Deferred Sales Trusts: A Strategic Tool for Tax Management After a Business Sale

As published in Rethinking65 DSTs enable sellers of businesses or real estate to invest the proceeds while controlling the amount and timing of tax liabilities. Key Points• The trust can help control the amount and timing of tax liabilities.• It’s often used when selling businesses or real estate.• The seller avoids credit risk and gets […]

Happy Friday-ish – April 17, 2025

Good morning, Happy Friday on this Thursday of a holiday shortened week. Thanking God for one less day of market turmoil and personal angst may be more appropriate than usual since the reprieve is due to U.S. Exchanges’ observance of Good Friday. Yesterday, with authority, the market closed the case for the extension of the […]