Insights on capital gains tax deferral, Deferred Sales Trusts, and wealth management strategies.
Quinn Ellis of ECGS breaks down how Deferred Sales Trust payments actually work — interest-only, principal plus interest, or deferred payments — and how the IRS taxes return of basis, capital gains, and interest income within each payment.
A Deferred Sales Trust can defer millions in capital gains taxes, but it isn't a magic wand. Quinn Ellis of ECGS breaks down the real risks — from IRS scrutiny to trustee risk and ongoing costs — and how the firm works to manage each one.
Both a Deferred Sales Trust and a 1031 exchange defer capital gains tax on real estate, but they work in very different ways. Quinn Ellis of ECGS compares timelines, reinvestment rules, debt requirements, and partnership exits.
California sellers facing large capital gains often ask whether a Deferred Sales Trust works in their state. The answer is yes — when structured properly under IRC Section 453.
If you are looking at a massive capital gains tax bill from selling a high-value asset, here is the plain-English breakdown of how a Deferred Sales Trust works and why it often beats a 1031 exchange.
Yes — a Deferred Sales Trust (DST) can be used for commercial properties if it's set up correctly and before you're under a binding obligation to sell.