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General questions:
Some of the frequently asked questions about Deferred Sales trusts and our platform
A Deferred Sales Trust (DST) is a financial strategy that allows individuals to defer capital gains taxes by transferring assets into a trust before selling them. This enables continued investment growth and better tax planning.
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.
Our platform is designed for ease of use with guided onboarding, intuitive interfaces, and comprehensive training resources to ensure a smooth setup and quick adoption.
A Deferred Sales Trust can accommodate a wide range of assets, including real estate properties, business interests, stocks, bonds, and other high-value investments, allowing for flexible and diversified asset management.
Our platform offers highly customizable reporting and analytics tools, allowing you to generate detailed reports tailored to specific client needs, track key performance metrics, and visualize data through interactive charts and graphs.
We continuously enhance AcquiDST by rolling out regular updates and new features based on user feedback and industry advancements. Users are automatically notified of updates, and detailed release notes are provided to keep you informed of the latest improvements.
License usage:
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Support & updates:
Explore the support and updates that come with your theme purchase, including the duration of access, the type of support offered, how to seek assistance for theme-related issues.