Larry Breen
Breen Financial Management
1515 International Parkway Suite 1019
Lake Mary, Florida 32746
USA
| larry.breen@breenfinancial.com | |
| Website | http://www.breenfinancial.com |
| Office Phone | (407) 712-6780 |
| Mobile Phone | (407) 415-6275 |
| Fax | (407) 712-6799 |
| Designations | CFP |
| Specialties | Investment |
Tax and Wealth Management Solutions for the Sale of Real Estate and Business Assets
If your client’s real estate or business asset has a capital gain of $500,000 or more and they would like to sell, but are concerned that a significant amount of the sale proceeds will be lost to capital gains taxes, we can help.
The Deferred Sales Trust™ is a legal tax management strategy for deferring capital gains tax and reducing the tax burden associated with the sale of highly appreciated real estate and business assets. Like a 1031 Exchange, the DST can be used to defer capital gains taxes on real estate. Unlike a 1031 Exchange, it does not require the taxpayer to reinvest in like-kind property. The DST can also be used to defer capital gains taxes on the sale of other high value assets such as a taxpayer’s business, including goodwill, which is typically not appropriate for 1031 Exchange treatment.
If you are interested in learning how the DST will work for your transaction complete the “Request for Analysis” on-line at: www.MyDSTplan.com/LarryBreen or call us at 407-712-6780. The illustration will be specific to the facts and circumstances associated with your potential sale. You can then review it with a DST trust case manager and share it with your CPA or tax attorney. You have nothing to lose and tax savings to gain.
Securities offered through Dempsey Lord Smith, LLC Member FINRA/SIPC. Advisory services offered through Dempsey Lord Smith, LLC. BrokerCheck