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Estate Planning Team
73-061 El Paseo
Suite 210
Palm Desert, CA 92260

(866) 779-5339 office
(760) 779-5338 fax
cs@myept.com


 
A Way Out

     Those of us who own businesses, corporations, and commercial or residential investment real estate assets are often reluctant to sell because of capital gains taxes associated with the sale. But what other choice do we have other than a property exchange directed by a Qualified Intermediary? Is there another way to deal with the capital gains tax deficits that so many investors experience when they sell their real estate assets? The answer may lie in the Deferred Sales Trust™.

     This capital gains tax deferral tool could save you thousands of dollars, and at the same time, you would then have the opportunity to potentially make a profit on the money you would have paid to Uncle Sam in the year of the sale. Obviously, this strategy is gaining popularity among those who have highly appreciated assets that are marked for sale. You too can potentially take advantage of this program once you understand how it works.
 

 

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Securities offered through J.P. Turner & Company, LLC (Member FINRA/SIPC). Investment advice and financial planning offered though J.P. Turner & Company, Capital Management, LLC (a registered investment advisor). Estate Planning Team is not affiliated with either J.P. Turner & Company, LLC or J.P. Turner & Company Capital Management, LLC.