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For many people, real estate represents a significant share of their wealth. People may own primary residences and second homes for vacation purposes or purchase investment property to generate income and wealth. However, property owners wishing to sell their real estate may trigger capital gains taxes that cut into the value they’ve built in their […]

A significant life event may prompt you to make major financial decisions, such as selling high-value assets, including real estate or business ownership interests. After spending your life building wealth, identifying strategies to preserve your assets and minimize your tax burden can help you move forward during the transition. A deferred sales trust (DST) may […]

Many wealthy individuals and families have used deferred sales trusts for years to manage and mitigate the tax implications of selling high-value assets like real estate, businesses, and other investments. Deferred sales trusts take advantage of specific taxation rules under the Internal Revenue Code. However, correctly setting up a deferred sales trust requires in-depth legal […]

Selling a high-value asset may prove one of the most important legal transactions you undertake. When you have worked hard to build wealth through assets such as real estate, businesses, or investments, you deserve to maximize the value you’ve created when you sell those assets. An experienced legal advisor can walk you through the steps […]

When you sell your business, there are multiple ways you might structure the transaction. For example, you may structure the transaction as a stock/equity sale, where you sell your stock or other ownership interest in the business entity to a buyer. Alternatively, you could structure it as an asset sale, selling all or substantially all […]

When you sell an asset that has appreciated under your ownership, you may not want to give up some of the wealth you’ve built to capital gains taxes. However, asset and business owners may have legal options for deferring or mitigating the capital gains tax liability from selling their property. At 453 Deferred Sales Trust […]

Many wealthy individuals and families can use deferred sales trusts as a means of mitigating the tax consequences of selling high-value assets. However, properly setting up a deferred sale trust requires experienced legal counsel. The DST attorneys at 453 Trust Powered by Pennington Law can help you create a deferred sales trust suited to your […]

Many high-value asset owners know about tax strategies that allow them to manage the tax implications of asset sales. One common legal strategy derived from IRC 453 is the provision of the Internal Revenue Code related to installment sales. Leveraging the benefits of IRC 453 requires careful legal planning. The attorneys at 453 Deferred Sales […]

You may have to pay capital gains taxes when you sell an asset that has gained value during your ownership. Knowing how to calculate capital gains tax can help you understand your tax burden from an asset sale and evaluate legal strategies that may manage or mitigate your capital gains tax liability. Contact 453 Deferred […]

Although selling securities investments for profit can help you grow your wealth, capital gains taxes can reduce some of the value you’ve accrued while owning stock. However, various legal and financial strategies can help you manage or mitigate taxes from stock sales. The legal team at 453 Deferred Sales Trust Powered by Pennington Law can […]