Real Estate Professionals
HOW CAN YOU LIST AND SELL MORE HIGHLY APPRECIATED ASSETS TO EARN MORE REAL ESTATE COMMISSIONS?
By introducing property owners to the Deferred Sales Trust.
The Deferred Sales Trust (DST), is a strategy to defer capital gains tax on the sale of highly appreciated residential, investment or commercial real estate or the sale of a business. The DST is an attractive alternative to a 1031 exchange when a client wants or needs to cash out of real estate or cannot find a replacement property for the the1031 Exchange.
In today's marketplace, real estate professionals are looking for ways to set themselves apart from the competition and earn more business. By offering the DST as a tax-efficient method for property owners to sell their highly appreciated property, you can earn more listings and sales.
You need no additional licensing to offer the Deferred Sales Trust™ to your clients. As a member of Estate Planning Team, you will have the tax and legal support to answer your clients' questions and create the necessary documents to implement the DST.
When you join EPT you will have your own personalized Deferred Sales Trust™ to generate leads and begin the selling cycle. By marketing capital gains tax deferral, you can earn more business in this challenging and competitive market.
Estate Planning Team provides members with:
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Access to the DST, which can help to set you apart from the competition, open meaningful conversations with wealthy prospects and existing clients.
- Access to tax and legal professionals that present and execute the Deferred Sales Trust for your prospects and clients.
- A networking plan to earn high net worth client referrals directly from other professionals.
- A marketing plan to use the DST to connect with high-net-worth prospects.
- A personalized DST lead generation website and a marketing plan to use your website to generate leads.