Deferred Sales Trust™ With Jim Worley - Defer Your Capital Gains

Wealth Preservation

Through Capital Gains Tax Deferral and Innovative Investment Strategies

The Deferred Sales Trust™ is not new nor is it an untested structure. The same structure was written about in 1986 by the Harvard Law Review stating, “This is an example of the time value of money principle because the seller during the period of deferral can invest the money that otherwise would be used to pay the taxes. They are in effect receiving an interest-free loan from the government.”

Harvard Law Review Vol. 100, No. 2 (Dec. 1986), pp. 403-422 Published by: The Harvard Law Review Association.

What is a Deferred Sales Trust™?

Think of a Deferred Sales Trust™ (DST) as an IRA for real estate and business sales with additional flexibility.

With an IRA, you defer paying taxes on earned income for as long as the income is invested rather than received. This system allows the earnings from the investments to pay the taxes over time rather than paying taxes in the year of the earnings.

Similar to an IRA, with a Deferred Sales Trust™ you also defer paying taxes on the profit of a real estate or business sale as long as the profits are invested by the DST rather than the seller taking constructive receipt of the funds at the time of the sale. This system allows the earnings from the investments to pay the taxes over time rather than in the year of the sale.

The DST structure does not have restrictive limits on the deferral period, and you can withdraw funds as needed and only pay taxes on the amount withdrawn. If set up properly, funds may be reinvested back into real estate without the time constraints of a 1031 exchange.

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Learn more about DST in this interview with Jim Worley.

Meet

Jim Worley

Having over 35-years’ experience in real estate development, planning, marketing; brokerage, finance and consultation, Jim Worley has often witnessed the results of poor tax planning when selling a highly appreciated property or business. Jim is a tax deferral strategist and a real estate referral specialist. Jim specializes in educating seasoned real estate investors, wanting to cash out of real estate portfolios without having to pay in California, 37.1% of their net gain in the year of the sale. Through negotiated arrangements with the company that holds the exclusive trademark rights to the Deferred Sales Trust™ (DST), Jim is offering this program to the general public. This website is your introduction to this tax code compliant tax deferral program that has been used and tested for well over twenty years.

Prior to joining DST Wealth Management, Jim was a consultant for The Alta Verde Group, of Beverly Hills, California in the capacity of development coordinator. Assisted by his direction, The Alta Verde Group assembled projects in Palm Springs and La Quinta, California. Those projects represented 260-permit ready single-family residential lots with potential sales in excess of $155,000,000.

Mr. Worley has consulted in both Capital and Real Estate markets and successfully originated and closed over a quarter billion dollar in residential and commercial loans. Jim has provided transaction and finance advisory services to and with clients involved in corporate, construction and real estate issues. Project assistance for clients include: Arranging for project acquisition and finance; Owner’s relationship representative for clients and lender liaison; Staff interviews and selection; Property and community demographic reviews; Government and building authority representation. Mr. Worley is a licensed Real Estate Broker in the State of Texas and a licensed agent in California. Currently Jim is the project organizer and advisor in the development of two senior care assisted living developments, one in San Diego and the other in Santa Barbara, Ca.

Jim resides in Coronado, Ca., has two daughters, three grandchildren, is a member of The National Association of Eagle Scouts, the Navy League and served honorably for four years in the U. S. Navy. Jim is an avid runner, hiker and outdoorsman.

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"Jim is an amazing resource for providing an alternative option to a traditional 1031 Exchange. Its called a Deferred Sales Trust and it allows an investor an option to time the market cycles and not be tied to the traditional time constraints of the 1031 Exchange. This also works for owner occupied properties where a 1031 Exchange would not."

"Real Estate has been my career for the last 30 plus years. It has been both rewarding to me as well as my clients. You have brought attention to an important discovery of the IRS Code 453 by which real estate investments do not end up in a "cul-de-sac" for their diligence. We did not look beyond the IRS Code 1031 but thanks to your research and studies it allows my clients to prolong their assets to match their lifestyle."

"Jim cares about his clients, always returning calls promptly, and is an expert in his field. When owners of equity rich real estate are faced with the decision of selling appreciated real estate, downsizing or moving into a more manageable home and at the same time have the ability to defer taxable capital gains, Jim can explain the many options including the benefits of a Deferred Sales Trust (DST) in a digestible manner, quickly analyze whether it is a good solution for his clients and provide a game plan for execution."

"I have had the pleasure of meeting Jim Worley on several occasions. Jim is often invited to Dallas to share his knowledge of alternative tax deferral programs with local Real Estate professionals. I find he has a unique way of putting complex issues into easy to understand language better than anyone I know. I was most impressed with his desire to broaden his knowledge of new alternative programs that can be a tax savings to clients when selling highly appreciated properties or businesses. My recent work with Jim in “Qualified Opportunity Zone” programs is an example of his desire to increase and share his knowledge of these programs for the benefit of others."

"We happily recommend Jim Worley to our La Jolla Friends and neighbours. We found our dream retirement home in Idaho and didn’t know how we could buy it without selling our La Jolla home first. Our long-time friend, Jim Worley, immediately reached out to his vast network of consultants and arranged for interim financing, all within less than two (2) weeks, which allowed us to purchase that new home. Then he introduced us to a to a top agent who took control of the sale of our La Jolla home. This agent quickly arranged for minimalist styling, professional photography, and created our very own property website with an interactive 3-D tour! It was Amazing! Jim and the agent’s expertise in pricing advice and negotiation skills were spot on. The results speak for themselves. The house sold in seven (7) days. The agent’s personal attention, professionalism, and communication of what buyers expect in our price range were keys in getting our home sold so quickly. Jim and the agent’s commitment to quality and timeliness in action really paid off. With the expert marketing of our La Jolla home and the financial guidance we received from Jim Worley throughout the entire process, we would whole-heartedly recommend this full-service team to our friends, neighbors, family and colleagues. Thank you Jim, it was a great pleasure working with you."

"I just want to personally thank you for being such a professional and guiding light in my real estate purchase. I literally could not have done it without your patience and complete professionalism to navigate through my unique situation as I’m sure everyone else has as well. It’s a real treat as a Tennis Director of the Four Seasons Biltmore of Santa Barbara for the last 25 years to meet a fellow pro at what they do. You are forever a part of our family now and if you ever want to share my note to you, feel free to. I would be proud if I can help someone else find you as I know it would be their lucky day too, as it was for me the day you started to represent me. Cheers’ mate and again, thank you for everything."

About Jim Worley

Jim is a Tax Deferral Strategist and a Real Estate Referral Specialist.

JBW Enterprise, Consultation Services for:

Real Estate Development, Sales, Finance & Tax Deferral.

Texas Broker #192879, CA. #01066266 CRD #7216679

Website By Becca W.