own? With rising real estate interest rates in 2025, many investors are rethinking their real estate investing strategy. Dan will break down the pros and cons of real estate loan payoff strategy, and how it affects cash flow vs appreciation, financial freedom real estate, and de-risking your portfolio. If you’re wondering whether to pay off a multifa
From Law to Real Estate w/ Chris Rising
Pivotal Lessons in Real Estate w/ Chris Rising Visit our website: https://risingrp.com/ From today's video... Chris Rising: And so that idea that hard work and discipline can lead to success- I just firmly believe in. As I get older, as I see people with talent, what I get frustrated with is- people give up easily. I don't know how you could be in real estate and give up. While the investments are illiquid and leases can be long-term, things change all the time in this business, and you
From Law to Real Estate w/ Chris Rising
From Law to Real Estate w/ Chris Rising Visit our website: https://risingrp.com/ From today's video... Chris Rising: Never really thought being a lawyer was a fit, but you start something, so you finish it. And, I was very blessed because I got to- out of law school, go work for two gentlemen. But one specifically, Mike Myers. Mike Meyer is well known as, kind of, the guru of leasing as a lawyer. And so I got to see all these big leases, for the 18 months I was a lawyer. And I also work