Those of us who own businesses, corporations, or commercial or residential investment real estate assets are often reluctant to sell because of capital gains taxes associated with the sale. But what other choice do we have other than a property exchange directed by a Qualified Intermediary? Is there another way to deal with the capital gains tax deficits that so many investors experience when they sell their real business or estate assets? The answer may lie in the Deferred Sales Trust

Robert Binkele is a registered representative of Centaurus Financial, Inc., and a member of the Estate Planning Team. Centaurus Financial, Inc. and the Estate Planning Team are not affiliated entities. As an Estate Planning Team member, Robert Binkele promotes the use of the Deferred Sales Trustâ„¢ or other estate planning techniques to individuals as an outside business activity which is unrelated to his/her affiliation with Centaurus Financial, Inc. The Estate Planning Team and the Deferred Sales Trust are unrelated to Centaurus Financial, Inc. and Centaurus Financial, Inc. is not responsible for nor does it endorse recommendations made by members of the Estate Planning Team, including the Deferred Sales Trust or other tax, legal or estate planning strategies.
1. You
2. Property

Request for Analysis

Upon completion of this questionnaire, Estate Planning Team will analyze the information and a member of our team will contact you to discuss your circumstances.

We are committed to protecting your privacy and will never share your information with anyone except those directly involved in preparing your personal illustration. Thank you for giving us the opportunity to help you defer capital gains. If you have any questions, please call--we're here to serve you.

* First Name:
* Last Name:
* Birthdate or Age:
Spouse's Name:
Spouse's Birthdate or Age:
Home Address Line 1:
Home Address Line 2:
City:
* State:
Zip:
* Primary Phone:
Fax:
Home:
Cell:
* Email Address:
Remarks:
Next * - required fields

Tell us about the property.

Description:
Property/Business Information:
* Type of Property:
* State property is located in:
* Status of Property:
 
* How is the property owned?
 
* Married Yes
No
* Have you lived in this property for at least 2 of the last 5 years? Yes
No
 
* What is the fair market or resale value of the property after commissions, fees, etc. $
* Total Amount of Loans and/or mortgages that will be paid from the sale proceeds $
* What is the properties basis (cost plus improvements) before depreciation? $
* What is the amount of depreciation that has been taken? (If applicable) $
* What was your income for the year of the sale, not including the property sale? $
 
* - required fields