Prospect, Produce, Prosper

Deferred Sales Trust: Unlock Tax Savings for Your Clients

Episode Summary

In this episode of the Prospect, Produce, Prosper Podcast, Marc Rogers dives deep into the Deferred Sales Trust (DST)—an advanced tax strategy helping business owners and investors defer taxes, secure retirement income, and achieve financial flexibility. Learn how this game-changing tool can help advisors stand out and grow their practice.

Episode Notes

Welcome to the Prospect, Produce, Prosper Podcast! This episode focuses on the Deferred Sales Trust (DST), a powerful tool for advisors looking to guide clients through the complexities of tax planning and wealth transfer. Marc Rogers shares insights on how the DST can differentiate your practice, create long-term value, and open doors with centers of influence like CPAs and attorneys.

Main Points Discussed:

• The Largest Wealth Transfer in History: Why advisors need innovative strategies now more than ever.
• Deferred Sales Trust Basics: How it works, including key elements like Tax Code 453.
• Real-World Applications: Helping clients defer taxes on highly appreciated assets and generate retirement income.
• The Done-For-You Process: Why advisors don’t need to navigate the complexities alone, and how the DST team supports implementation.
• Building Relationships with COIs: Using the DST as a conversation starter with CPAs, attorneys, and other professionals.
• The Advisor Advantage: How the DST enhances your value proposition, making you indispensable to clients and referral partners.

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