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Reef Point, LLC

Reef Point, LLC

Deferring Recoginition of Capital Gains

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Blog

Webinar Replay: Maximizing Gains – Leveraging Deferred Sales Trust Through Changing Interest Rates

Reef Point LLC · February 13, 2024 ·

Maximizing Gains: Leveraging Deferred Sales Trust Through Changing Interest Rates | Reef Point LLC

Have you ever felt confused about Deferred Sales Trusts® compared to the Delaware Statutory Trust, Charitable Remainder Trust, and/or Opportunity Zones? You’re not alone! In our webinar we break down the intricacies of DSTs and guide you through the differences between the other financial mechanisms, Delaware Statutory Trust, Charitable Remainder Trust, and Opportunity Zones.

Deferred Sales Trust vs Charitable Remainder Trust

Reef Point LLC · January 11, 2024 ·

Deferred Sales Trust vs Charitable Remainder Trust | Reef Point LLC

The Deferred Sales Trust™ (DST) and a Charitable Remainder Trust (CRT) offer distinct advantages in managing assets and tax implications, catering to different financial objectives.

Webinar Replay: Understanding DSTs and Financial Mechanisms

Reef Point LLC · December 21, 2023 ·

Understanding DSTs and Financial Mechanisms | Reef Point LLC

Have you ever felt confused about Deferred Sales Trusts® compared to the Delaware Statutory Trust, Charitable Remainder Trust, and/or Opportunity Zones? You’re not alone! In our webinar we break down the intricacies of DSTs and guide you through the differences between the other financial mechanisms, Delaware Statutory Trust, Charitable Remainder Trust, and Opportunity Zones.

Webinar Replay: Elevate Profitability Plus Event Collaboration Opportunities

Reef Point LLC · November 6, 2023 ·

Greg Reese, shares his expertise about how the DST strategy can help you close more deals. Explore the advantages of having Greg Reese as a guest speaker or attend your company or event, and how his insights can elevate profitability and awareness in your marketplace.

Webinar Replay: Closing the Deal – How to Present the Deferred Sales Trust to Clients

Reef Point LLC · September 7, 2023 ·

Closing the Deal - How Advisors, Business Brokers and Real Estate Pros Can Present the Deferred Sales Trust to Clients | Reef Point LLC

Learn how business brokers and our greater affiliates can effectively present the Deferred Sales Trust to their clients.

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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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3525 Hyland Ave., Suite 145
Costa Mesa, CA 92626
714-581-5376
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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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