Capital Gains Tax Solutions
Capital Gains Tax Solutions
Hi, I'm Brett Swarts, founder of Capital Gains Tax Solutions and also an exclusive trustee for the Deferred Sales Trust. One of the most commonly asked questions is how can I have my tax advice? Is there an attorney who can analyze DST strategy or the deferred sales trust strategy?
The names "Deferred Sales Trust" and the "DST" are common law trademark names and are not found in the tax code.
Making that really simple... we actually encourage you to bring your CPA or tax attorney to speak with us.
You created the structure and make sure we get their blessing. We really want their blessing, but they do need to sign an NDA and they do need to get on the phone with us too, to make introductions. It is proprietary and protect it. After thousands of closes over 25 years, not one single issue with the IRS, we want to make sure it's it stays protected too as well.
Question: How can I have my tax advisor or attorney analyze the Deferred Sales Trust (DST) strategy??
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