The Deferred Sales Trust™: A Capital Gains Tax Deferral Solution

ORANGE COUNTY CHAPTER EVENT

The Deferred Sales Trust™: A Capital Gains Tax Deferral Solution


The Deferred Sales Trust™ (DST) offers flexibility and provides an alternative to a 1031 exchange that can apply to your primary residence, investment property, or business. The DST is a trademarked strategy designed to minimize tax impacts for your real estate and business owner clients. Join Bob as he explains how it works and the various benefits such as: tax deferral; reduced estate taxes; conversion of an illiquid asset into estate liquidity; provision of retirement income; elimination of risk; and potential elimination of probate fees.

 

Learning Objectives:

  • Understand what the Deferred Sales Trust is as an alternative to a 1031 exchange
  • Understand ways to minimize tax impacts on real estate and business
  • Understand conversion of an illiquid asset into estate liquidity and how to eliminate risk
  • Understand how it may affect retirement income

 

About the Presenter:

Learn from industry expert Robert Binkele, CEO & Founder of Estate Planning Team.

Meet the Presenter

 

This event is free to attend! Thank you to our Sponsors:


This meeting will be held at Maggiano’s South Coast Plaza.

Address: 3333 Bristol Ave. Costa Mesa, CA 92626

EXIT PLANNING IS GOOD BUSINESS STRATEGY

The EPI Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting www.EPIOrangeCounty.org.

About the Presenter


Robert Binkele

Robert Binkele

CEO & Founder of Estate Planning Team

Meet Robert Binkele.

Robert Binkele is the founder and CEO of the Estate Planning Team, (EPT), established in 1999 which provides brokers, CPA’s, attorneys, real estate and insurance professionals lead generation websites, marketing and administrative support services to implement estate planning and capital gains deferral strategies for their clients. EPT members have a proven record of securing substantial assets for management while helping their clients preserve their wealth. Robert is an independent financial advisor and wealth manager of his independently owned and operated Centaurus Financial, Inc. branch. Binkele has been securities licensed for over 22 years with previous experience as wealth manager for J.P. Turner & Company, LLC, Brookstreet Securities Corp, Raymond James & Financial Services Inc and Spelman Securities. A San Luis Obispo, CA native, Robert earned his Bachelor of Science degree with a major in FCS Finance from the University of Utah and currently is President of the Palm Springs chapter University of Utah Alumni Association. In 1985-1986, he played professional football for the San Francisco Forty-Niners. Robert’s professional awards include newly appointed member of Forbes Finance Council, two-time member of the Raymond James Financial Services President’s Counsel, seven-time member of J.P. Turner & Company’s Founders Club, Pacific Life Leadership Club, Pimco Funds Chairman’s Counsel, US Allianz Presidents Club, SunAmerica Platinum Advisor, Prudential Masters Council, two-time Exceptional Customer Service award winner from COLE, Transamerica Circle of Excellence. Robert splits his time between Dana Point, CA and Indian Wells, CA. with his wife Kelly. They are the proud parents of two children, one son-in-law and a new grandbaby.


Continuing Education


This meeting qualifies for the following continuing education credits:

One (1) CPE hour

One (1) CFP® hour

 

NOTE: Proper documentation must be collected and submitted to qualify for continuing education. For questions regarding awarded continuing education credits, please contact Josh Koza at JKoza@Exit-Planning-Institute.org.