The Deferred Sales Trust™ Advantage
Employ an innovative tax strategy to defer capital gains tax and preserve wealth.
Add Value to Your Professional Practice
Help your clients reap the benefits of modern strategies to postpone taxes.
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?
1031 Exchange Alternative
Looking to “trade up” into more real estate, and want to park your sales proceeds indefinitely for the right deal?
In Case of Missed 1031 Opportunity
Do you have any options in a 1031 Exchange when no suitable upside property is available in time or is in jeopardy of failing due to statutory time constraints?
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.
Compare a DST with a Self Directed 401k
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 a handful of 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.
Use Cases for a Deferred Sales Trust
Investment Products
Businesses
Primary Residences
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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