Why You Should Defer Capital Gains Taxes?
Your capital gain in any investment is the difference between the amount you sell it for and your “basis” in that investment. Typically,...
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A Deferred Sales Trust™ is a smart and legal way to defer capital gains tax and reduce the overall tax burden on the sale of homes, commercial real estate, businesses, and other highly-appreciated assets.
延税信托
Deferred Sales Trust
常见问题
Retirement Income
Tax Deferral
Probate Avoidance
Estate Tax Benefits
Portfolio Diversification
Maintain Wealth
Does Not Compete with Charitable Remainder Trust
Eliminates Risks Associated with Ownership
Advantages of a Deferred Sales Trust
Legal, Tested, Proven Tax Strategy
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Developed over 27 years ago
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Successfully transacted over 4,000 DST transactions totaling hundreds of millions of dollars
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16 field audits by the IRS all resulting in “No-Change” Letters
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3 Formal IRS reviews – No adverse findings
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Reviewed by FINRA and SEC with no adverse opinion – Allows broker-dealers to approve their advisors to participate in the DST Strategy for clients.
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Our tax attorneys provide Audit Defense at no additional cost
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