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PROVEN TRACK RECORD AND IRS COMPLIANCE
With over 30 years of successful tax deferrals in more than 4,000 transactions, the Deferred Sales Trust stands as a reliable and IRS-compliant solution. The trust has undergone rigorous IRS audits, with all trust documents meeting IRS standards. Contrary to misconceptions, the Deferred Sales Trust is not an abusive tax scheme. While the Deferred Sales Trust may be unfamiliar to many attorneys and CPAs, a select group of professionals are well- versed in its intricacies. Seeking advice from knowledgeable advisors can help individuals navigate the process effectively and maximize the benefits of tax deferral.
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EXPERT GUIDANCE AND SUPPORT
In summary, the Deferred Sales Trust offers a compelling alternative to the constraints of a 1031 exchange, providing individuals with greater flexibility, diversification, and control over their
tax obligations. By understanding the options available and seeking guidance from experienced professionals, sellers can make informed decisions that align with their financial goals and objectives.
To find out if a Deferred Sales Trust is right for you, call (713) 702-6401 for a consultation.
DAVID FISHER Founder and Tax Strategist Creative Real Estate Strategies (713) 702-6401 david@cresknowsrealestate.com
David studied accounting at the University of Texas and has been in the financial services profession since 1977. In 2010, David formed Creative Real Estate Strategies. Using his extensive background in insurance, investments, estate planning, taxes and charitable giving, David has been able to create numerous strategies that have helped his clients buy and sell millions of dollars of real estate in a more beneficial way than they might have otherwise done. David is a member of the Texas Alliance of Land Brokers, National Association of Realtors, Texas Association of Realtors and the Realtors Land Institute. He has held the designations of Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) from the American College since 1985. He has also been securities registered since 1979.
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