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Contact: 609.654.9700 | info@woloshinllc.com

About

American Fiduciary Services

Real Estate is an excellent investment choice, but when it’s time to sell, it has one major flaw.

TAXES
Houses for Sale

That's where we come in...

American Fiduciary Services can defer the capital gain taxes on the sale of a primary residence, investment property, business, or almost any highly appreciated asset by placing the proceeds in a Deferred Sales Trust.

Why use a Deferred Sales Trust?

  • Defer Capital Gains and other taxes on the sale of your property or business.
  • Provides planned income flow with very flexible investment choices.
  • Provides distribution flexibility.
  • Provides an alternative to the 1031 Exchange.
  • Provides a fully inheritable legacy to your beneficiaries.
Happy Seniors

What is a Deferred Sales Trust?

The Deferred Sales Trust is a legal contract between you (the note holder) and a third-party trust.
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 Choose Mike Woloshin as Your Trustee?

Mike Woloshin has been an investment advisor for over 35 years and is the Managing Director of Woloshin Investment Management, a full-service investment management company.
Mike also has been an active trustee for more than two decades. Most individuals selling real estate would like to save taxes on the appreciation. 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 and allocated to accomplish the note holder’s goals.
Mike Woloshin

Michael Woloshin is an Approved Deferred Sales Trust - Trustee

  • Mike is a respected authority on tax deferral strategies and has been an active trustee for over two decades.
  • Mike has helped 100s of investors, some just like you, to evaluate financial strategies, manage their investments to an agreed upon plan, and deliver industry leading results whether the market is up, down, or flat.
  • One of the most important details of the Deferred Sales Trust is the choice of underlying investments. The Trustee helps make these decisions. As Managing Director of Woloshin Investment Management, LLC a Registered Investment Advisor, Mike has long term, hands on experience and has advised clients on investments for over 35 year.
Couple Beach
There are many financial services professionals that provide a wide variety of investment choices.
Few of them have experienced a serious market downturn.
Mike has proven multiple times that he knows how to sail your financial ship through rough weather and prosper.
If you would like to learn more about Mike and American Fiduciary Services, download our free PDF by clicking the Learn More button below…
Learn More

Our Sole Focus Is You!

We’re committed to helping you achieve the retirement you want…

Contact Us Today
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We help individuals and families achieve their financial goals, because we believe everyone deserves a confident, independent retirement.

We’ll work with you to design the Tax Deferral Strategy you want – so you can find your happily ever after.

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Contact

Phone: 609.654.9700
Fax: 609.654.2777

Email: info@woloshinllc.com

Our Location

40 N Main St.
Medford, NJ 08055

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