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Are you interested in legal strategies to manage the tax liabilities that come with selling high-value assets? If so, you might be wondering about the differences between a deferred sales trust (DST) and a charitable remainder trust (CRT). Understanding the potential benefits and drawbacks of these strategies will help you make an informed decision that […]

Are you thinking of selling your company but worried that capital gains taxes could significantly reduce your profit? If so, it’s important to understand the tax rules that apply to business sales and the strategies available to potentially reduce your overall tax burden. The more you know about options such as installment sales and other […]

Many people hold significant portions of their wealth in real estate. However, when they sell property for reinvestment or to fund their retirement, they can lose a portion of that wealth to capital gains taxes. Knowing how to defer capital gains tax on real estate can help you preserve your wealth and maximize its continued […]

As a real estate investor, you’re always looking for the next opportunity. Paying capital gains taxes on a sale can make it challenging to reinvest your proceeds. A deferred sales trust (DST), or 453 trust, is a powerful tool that can help you defer capital gains taxes and manage the tax implications of a sale-and-reinvestment […]

If you own valuable real estate holdings, you could be concerned about the impact that capital gains taxes can have on your wealth — particularly if you plan to pass your property on to loved ones after your death. Fortunately, you can use certain trusts to benefit from specific tax rules, such as the stepped-up […]

When you set up a deferred sales trust to manage the tax implications of selling an asset, you must decide who to appoint to serve as trustee. Clients often ask: “Can a trustee also be a beneficiary of a trust?” Because deferred sales trusts (DSTs) leverage specific IRS rules, there are certain restrictions on who […]

You may have several options for managing capital gains tax liabilities you incur from selling an asset, including conducting the sale through a structured installment sale or a deferred sales trust. An experienced attorney can explain the differences between a structured installment sale vs. a deferred sales trust, helping you decide which option might be […]

People who have accumulated wealth in capital assets have various legal options for managing the tax implications of selling those assets, including installment sales and deferred sales trusts. An experienced advisor can help you understand the advantages and disadvantages of deferred sales trusts vs. structured installment sales. What’s the Difference Between a Deferred Sales Trust […]

If you’re holding or planning to hold property, you have multiple options for structuring your real estate operation. Two structures to consider are trusts and limited liability companies (LLCs). But what’s the difference between a real estate investment trust vs. an LLC? Both frameworks offer benefits, but they serve very different purposes depending on your […]

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 […]