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Deferring Recoginition of Capital Gains

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The Deferred Sales Trust™ Advantage

Employ an innovative tax strategy to defer capital gains tax and preserve wealth.

Learn More About DSTs

Add Value to Your Professional Practice

Help your clients reap the benefits of modern strategies to postpone taxes.

Explore Becoming a Partner

 

If you own a business or real estate with a large amount of gain and are not selling your property because of capital gain taxes, or can’t find suitable, qualified property exchanges, then you may want to consider a Deferred Sales Trust™ (DST).

Explore the Three Most Common Uses for the Deferred Sales Trust

Exit Strategy

Looking to sell appreciated Real Estate, a Business, Collectible, or other high value asset & not repurchase the same asset class?

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1031 Exchange Alternative

Looking to “trade up” into more real estate, and want to park your sales proceeds indefinitely for the right deal?

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1031 Rescue | Reef Point

1031 Exchange Rescue

Looking for a way out from an exchange that has no suitable upside available in time or is in jeopardy of failing?

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What is a Deferred Sales Trust

If you are considering the sale of a highly-appreciated asset – business, corporation, or investment in real estate – you may face capital gains taxes associated with this transaction. A Deferred Sales Trust (DST) is a legal contract between you and a third-party trust in which you sell an asset to the Trust in exchange for the Deferred Sales Trust’s contractual promise to pay you a fixed sum over a prearranged future period in the form of an installment sale note or promissory note. A DST gives you the ability to control your capital gains tax exposure, reinvestment terms, and installment payments made from the Trust.

Watch our DST Explainer video here, then click below to learn more.

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Benefits of a Deferred Sales Trust™

Tax Deferral

When appreciated assets are sold, capital gains tax is deferred until the seller receives the future payments.

Maintain Family Wealth

When properly structured, DSTs provide the potential to pass on a portion of the note principal to your legal heirs.

Retirement Income

Converts an illiquid asset into predictable monthly payments that can be used as retirement income.

Reduce Risk Associated with Ownership

By utilizing the DST, you have taken an otherwise “exposed” or liability prone asset and converted it to a “no-liability” asset.

Why Partner with Reef Point?

Gregory Reese is one of only 13 Trustees in the U.S. for Deferred Sales Trusts and has expertise in all facets of the process. He has also assembled a network of trusted professionals well-versed in this strategy to guide you through the process efficiently, professionally, and compassionately.

About Reef Point

Use Cases for a Deferred Sales Trust

Investment Products

Read Case Study

Businesses

Read Case Study

Primary Residences

Read Case Study

Testimonials

I postponed selling my business for years because of the taxes.  The DST saved my marriage!

J.  Baker

I was tired of being a landlord.  The DST made it possible for me to replace my income and free up my time for family and travel.

 C.J. Wilson

Our CPA gave us a stark picture of our after tax sale proceeds.  Greg and the whole DST Team helped us net much more out of our business than we ever expected.

B & A Harmon

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Learn more about becoming a Reef Point partner.

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Welcome

Reef Point LLC was founded by Gregory H. Reese who is one of only 13 Trustees in the US for Deferred Sales Trusts.

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Contact

3525 Hyland Ave., Suite 145
Costa Mesa, CA 92626
714-581-5376
info@reefpointusa.com

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As an authorized and approved Trustee for the Deferred Sales Trust and Member of the Estate Planning Team (EPT), Reef Point, LLC promotes the use of the Deferred Sales Trust™ or other estate planning techniques and is not responsible for recommendations made by other members of the Estate Planning Team, including the Deferred Sales Trust or other tax, legal or estate planning strategies.

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