What is a minimum deal size or capital gains tax-deferred to make sense of the fees for the Deferred Sales Trust?

Created by Client Experience Team, Modified on Wed, 15 May, 2024 at 2:33 PM by Client Experience Team

Given the setup fees and ongoing fees, if the Seller/taxpayer is subject to $250,000 in tax liability and has at least 1 million dollars in net proceeds going into the trust, then the Deferred Sales Trust makes sense.