A deferred sales trust (DST) is an advanced tax strategy that allows investors to delay capital gains taxes on the sale of assets that have significantly risen in value, such as real estate or ...

Recently, a private equity fund manager approached me for my insight on a business sale. He knew a person selling a business who was complaining about the amount he’d have to pay in commissions, fees ...

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When people do well in life, a lot of time they end up with highly appreciated assets such as real estate, businesses, and securities or stocks & bonds. When you make the decision to retire or ...

I've written before about the individual power of tools like deferred sales trusts, asset protection trusts, limited ...

When the time comes for a business to go to market, a potential source of strife may be the impending tax bill. Despite an influx of cash upon sale, a business should consider entering into a ...

An interest is substantially vested if it is transferable or not subject to a substantial risk of forfeiture ( Q 3538). 4 With respect to the taxation of distributions from an employer-funded secular ...