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

Reef Point LLC · April 7, 2025 ·

After holding Bitcoin since its early days, one couple decided it was time to diversify. But with a significant gain on their hands, selling meant facing a seven-figure tax bill until they learned how the Deferred Sales Trust (DST) can help defer capital gains.

Using the Deferred Sales Trust (DST), they were able to defer over $1.2 million in taxes and reinvest nearly all of their proceeds.

The DST isn’t just for real estate or business sales, it works incredibly well for digital assets like cryptocurrency, too.

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

Ready to see if it’s right for your situation? Let’s talk.

Schedule a Consultation or call us at 866-867-8633.

Case Study Bitcoin, Deferred Sales Trust, DST, Tax Strategy

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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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