Deferred Sales Trust: Build Wealth & Defer Capital Gains Tax
By Ira December 31, 2024
Deferred Sales Trust: Build Wealth & Defer Capital Gains Tax
Welcome to Triathlon Partners
At Triathlon Partners, led by Ira Koyner, also known as “The Original IRA,” we specialize in innovative financial strategies designed to help business owners, physicians, dentists, and individuals with asset-rich but cash-poor situations. The Deferred Sales Trust (DST) is one of our tools for building wealth and implementing effective tax strategies to minimize tax burdens. 💼💡
What is a Deferred Sales Trust? 🤔
The Deferred Sales Trust allows you to defer taxes on the sale of highly appreciated assets. With this strategy, the trust invests the proceeds from the sale and you generally pay the capital gains tax as principal is paid to you, helping you retain more of your wealth while utilizing advanced tax savings techniques. 📈💰
The IRS has not issued specific guidance on Deferred Sales Trusts, which rely on the installment sale rules, so each one should be reviewed with your tax advisor.
How Does It Work? 🛠️
Sell your asset (e.g., business, real estate) to a trust instead of directly to a buyer.
The trust holds the proceeds and reinvests them to generate income.
You receive regular payments from the trust, deferring the capital gains tax on the sale until principal is paid to you.
Who Can Benefit from Deferred Sales Trust? 🏆
The Deferred Sales Trust may suit:
Business owners selling their companies.
Physicians and dentists retiring or transitioning practices.
Real estate investors selling highly appreciated properties.
Anyone seeking to manage large tax liabilities while maintaining cash flow.
Why Choose Triathlon Partners for Deferred Sales Trust and Tax Savings? 🌍
We collaborate with experienced professionals to implement this strategy effectively.
We tailor solutions to meet your specific financial and tax planning goals.
We work to keep the DST compliant and to capture its benefits, including advanced tax savings strategies. 💡
Ready to Learn More? 🚀
Get in touch with Triathlon Partners to explore how the Deferred Sales Trust and effective tax strategies can work for you. 💼
By Ira
December 31, 2024