Terms of Service
Last updated 20 September 2026
These terms govern your use of davenportdstcapitalgains.com, operated by Davenport & Associates, Inc. By using the site you agree to them. If you do not agree, please do not use the site.
The site is educational
Everything on this site is provided for educational and informational purposes only. It does not constitute tax, legal, accounting or investment advice, and it is not an offer to sell or a solicitation of an offer to buy any security or service.
Davenport & Associates, Inc. and John F. Davenport, Esq. are not registered investment advisers. Nothing on this site should be read as investment advisory services or as a recommendation regarding any security or investment strategy.
No attorney–client relationship
Using this site, submitting the estimator, or booking a call does not create an attorney–client relationship. Such a relationship arises only under a signed written engagement. Do not send confidential information until one is in place.
The Capital Gains Estimator
The estimator produces an illustrative screening estimate from the figures you enter and a set of simplified assumptions — including top-bracket rates, long-term holding, a single state rate, and the net investment income tax applied to the whole gain. It is not a tax computation, a projection of results, or a promise of any outcome, and your actual liability will differ.
A Deferred Sales Trust defers capital gains tax; it does not eliminate it. Whether it or any other strategy suits you depends entirely on your individual circumstances and on proper implementation, and tax law may change. Consult your own CPA and attorney before acting on anything here.
Your responsibilities
- Provide accurate information, and only information you are entitled to provide.
- Do not use the site unlawfully, or to interfere with it or with anyone else's use of it.
- Do not attempt to gain unauthorized access to any part of the site or its systems.
Text messages
If you consent to text messages, message and data rates may apply and message frequency varies. Reply STOP to opt out or HELP for help. Consent is optional and is never a condition of any purchase. See our Privacy Policy for how we record it.
Intellectual property
The content, design and marks on this site belong to Davenport & Associates, Inc. or its licensors. You may view and print pages for your own personal, non-commercial use.
Third-party links and embeds
The booking calendar is embedded from our scheduling provider, and some pages link elsewhere. We do not control those services and are not responsible for their content or practices.
Disclaimer and limitation of liability
The site is provided "as is" and "as available," without warranties of any kind, express or implied, to the fullest extent permitted by law. To that same extent, Davenport & Associates, Inc. will not be liable for any indirect, incidental, special, consequential or punitive damages, or for any loss arising from your reliance on the site or on any estimate it produces.
Governing law
These terms are governed by the laws of the State of Connecticut, without regard to its conflict-of-laws rules. The state and federal courts serving Fairfield County, Connecticut have exclusive jurisdiction over any dispute arising from them.
Changes
We may update these terms; the date above will change when we do. Continued use of the site after an update means you accept the revised terms.
Contact us
Davenport & Associates, Inc.
800 Connecticut Avenue, Suite E401, Norwalk, CT 06854
(203) 853-6300
office@jdavenportassociates.com