Adam Ausloos, MBA, CRPC as a new Deferred Sales Trust™ (DST) trustee
May 31, 2017
Estate Planning Team, Inc. (EPT) is pleased to announce Adam Ausloos, MBA, CRPC as a new Deferred Sales Trust™ (DST) trustee. He is the Managing Principal of Tax Deferral Trustee Services LLC, located in Franklin, Wisconsin (Defernow.com). Mr. Ausloos is also the Managing Principal of AdviceWorks Wealth Advisors. In addition, Adam brings more than a decade of experience in the banking and lending industry with seven years of management experience at HSBC and CITI. Mr. Ausloos understands both the business owner and real estate owner client. He has built, managed, and sold several successful businesses including a real estate development company. He understands the entrepreneur’s mindset and exit strategy challenges first hand from his own experiences. Mr. Ausloos has a passion for helping others navigate their liquidity events by sharing his knowledge and expertise. He holds a B.S. degree from Carroll University and an Executive MBA with honors from The University of Wisconsin – Milwaukee Lubar School of Business Class 2012. Mr. Ausloos also serves on various boards where he was elected as the President of EMBA Board for UW-Milwaukee Lubar Business School, and remains a current EMBA Board member. He is a member of (MMAC) Metropolitan Milwaukee Association of Commerce, Member of CEO round table and the networking forum. Mr. Ausloos is also a supporter of (NCF) National Christian Foundation. Mr. Ausloos stated, “Helping people help others is the bigger picture and focus of my practice”.
Robert Binkele, Estate Planning Team Chief Executive Officer and Member of Forbes Finance Council, has determined that there is a high demand for additional trustees with expertise in the Deferred Sales Trust™ tax deferral strategy. When reached for comment, Mr. Binkele stated, “I am delighted to welcome our new trustees to EPT. We reviewed many qualified individuals and letters of interest of those seeking to become DST trustees and these additions to our trustee team represent the best team. They all have impeccable credentials and long histories of best practices relating to acting as fiduciaries. They are going to be terrific.” Mr. Binkele further stated, “With the amount of growth that we are experiencing from different parts of the country, it is essential to be able to service every trust with highly experienced professionals. Each trustee will provide services to a chosen area and will help our EPT members in growing their businesses.”
The Deferred Sales Trust™ utilizes Section 453 of the Internal Revenue Code (the installment sale provision) to defer and time the payment of capital gains obligations upon the sale of highly appreciated businesses and property. The Estate Planning Team’s turnkey marketing system has successfully tapped into the growing demand for comprehensive tax and financial solutions on behalf of owners of highly appreciated assets who do not want their hard-earned wealth to be depleted by oppressive capital gains and estate taxes. The Deferred Sales Trust™ has been vetted and lauded by various law firms, accounting firms and financial professionals throughout the United States. These include an array of major national firms with prominent state and federal tax practices.
Estate Planning Team, Inc. is the exclusive licensor of the Deferred Sales Trust ™. The DST utilizes IRC § 453 (installment sales) to allow owners of highly appreciated property (real estate, businesses) to sell these assets and defer the payment of capital gains taxes. The sales proceeds are placed into a trust that pays the seller a predefined interest rate each year and the principal is taxed at the applicable capital gains tax rate when it is returned to the seller. For more information or to register for a free webinar on the Deferred Sales Trust™, please contact Kari Smith (866) 779-5339. To learn more about the Estate Planning Team visit the company website at www.myept.com. To read more about the Deferred Sales Trust™ go to www.mydstplan.com.