Robert Binkele

Founder & CEO

760-779-5339

760-409-7117

Meet Robert Binkele, the visionary leader of the Estate Planning Team (EPT). Since its inception in 1999, this nationwide organization has served as an invaluable resource for real estate brokers, CPAs, attorneys, and financial professionals, providing essential marketing support and administrative assistance to help clients defer capital gains taxes. EPT offers exclusive access to the Deferred Sales Trust, backed by a robust network of professionals dedicated to fostering business growth.

As an independent financial advisor at DST Wealth Management, LLC, Robert brings over 26 years of experience and a remarkable career trajectory that includes notable positions at J.P. Turner, Brookstreet, Raymond James, and Spelman. His credentials are a testament to his expertise, and since 2016, he has been a distinguished member of the Forbes Wealth Council, establishing himself as one of the leading financial professionals in the nation.

In addition to his role at DST Wealth Management, Robert manages and is an owner of several companies, including B&N Mining, Inc. and B&N Mining Properties, which focus on the exploration and development of gold, silver, and tungsten in California. He also leads EdgeCo, LLC, a global investment firm specializing in mergers and acquisitions, as well as flexible financial solutions. Furthermore, Mr. Binkele is a co-founder of AscentX Medical Inc., a pioneering enterprise in regenerative bio-repair therapy, dedicated to enhancing quality of life through advanced tissue engineering solutions.

A native of sunny San Luis Obispo, CA, Robert earned his Bachelor of Science in FCS Finance from the University of Utah, where he also excelled as a football player for the Runnin’ Utes and was honored as an academic all American for the Western Athletic Conference (WAC). He briefly ventured into the NFL as a center for the San Francisco 49ers, adding to his impressive accolades, which include recognition from PIMCO chairman’s council, Pacific Life, Allianz and Prudential.

Robert is not confined to his office; he actively shares his insights through webinars and podcasts, empowering advisors, brokers, and real estate professionals nationwide to optimize their tax strategies. When he is not engaged in financial endeavors, Robert enjoys relaxing in Dana Point and Indian Wells with his wife, Kelly, cherishing family time and cheering on their three beloved grandchildren as they embark on their own adventures.

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.

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CAPTCHA

Step 1

Name*

Age*

Marital Status*

Spouse's Name*

Spouse's Age*

Primary Phone*

Cell Phone

Email Address*

Step 3

Type of asset to sell*

Name/Description of asset being sold*

Additional asset/transaction information

How many years have you owned the asset?*

If less than a year, use a decimal.

Sale structure*

How is the asset owned?*

EXACT name of entity that owns asset*

Include LLC or Inc.

Your ownership share percentage*

Would other owners be interested in learning more about the DST?

Yes

State asset is located in*

Status of asset sale*

Expected gross asset sale price*

Debt to be repaid at closing

Expected selling expenses

Cost basis

Original purchase price + improvements.

Amount of straight line depreciation taken, if applicable

Sect 1250 depreciation, not deferring depreciation in excess of straight line.

Cash retained by seller at closing*

Expected excess depreciation recapture on sale of personal property/equipment (section 1245 property), if applicable/known

Estimated closing date*

Selling a highly appreciated asset?

Discover how you can defer capital gains and depreciation recapture taxes through the Deferred Sales Trust, an alternate to a 1031 Exchange that can protect your estate.

Robert Binkele

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

Step 1

Step 2

Step 3

Selling a highly appreciated asset?

Discover how you can defer capital gains and depreciation recapture taxes through the Deferred Sales Trust, an alternate to a 1031 Exchange that can protect your estate.

Robert Binkele

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

Step 1

Step 2

Step 3

Schedule a call to learn more about the DST.