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Reef Point, LLC

Reef Point, LLC

Deferring Recoginition of Capital Gains

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Blog

Flexibility and Customization in Deferred Sales Trust Payments

Reef Point LLC · October 30, 2024 ·

Investment Strategy Allocations With a Deferred Sales Trust | Reef Point

When it comes to selling a highly appreciated asset, a Deferred Sales Trust (DST) can provide you with an excellent opportunity to defer capital gains taxes, manage your tax liability, and reinvest the proceeds. One of the key advantages of a DST is its flexibility, particularly in how installment payments are structured and managed.

The Use of Alternative Investments within the Deferred Sales Trust

Reef Point LLC · September 3, 2024 ·

The Use of Alternative Investments within the Deferred Sales Trust | Reef Point LLC

The Deferred Sales Trust is designed so that the proceeds of the sale of a business, real property or highly appreciated collectables can achieve tax deferred status.  The original seller of the appreciated asset first sells the asset to the Trustee of the Trust, who then “re-sells” the property to another qualified buyer.  The transaction is effectively completed in what could often be termed a double escrow.

Webinar Replay: Turn Capital Gains Taxes from a Stumbling Block into a Stepping Stone

Reef Point LLC · August 30, 2024 ·

Webinar Replay: Turn Capital Gains Taxes from a Stumbling Block into a Stepping Stone | Reef Point LLC

Did you miss our recent webinar on Guidelines for a Deferred Sales Trust to Qualify? Or maybe you want to revisit the valuable insights shared during the session. Here is access to the recording

Capital Gains Tax Worries? Learn How This Strategy Can Help You Save.

Reef Point LLC · August 22, 2024 ·

Capital Gains Tax Worries? Learn How This Strategy Can Help You Save | Reef Point LLC

The Deferred Sales Trust (DST) is a powerful tool for deferring capital gains tax deferral when selling appreciated assets. However, its intricacies can sometimes lead to many questions.  We’ve address some of the most frequently asked questions to help you better understand how the DST works and how it can benefit you.

How Elon Musk Could Have Deferred Millions in Capital Gains with this Strategy

Reef Point LLC · August 19, 2024 ·

How Elon Musk Could Have Deferred Millions in Capital Gains with this Strategy | Reef Point LLC

Elon Musk, the CEO of Tesla and SpaceX, is no stranger to headlines. With all his many financial maneuvers, the sale of $2 billion worth of Tesla stock in 2021 stands out. But what if Musk had used a Deferred Sales Trust (DST) to manage his capital gains tax liability? Let’s explore how this strategy could have saved him millions.

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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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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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