Want to Pay $0 in Capital Gains?
Discover Strategies to Reduce or Even Defer Your Capital Gains Taxes on your primary home - Legally.
With tax laws shifting and a new bill on the horizon, now’s the time to take action.
Selling your highly appreciated home or investment property? The tax bill can be shocking. But it doesn’t have to be that way. This free guide reveals how smart homeowners and investors are deferring capital gains taxes using a legal and proven strategy: the Deferred Sales Trust (DST).
“I never knew this existed. The DST saved me hundreds of thousands in taxes and gave me the flexibility I needed in retirement.”
Annie H., San Mateo homeowner
What You'll Learn in the Guide
1. What is a Deferred Sales Trust?
Understand the fundamentals of how a DST works to defer capital gains taxes and preserve your wealth.
2. DefST vs. 1031 Exchange: Key Differences
Learn why a DST gives you more flexibility than a traditional 1031, especially when you don’t want to reinvest right away.
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: Annie'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. Step-by-Step: How to Set One Up
No jargon. Just a clear roadmap of what’s involved, who you’ll need on your team, and how long it takes.
6. 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 learn how much you could save?
No spam. No sales pitch.
Just a powerful strategy explained clearly—so you can make the best financial decision for your future.