How to Incorporate Deferred Sales Trusts Into Your Business to Increase Real Estate Listings and Business Sales. Replay the webinar hosted by Greg Reese of Reef Point, Inc … Continue Reading about [Video] How to Incorporate Deferred Sales Trusts Into Your Business to Increase Real Estate Listings and Business Sales
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Estate Planning & Taxes
Top 5 Mistakes When Naming Beneficiaries of Insurance Policies
Protecting Your Goals and Your Loved Ones Naming the beneficiaries of an insurance policy seems likes an easy thing to do. If a person … Continue Reading about Top 5 Mistakes When Naming Beneficiaries of Insurance Policies
Should You Distribute Your Estate Equally Among Children In Unequal Circumstances?
Sample Case Study: Client in their mid 80’s with an estate of approximately $9,000,000. Children are three daughters in their early … Continue Reading about Should You Distribute Your Estate Equally Among Children In Unequal Circumstances?
How are DST Funds Protected?
In previous articles, we have discussed how the Deferred Sales Trust (DST) is a specialized form of Installment Sale under IRC 453. Under an installment sale to a DST Trust, the entire course of the transaction and … Continue Reading about How are DST Funds Protected?
[Video] Saving an Additional 10 Percent in Taxes with the DST
Deferred Sales Trusts are an excellent solution for paying less capital gains tax from sales of high value assests. Replay the webinar hosted by Greg Reese of Reef Point, Inc … Continue Reading about [Video] Saving an Additional 10 Percent in Taxes with the DST
How Do You Structure Repayment Terms for a Deferred Sales Trust Installment Note
Generally, the terms of note will be Seller driven and the resulting terms must be reasonable and commercially viable. The initial term we would offer would be anywhere from 1 year to 10 years… Seller picks their … Continue Reading about How Do You Structure Repayment Terms for a Deferred Sales Trust Installment Note