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"Secure Your Legacy and Maximize Your Wealth with a Deferred Sales Trust"
At Lighthouse Tax Solutions, we understand that preserving your wealth and protecting your estate is a top priority. By guiding you through the setup and management of a Deferred Sales Trust, we help you defer capital gains, minimize taxes, and maintain greater financial flexibility over the long term. A Deferred Sales Trust not only provides significant tax advantages, but it also grants you the power to strategically reinvest your proceeds, diversify your investments, and strengthen your estate planning strategy. With Lighthouse Tax Solutions’ personalized, expert guidance, you can feel confident knowing you have a trusted partner committed to helping you secure and grow your legacy.
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Who's This Perfect For
Real Estate Sales
Sale of Agricultural Property
Sale of Mineral Rights
Business Sales
Sale of Intellectual Property
Estate Consolidation
Stock Dispositions
Sale of a Franchise
Timber Rights
Daniel H. Bruni
Daniel Bruni advises clients on matters related to estates, trusts, closely held businesses and the transfer of private wealth. He assists clients in creating and implementing comprehensive estate plans through a variety of established techniques tailored to clients’ planning objectives. Strategies often incorporate the use of wills, trusts and family limited partnerships; high-level tax planning for income, gift, estate and generation-skipping transfer taxes; life insurance; asset protection; business succession planning; international and cross-border planning; and this extends to the administration of clients’ estates upon death.
Daniel also frequently represents business owners in the sale of their businesses and advises on matters involving reorganizations, mergers and acquisitions, transitions among generations or key employees and employment agreements.
Daniel is a board-certified tax law specialist* and has over 14 years of tax and legal experience, having previously practiced law in Montana prior to joining the firm and worked at a big-four accounting firm in Switzerland.
Daniel received a B.A. in English from Louisiana State University (2002), a J.D. from Loyola University, New Orleans (2008) and an LL.M. in Tax from the University of Florida (2013).
Daniel is admitted to the practice of law in Louisiana and Montana and is active in the following organizations:
Member of Society of Trust and Estate Practitioners (STEP)Member of the New Orleans Estate Planning Council (NOEPC)Member of the Montana State Bar Association’s Business, Estates,Trusts, Tax and Real Property (BETTR) SectionBoard Member of the Salvation Army of Greater New OrleansPresident of Global Maritime Ministries*as certified by the Louisiana Board of Legal Specialization nunc lacinia elit, sed pharetra arcu justo vitae velit. Suspendisse potenti. Curabitur ultricies est at convallis vulputate.
Ava Thompson
Operations Coordinator
Liam Carter
Creative Director
Safeguard Your Wealth With A Deferred Sales Trust
A Deferred Sales Trust (DST) can be a strategic tool for individuals looking to reduce their immediate tax burden and preserve wealth. By selling assets through a DST, sellers can defer capital gains taxes that would typically be due upon the sale of a highly appreciated asset. This allows the funds that would have been used to pay these taxes to be invested, potentially generating income over time. Furthermore, the DST provides flexibility in managing the timing of income recognition, which can be aligned with lower-income years to further minimize tax liabilities. This makes it an appealing option for those aiming to maximize their financial legacy while maintaining control over their investment strategy. amet, consectetur adipisicing elit. Autem dolore, alias, numquam enim ab voluptate id quam harum ducimus cupiditate similique quisquam et deserunt.