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Reef Point, LLC

Reef Point, LLC

Deferring Recoginition of Capital Gains

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Deferred Sales Trust Case Studies

Featured Case Studies

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Sale of Investment Product

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

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A group of business people collaborating at a table, sharing success stories and discussing case studies relevant to Deferred Sales Trusts.

Business Exit Strategy

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

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Hardwood floors in the living room enhance the aesthetics and overall appeal of this space.

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.

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The Case Study of Dave and Pete

Real Estate or Business Exit Strategy

Additional Case Studies

New Case Study: Avoiding a $1.2M Tax Bill on Bitcoin Gains

Case Study: Avoiding a $1.2M Tax Bill on Bitcoin Gains

April 7, 2025

After holding Bitcoin since its early days, one couple decided it was time to diversify….

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

Multiple Partners – Business and Real Estate Exit Strategy

March 26, 2021

This is the story of 3 physicians who built a medical practice as a professional…

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Case Study - Using a DST During the Sale of Primary Residence | Reef Point

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

March 26, 2021

Steven and Rene are a successful couple who owned an insurance agency they recently sold…

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Case Study - DST Business Exit Strategy | Reef Point

Case Study: DST Business Exit Strategy

March 26, 2021

Joe owns a manufacturing business in the Mid West that provides automotive and aircraft parts. …

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DST as Solution to Dissolution of Real Estate Partnership | Reef Point LLC

DST as Solution to Dissolution of Real Estate Partnership

March 26, 2021

It is not uncommon for friends or family members to pool their resources together to…

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Investment Real Estate – DST as a 1031 Exchange Alternative

Investment Real Estate – DST as a 1031 Exchange Alternative

March 26, 2021

This is the story about a family who had been investing in Real Estate for…

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  • 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.

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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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