• Skip to primary navigation
  • Skip to main content
(866) 867-8633
  • Partner Login
  • Request a Consultation
Reef Point LLC Logo

Reef Point, LLC

Deferring Recoginition of Capital Gains

  • DST Explained
    • Exit Strategy
    • 1031 Exchange Alternative
    • 1031 Exchange Rescue
    • Guidelines for a DST to Qualify
    • Standard DST & DST Plus
  • Meet the Team
    • Meet Greg Reese
  • Resources
    • Blog
    • FAQ
    • Case Studies
    • Videos
    • Webinars
  • Partner Center
    • Attorneys
    • Business Brokers
    • CPAs
    • Financial & Investment Advisors
    • Mergers and Acquisitions Professionals
    • Real Estate Professionals
    • Partner Portal
  • Contact Us
  • Partner Login
  • Request a Consultation
  • Show Search
Hide Search

Deferred Sales Trust Case Studies

Featured Case Studies

Sale of Investment Product

Someone who wants to sell an investment product they have owned for a while benefits from using a DST.

Read Case Study

Business Exit Strategy

A business owner who is looking to sell their business and see how they can defer taxes once their business sells.

Read Case Study

Sale of Primary Residence

Use this unique Tax Strategy to sell a primary residence when you need to move and a lot of appreciation has accumulated.

Read Case Study

The Case Study of Dave and Pete

Real Estate or Business Exit Strategy

Additional Case Studies

Multiple Partners - Business and Real Estate Exit Strategy | Reef Point

Multiple Partners – Business and Real Estate Exit Strategy

Reef Point LLC March 26, 2021
This is the story of 3 physicians who built a medical practice as a professional partnership, bought a medical building along the way and all …
Read More
Case Study - Using a DST During the Sale of Primary Residence | Reef Point

Case Study: Using a DST During the Sale of Primary Residence

Reef Point LLC March 26, 2021
Steven and Rene are a successful couple who owned an insurance agency they recently sold to two of their children.  They moved to California in …
Read More
Case Study - DST Business Exit Strategy | Reef Point

Case Study: DST Business Exit Strategy

Reef Point LLC March 26, 2021
Joe owns a manufacturing business in the Mid West that provides automotive and aircraft parts.  He enjoys good relationships with long-term customers and his business …
Read More
DST as Solution to Dissolution of Real Estate Partnership | Reef Point LLC

DST as Solution to Dissolution of Real Estate Partnership

Reef Point LLC March 26, 2021
It is not uncommon for friends or family members to pool their resources together to invest in Real Estate.  Often times they employ a strategy …
Read More
Investment Real Estate – DST as a 1031 Exchange Alternative

Investment Real Estate – DST as a 1031 Exchange Alternative

Reef Point LLC March 26, 2021
This is the story about a family who had been investing in Real Estate for years who found themselves vulnerable due to the onset of …
Read More

Visit Our Partner Center

Learn More
  • Help your clients reap the benefits of modern strategies to defer taxes and grow their portfolio while minimizing the risk. In addition to adding value to current clients, you’ll expand your services to new prospects.
  • Professionals are looking for innovative ways to earn business.
  • Increase Your Prospective Client’s Motivation
  • What if fear over Capital Gains Taxes were no longer a reason NOT to Sell?

Welcome

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

Quick Links

  • DST Explained
  • Partner Center
  • Case Studies
  • FAQ
  • Contact Us

Subscribe

Receive invitations to exclusive events, seminars occasional market news, updates, and opportunities from the Reef Point team.

  • This field is for validation purposes and should be left unchanged.

Contact

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

  • Facebook
  • LinkedIn

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.

© Copyright 2021 | Reef Point, LLC All Rights Reserved | Privacy Policy | Terms & Conditions

© 2022 Reef Point, LLC