John Balmer
Estate Planning Team
o
949-478-2256
c
949-478-2256
John brings over 20 years experience as an Investment Advisor to his clients at DST Wealth Management, LLC. Based out of their Irvine, CA office, John has consulted on a broad range of financial matters from investments and financial planning to venture capital investing and counterparty risk for clients ranging from individuals, families and institutional investors. John’s wealth planning practice specializes in providing comprehensive capital gains tax deferral and investment strategies for retirees, wealthy individuals and families.
Prior to entering the wealth advisory business, John was a Director at BlackRock where he managed the firms counterparty trading and global credit risk functions and partnered with firm’s ETF business in developing early market expansion of the iShares™ ETF business. John spent the early years of his career as an Analyst at Deloitte Consulting and Citigroup Global Markets. He began his career at Compensation Resource Group as an Analyst.
John has a Bachelors from Cal Poly San Luis Obispo and resides in Orange County, CA.
Those of us who own businesses, corporations, and commercial or residential investment real estate assets are often reluctant to sell because of capital gains taxes associated with the sale. But what choice do we have other than a property exchange directed by a Qualified Intermediary? Is there another way to deal with the capital gains taxes that so many investors experience when they sell their assets? The answer may lie in the Deferred Sales Trust.
For a FREE tax savings analysis, please complete the form below. A member of Estate Planning Team will contact you to discuss the results and answer any questions you may have.
Request for Analysis
Upon completion of this questionnaire, Estate Planning Team will analyze the information and will follow up with you to discuss potential next steps. We’ll be happy to provide a free illustration that clarifies the tax-deferral benefits that the Deferred Sales Trust can provide for your specific transaction.
Estate Planning Team is committed to protecting your privacy and will never share your information with anyone except those directly involved in preparing your personal tax-saving illustration. Thank you for giving us the opportunity to help you defer capital gains. If you have any questions at all, please don’t hesitate to call us. We’re always here to help.