Those of us who own highly appreciated assets such as homes, ranches, businesses, commercial real estate, medical practices…to name a few, are often reluctant to sell that asset because of the capital gains tax costs associated with the sale. But there is a way to defer the capital gains tax and reduce your overall tax burden. The Deferred Sales Trust™ (DST) can provide a viable way out of this financial dilemma. The DST utilizes a legal and established method that allows the seller of the property to defer capital gains taxes due at the time of the sale, to be paid instead over a period of time that is selected by the Seller/Taxpayer in advance. It is a legal and time-tested investment strategy used to defer capital gains tax when you sell your business or property.
Deferring Capital Gains taxes is not new. Some commonly used tax deferral methods include 1031 Exchanges, charitable trusts and traditional seller carry-back installment sales contracts. Various types of trusts are used by millions of Americans to protect and preserve their wealth for themselves and their heirs.
BUBAN FINANCIAL SERVICES is an approved member of Estate Planning Team organization. Estate Planning Team* is the founder and creator of the Deferred Sales Trust™ and the only firm that has been fully reviewed by the IRS. Our expertise, in combination with the Estate Planning Team and highly specialized tax attorneys, will help guide you to defer the capital gains taxes on the sale of your highly appreciated asset.
*Estate Planning Team is a membership organization with a network of experienced professionals who offer the Deferred Sales Trust™, providing significant capital gains tax deferral with the DST as a flexible 1031 Exchange alternative.
If you are the owner of a highly appreciated asset such as a business or real estate property who wants to sell and finally enjoy retirement income, then the Deferred Sales Trust™ may be your ideal strategy. The DST can also benefit those who want to liquidate estate assets and set up a wealth succession plan for the next generations.
BFS offers a no-cost or obligation DST analysis. For additional information on the benefits of the Deferred Sales Trust™
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This information is for educational purposes only and is solely intended to provide an overview of the details of the Deferred Sales Trust TM and how it can be implemented. BUBAN FINANCIAL SERVICES does not provide legal or tax professional services or advice. Each transaction and individual circumstances vary and participants are advised to seek independent legal, tax and financial advice.
If you have further questions, please feel free to contact BUBAN FINANCIAL SERVICES.
Email: contact@bubanfinancial.com
Phone: (800) 545-8308
We look forward to the opportunity to be of service to you!
Contact BFS for Your Deferred Sales Trust™ Analysis
250 W Southlake Boulevard Suite 118
Southlake TX, 76092
Mon - Fri 9:00 am - 5:00 pm
250 W Southlake Boulevard Suite 118
Southlake TX, 76092
Mon - Fri 9:00 am - 5:00 pm
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All written content on this site is for informational purposes only. Opinions express herein are solely those of Buban Financial Services and our editorial staff. All information and ideas should be discussed in detail with your financial professional prior to implementation. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services. Buban Financial Services and Antonia M. Buban are not affiliated with or endorsed by the Social Security Administration or any other government agency. This content is for informational purposes only and should not be used to make any financial decisions or as legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Buban Financial Services is not engaged in the practice of law. The contents of this web site are considered to have exclusive rights; unauthorized use of the contents of this web site is prohibited.