Deferred tax trusts make a massive impact on capital gains taxes.
A deferred sales trust is a tax-deferral strategy used by high-net-worth individuals who wish to sell appreciated assets, such as real estate, without incurring capital gains tax at the time of sale. The process involves the creation of a trust and the transfer of the asset to the trust in exchange for a promissory note. The note pays the seller interest over a set number of years and the buyer pays the trust directly for the asset over the same period. By structuring the sale in this way, the seller can defer the capital gains tax and spread it out over the term of the promissory note, potentially reducing their tax burden.
The deferred sales trust is most beneficial when the seller wants to avoid a large tax liability that would result from a traditional sale, wants to diversify their investments, or is not in immediate need of the proceeds from the sale. The trust can provide flexibility and control over the timing and use of the funds, as well as potential tax savings.
It's important to note that the use of a deferred sales trust must comply with specific legal and regulatory requirements, and working with a qualified professional, such as a tax attorney or a financial advisor, is essential to ensure that the trust is structured properly and meets the seller's goals and needs.
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Represented orthodontic practice in OSO transaction. Negotiated increased multiple (+2x) ,additional doctor protections.
Estate
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High-net-worth divorce, drafted trust vehicles to protect high value assets. Successfully protected our client's interest.
Capital Gains Taxes
Client sold business for $10M+. Coordinated all parties to establish an Aegis Tax Deferral Trust saving the client over $2M in taxes.
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