American Fiduciary Services – Honesty-Integrity-Service

We have helped 100’s of people just like you make the right decisions by flawlessly executing on delivering and properly managing your trust as a fiduciary. We will help you reduce or eliminate your capital gain taxes while increasing your net worth, helping make your dreams come true.

You are about to make one of the biggest decisions in your life. You want to work with professionals you can trust.

We have helped 100’s of people just like you make the right decisions by flawlessly executing on delivering and properly managing your trust as a fiduciary.

We will help make your dreams come true.

What is a Deferred Sales Trust

The Deferred Sales Trust or DST is a legal contract between you (the note holder) and a third-party trust. If you are like the more than 2,000 other DST Trust holders, you want to reduce and defer capital gain taxes on the sale of your highly appreciated asset.

When you sell a primary residence, investment property, or business to a Deferred Sales Trust, this trust provides a contractual promise to pay you a predetermined amount over time in the form of an installment sale note or promissory note.

The Deferred Sales Trust gives you the ability to control your capital gain and state income tax exposure, investment returns, and installment payments made from the trust.

Why Do I Need a Trustee?

In order to legally defer capital gains taxes on the sale of a primary residence, investment property, or business, the taxpayer must never take constructive receipt or control of any proceeds from the sale of the asset.

A Deferred Sales Trust is one vehicle that can be used to defer capital gain taxes, but the trust must be managed by a disinterested third party – the Trustee. This trustee cannot be a relative, or have a business or personal relationship with the taxpayer.

What Does A Trustee Do?

A trustee is an individual or company, completely independent, performing the fiduciary duty of managing a trust.

The Deferred Sales Trust must employ a trustee that is truly independent. This independent trustee is responsible for managing the trust according to the laws that govern trusts, according to the installment contract, and according to the investor “note holder” risk tolerance and investment objectives.

Why Choose Mike Woloshin?

Mike Woloshin has been an investment advisor for over 35 years and is the Managing Director of Woloshin Investment Management, a full-service Registered Investment Advisor management company.

Mike also has been a trustee for more than two decades. He is trained and approved as a DST Trustee. Most individuals selling real estate would like to save taxes on the appreciation of their asset. A DST receives the proceeds of the sale 100% tax deferred and is invested for growth and income purposes.

With his investment management experience as a trustee, Mike makes sure the investments in the trust are not just suitable, but structured to accomplish the note holder’s goals.

Our Sole Focus Is You!

We’re committed to helping you achieve your financial goals…

Contact: 609.654.9700 | info@woloshinllc.com

We have helped 100’s of people just like you make the right decisions by flawlessly executing on delivering and properly managing your trust as a fiduciary. We will help you reduce or eliminate your capital gain taxes while increasing your net worth, helping make your dreams come true.

You are about to make one of the biggest decisions in your life. You want to work with professionals you can trust.

We have helped 100’s of people just like you make the right decisions by flawlessly executing on delivering and properly managing your trust as a fiduciary.

We will help make your dreams come true.

What is a Deferred Sales Trust

The Deferred Sales Trust or DST is a legal contract between you (the note holder) and a third-party trust. If you are like the more than 2,000 other DST Trust holders, you want to reduce and defer capital gain taxes on the sale of your highly appreciated asset.

When you sell a primary residence, investment property, or business to a Deferred Sales Trust, this trust provides a contractual promise to pay you a predetermined amount over time in the form of an installment sale note or promissory note.

The Deferred Sales Trust gives you the ability to control your capital gain and state income tax exposure, investment returns, and installment payments made from the trust.

Why Do I Need a Trustee?

In order to legally defer capital gains taxes on the sale of a primary residence, investment property, or business, the taxpayer must never take constructive receipt or control of any proceeds from the sale of the asset.

A Deferred Sales Trust is one vehicle that can be used to defer capital gain taxes, but the trust must be managed by a disinterested third party – the Trustee. This trustee cannot be a relative, or have a business or personal relationship with the taxpayer.

What Does A Trustee Do?

A trustee is an individual or company, completely independent, performing the fiduciary duty of managing a trust.

Why Choose Mike Woloshin?

Mike Woloshin has been an investment advisor for over 35 years and is the Managing Director of Woloshin Investment Management, a full-service Registered Investment Advisor management company.

With his investment management experience as a trustee, Mike makes sure the investments in the trust are not just suitable, but structured to accomplish the note holder’s goals.

Our Sole Focus Is You!

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We have helped 100’s of people just like you make the right decisions by flawlessly executing on delivering and properly managing your trust as a fiduciary. We will help you reduce or eliminate your capital gain taxes while increasing your net worth, helping make your dreams come true.

You are about to make one of the biggest decisions in your life. You want to work with professionals you can trust.

We have helped 100’s of people just like you make the right decisions by flawlessly executing on delivering and properly managing your trust as a fiduciary.

We will help make your dreams come true.

What is a Deferred Sales Trust

The Deferred Sales Trust or DST is a legal contract between you (the note holder) and a third-party trust. If you are like the more than 2,000 other DST Trust holders, you want to reduce and defer capital gain taxes on the sale of your highly appreciated asset.

When you sell a primary residence, investment property, or business to a Deferred Sales Trust, this trust provides a contractual promise to pay you a predetermined amount over time in the form of an installment sale note or promissory note.

The Deferred Sales Trust gives you the ability to control your capital gain and state income tax exposure, investment returns, and installment payments made from the trust.

Why Do I Need a Trustee?

In order to legally defer capital gains taxes on the sale of a primary residence, investment property, or business, the taxpayer must never take constructive receipt or control of any proceeds from the sale of the asset.

A Deferred Sales Trust is one vehicle that can be used to defer capital gain taxes, but the trust must be managed by a disinterested third party – the Trustee. This trustee cannot be a relative, or have a business or personal relationship with the taxpayer.

What Does A Trustee Do?

A trustee is an individual or company, completely independent, performing the fiduciary duty of managing a trust.

Why Choose Mike Woloshin?

Mike Woloshin has been an investment advisor for over 35 years and is the Managing Director of Woloshin Investment Management, a full-service Registered Investment Advisor management company.

With his investment management experience as a trustee, Mike makes sure the investments in the trust are not just suitable, but structured to accomplish the note holder’s goals.

Our Sole Focus Is You!

Links

Contact

Our Location

Financial ServicesClick Below...

Financial Services
Click Below...