The
§ 453 deferred sales trust
(DT) is a little known gem
that legally defers capital gains taxes on real
estate, business, crypto sales (and other property) for
decades.
Because of the decades-long delay, you can cover your capital gains
taxes from the returns made on your DT's, and have a whole other
fortune to boot.
Your middleman trust takes the transfer of your property, sells it, and
keep the sale proceeds tax-free for as long as your expected life span
under IRS tables.
Your DT trust can generate an otherwise lost fortune - even larger than
your
original capital gain! - in compounding returns for your family just
from the
tax retained in your trust. The IRS gets the tax decades
later after being ravaged by inflation.
Opes Trust is the only place teaching you how to legally appoint your
own independent, low-to-no cost Trustee, saving annual
real estate level corporate trustee commissions (1.5% every year on all
DT trust balances), turning your DT into what may be the most powerful
wealth creating engine in your investment arsenal.
NUTS
& BOLTS
IRS
Code, section 453 authorizes installment sales of
real estate, businesses, and other property (not publicaly traded
stocks and bonds) where sellers don't have to pay capital
gains tax until they receive their installments.
The IRS and
courts agree that sellers can use middleman non-grantor
irrevocable trust - a DT trust - to take transfered property
from the seller, and then sell it to a 3rd party buyer, retaining and
reinvesting the capital gains taxes until the proceeds are distributed
to the seller.
The DT owes no taxes from the property transfer because it sold the
property for the exact amount acquired. The DT retains the
sale proceeds, tax-free, compounds them with reinvestment for decades
to build a fortune unavailable to other not in the know.
The DT pays the seller installments, with interest. And the
seller pays pro-rata capital gains tax, only to the extent and at the
time of installment payments.
By retaining and compounding returns on the capital gains tax a new
fortune is built for your family which will not only cover the capital
gains taxes, but may dwarf the entire original
capital gain which would have otherwise been squandered by
lesser informed investor plebs.
HAVE
YOUR CAKE & EAT IT TOO
There are no
1031 like-kind
reinvestment restrictions with
DTs. You do not have to reinvest within a 45 day window or
only in real estate of equal or greater value.
You can strategically sit in cash and invest in the alternative assets
of your investing heart's desire and timing.
The reinvestment shackles are off with DTs.
The installment term can be as long as the seller's expected life span,
determined by IRS actuary tables. And you can wait to take
the last installment in the last month of you expected lifespan
in order maximize DT tax-free compounding.
You can even include a clause in the DT that leaves the gains untaxed
in your DT if you die before your installment date - the only way to
avoid capital gains taxes altogether!
DISADVANTAGES OF DEFERRED
SALES TRUST PROBLEMS
You
have to
have an independent trustee for DTs
that's not statutorily "related" to you. There's a cottage
industry of corporate deferred sales trust shops charging 1.5% of the
entire trust proceeds to set it up, and another 1.5% per year, every
year, of all principal and DST trust gains. These are real
estate agent level commissions charged every year which will ruin all,
if not most, of your DT benefits.
THE FIX:
you can have your good friend, an in-law, or any
manner of other legally qualified and trusted person in your life (that
is not closely related to you) act as your trustee free of these
debilitating annual corporate trustee commissions.
Join
My 2-Part Video Series
$499.
Complimentary
starting
and
running
for three days only . . .
Learn the
only
commission-free § 453 Deferred Trust on planet earth.
defer capital gains tax
for decades without 1031 exchange
restrictions
appoint
your own DT
trustee and save 1.5% of the trust
every year (and another fortune in lost opportunity costs)
strategically sit in cash
invest
in what you
want, when you want
the schrewdest way to
keep what you make
limited space
. . . enroll now
Have questions?
submit and you will be
redirected to
Michael's calendar for a next available no cost appointment
For media inquiries
contact: Michael [ a t ] OpesTrust.us.
The
§ 453 deferred sales trust
(DT) is a little known gem
that legally defers capital gains taxes on real
estate, business, crypto sales (and other property) for
decades. 
IRS
Code, section 453 authorizes installment sales of
real estate, businesses, and other property (not publicaly traded
stocks and bonds) where sellers don't have to pay capital
gains tax until they receive their installments. 
There are no
1031 like-kind
reinvestment restrictions with
DTs. You do not have to reinvest within a 45 day window or
only in real estate of equal or greater value.
