WHO WE HELP
Qualified Intermediaries
An Alternative Solution
As a QI, you’re able to provide unique insight when it comes to capital gains tax deferral opportunities. With the ever-changing real estate environment, it’s essential to find new ways to market and grow your business. When a 1031 exchange isn’t the answer, this strategy can provide an alternative that provides tax deferral. The Deferred Sales Trust (DST) can be a great way to provide the niche solution that your clients are looking for.
The Deferred Sales Trust (DST) can help your clients defer ALL of their capital gains and potentially earn on the money that would have otherwise gone to Uncle Sam. With the Deferred Sales Trust, you can lead clients to a strategy that provides sellers with a solution to defer taxes indefinitely, while earning an income stream.
The DST is also a viable alternative to a failing 1031 exchange or for those property owners who wish to cash out of real estate or cannot find a replacement property. With the DST you’ll be able to capture the attention of Real estate professionals and sophisticated property owners.
EPT members receive:
- 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 personalized DST lead generation website and helpful guides to support your efforts.
Becoming an EPT member is easy.
We provide a seamless onboarding process with instructions, training, and all the marketing and educational materials you’ll need. EPT membership is free for Qualified Intermediaries.
Use your DST sales guide, marketing guide, and a multitude of free resources that make it easy for you to promote the DST to prospects and customers.