Simplify Capital Gains Tax Deferral With Our Trusted Deferred Sales Trust Platform

Effortlessly manage, optimize, and ensure compliance of your Deferred Sales Trusts with our all-in-one platform designed for tax attorneys, financial advisors, and wealth managers.

Intuitive Dashboard

Effortless Deferred Sales Trust Management

Our Deferred Sales Trust Platform streamlines the creation, management, and optimization of DSTs, ensuring compliance and maximizing tax benefits with ease.

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  • Get Your Time Back
  • Fast Set Up
Deferred Trust Setup

Determine if a Deferred Sales Trust is right
for you and plan your implementation strategy.

A platform for the community to connect and share resources

Evaluate strategies, determine potential tax liabilities, pros and cons of using a Deferred Sales Trust. Map out the entire DST process by using our step by step wizard.

 

Generate client facing reports to help clients visualize the benefits. Draft Trusts using our trust wizard so you do not miss a thing!

 

Why Choose Our Deferred Sales Trust Platform?

In the complex world of Deferred Sales Trusts, managing multiple trusts efficiently while ensuring compliance can be challenging. AcquiDST provides a seamless solution tailored to meet the unique needs of financial professionals, enabling you to focus on what you do best—serving your clients.

  • Streamline DST Management Centralize all DSTs in a single, intuitive dashboard.
  • Deliver New Opportunities Easily create, update, and track multiple trusts with ease
  • Get Your Time Back Automate routine tasks to save time and reduce errors.
Best Results

Comprehensive DST Setup & Management

Our platform centralizes all DST-related data, automates compliance tasks, provides detailed reporting, and facilitates seamless communication between advisors and clients, ensuring efficient and compliant DST management.

  • Take The Weight Off Your Shoulders Set up automated reminders for DST reviews, renewals, and compliance deadline
  • Stay On Top Of Your Clients Receive real-time notifications for critical updates and tasks
  • Advanced Reporting & Analytics Generate detailed reports on DST performance and tax deferral benefits.
All Features

Discover everything
you can do with AcquiDST

In the complex world of Deferred Sales Trusts, managing multiple trusts efficiently while ensuring compliance can be challenging.

AcquiDST provides a seamless solution tailored to meet the unique needs of financial professionals, enabling you to focus on what you do best—serving your clients.

Make It For You

Tailor your workspace with fully customizable dashboards, allowing you to prioritize the metrics and information that matter most to your practice.

Multi-User Collaboration

Enhance team productivity and client satisfaction with secure, multi-user access that facilitates seamless collaboration and data sharing.

Comprehensive Compliance

Stay effortlessly compliant with an all-in-one dashboard that tracks regulatory changes and ensures adherence to IRS guidelines.

Real-Time Tax Optimization

Maximize your clients' tax deferral benefits with automated, real-time adjustments tailored to current IRS regulations.

Support

We are here for you! We are fast with your feedback. Need a feature or want to see something improved? We have you covered!

Automate Your Tasks

Automate complex DST processes to eliminate manual tasks and ensure consistent execution across all trust management activities

Launch with ease

Seize the opportunity & empower your practice

Empower your practice with our DST Platform, seamlessly managing Deferred Sales Trusts to ensure compliance, optimize tax benefits, and enhance client satisfaction through intuitive, secure, and integrated solutions.

Get started - It's free