DST Dialog Series Reef Point Founder and DST Trustee, Greg Reese interviews Robert Binkele, CEO of Estate Planning Team, on the subject of "The History of the Deferred Sales Trust" to understand why the DST was created and how this program can be applied to reduce capital gains taxes and create an income stream. … [Read more...] about [Video] DST Dialog – The History of the Deferred Sales Trust
Archives for November 2020
[Video] DST Dialog – Investment Strategy Allocations with a Deferred Sales Trust
DST Dialog Series: Join Greg Reese, Authorized/Approved DST Trustee and Greg Richards, a Registered Investment Advisor, as they discuss the best investment strategy allocations in connection with a Deferred Sales Trust. The DST allows investors of highly appreciated assets liquidate and reallocate while deferring capital gains. … [Read more...] about [Video] DST Dialog – Investment Strategy Allocations with a Deferred Sales Trust
[Video] DST Training Webinar with Michael McIntyre
Michael McIntire from Estate Planning Team demonstrates techniques for discovering new Deferred Sales Trust opportunities and how to present the DST capital gains tax strategy to a new prospect. … [Read more...] about [Video] DST Training Webinar with Michael McIntyre