You've Built a Lifetime of Wealth in Your Home—Now It's Time to Access It Without Losing It to Taxes
Unlock the Sale of Your Home Without Paying Massive Capital Gains Taxes
Discover the strategy high-net-worth homeowners are quietly using to defer taxes, preserve wealth, and move on with freedom.
Who This Is For:
You’ve lived in your home for decades—
✔️ Bought it in the ‘70s, ‘80s, ‘90s, or early '00s
✔️ It’s worth $2M, $3M, maybe even more
✔️ You’ve paid it off and built your life here
Or you are..
✔️ Investment property owners
✔️ Business owners selling their business
But you’re stuck. You want to downsize, retire, or move closer to family - but a massive capital gains tax bill is holding you hostage.
This guide gives you real options to move forward—without losing your wealth to the IRS.
What's a Deferred Sales Trust (DST)?
It’s a legal, IRS-compliant tool used by wealthy sellers, investors, and business owners to:
✅ Defer capital gains taxes
✅ Reinvest into stocks, real estate, or cash
✅ Unlock equity without doing a 1031 exchange
✅ Create more financial flexibility and control
Why Haven't I Heard of This Before?
1. It’s Not Taught in Traditional Education
Most CPAs, agents, and advisors haven’t been trained on DSTs. They’re not part of the usual playbook.
2. It’s Built for Big Gains
DSTs typically only make sense for $500K+ in capital gains, so most professionals never need them.
3. It’s Confused With Other Tools
Many confuse it with Delaware Statutory Trusts or other tax shelters. This one is different—and legal.
4. It Requires a Specialized Team
It’s not DIY—it needs a coordinated group of professionals to execute correctly (i.e. a well integrated team of tax strategists, attorneys, and wealth advisors).
Real Story: Judy
Judy bought her San Mateo home in the '80s for $20,000. We then renovated the home from top to bottom in order to help her sell the home for $2.4M. This created a taxable event of +$1.7M in capital gains.
Instead of losing nearly 40% to taxes, she used a Deferred Sales Trust to defer the gain, reinvest, and retire comfortably.
No 1031. No fire drill. No regrets.
What You'll Learn in the Guide
1. What is a Deferred Sales Trust?
Understand how it works and how it compares to a 1031 exchange.
2. Step-by-Step Setup
See exactly how to set it up and what it takes.
3. How to Defer Taxes - Legally
Get a plain-English walkthrough of how this IRS-compliant strategy can help reduce or defer your capital gains tax bill.
4. Real Case Study: Judy's $2.4M Sale
See how a longtime homeowner used a DefST to keep her nest egg intact—and invest in her future without the tax hit.
5. Frequently Asked Questions
Worried about IRS scrutiny? Costs? Risks? We’ll answer the top questions we hear from primary home sellers and investors like you.
Ready to Unlock the Equity You’ve Earned—Without Losing It to Taxes?
This free guide walks you through the strategy smart sellers are using to move forward confidently—while keeping more of their money.
No spam. No sales pitch.
Just a powerful strategy explained clearly—so you can make the best financial decision for your future.
We’re local here in San Mateo. If you’re even thinking about selling, let’s have a friendly, zero-pressure conversation first. We’ll walk you through the numbers and see if it’s a fit.
