All things related to Deferred Sales Trusts, Estate Planning & Capital Gains Solutions
This DST Digest is a news-based resource geared toward helping financial professionals, who are interested in helping their clients with Estate Planning, Proprietary Capital Gains Tax Deferral Strategies and Tax Planning Strategies. It is also a tool meant to help expand your network of business partners and associates. The content is a blend of both original and curated articles.
Each month the newsletter’s topics will focus on tax deferral and estate planning related articles, strategies, case studies that you’ll be able to share. Please feel free to forward the newsletter to your partners, clients, and prospects. You are also encouraged to add any content to your social media timelines using our “Share This” links at the bottom of the page. You may also request access to the email template if you would like to incorporate that into your email marketing system to customize and distribute to your list.
At least once a month there will be a community webinar to cover the most relevant and timely topics. Guests hosts will participate in some months to share their expertise and experience. Each webinar will be followed by an informal AMA (Ask Me Anything) in regards to Deferred Sales Trusts with a DST Trustee.
We are eager to have you join and participate in our professional community and see how we can all grow our practices.
The DST Digest Team