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A 1031 exchange is an IRS-approved like-kind exchange that allows owners of investment or business real estate to defer capital gains taxes by reinvesting sale proceeds into qualifying replacement property. While a 1031 exchange is a common strategy, it is not the only option for managing or deferring taxes when selling real estate. Depending on […]

Many high-net-worth families hold some of their wealth in investment real estate, which they may eventually sell in order to cash out growth and reinvest wealth into new opportunities or a more diversified portfolio. However, selling investment real estate can have a range of implications that families should know before taking action. How Can Trusts […]

Are you considering selling your business but are concerned about the tax implications? If so, you might consider a structured installment sale. Here’s what you need to know about this option and potential tax advantages. How Structured Installment Sales Work for Business Owners Structured installment sales are one of several strategies for structuring insurance business […]

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 […]