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Deferring Recoginition of Capital Gains

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Multiple Partners – Business and Real Estate Exit Strategy

· March 26, 2021 ·

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

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 decided to retire at the same time. Our 3 physicians are Dr. George, Dr. Alex and Dr. Ed.  Each are in their late 60’s to early 70’s and married.  After […]

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

· March 26, 2021 ·

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

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 the late 1990’s after Steven left the Marine Corp.  They bought a big beautiful home in Newport Beach during a recent real estate downturn and raised four children there.  While […]

Case Study: DST Business Exit Strategy

· March 26, 2021 ·

Case Study - DST Business Exit Strategy | Reef Point

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 has grown steadily.   Joe had been thinking about retiring in about 5 to 7 years, but recently his wife contracted a medical condition that requires he spend more time […]

DST as Solution to Dissolution of Real Estate Partnership

· March 26, 2021 ·

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

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 where they systematically use a vehicle known as a 1031 exchange to reinvest in more valuable properties using tax deferral to allow their assets to grow more quickly. As with […]

Investment Real Estate – DST as a 1031 Exchange Alternative

· March 26, 2021 ·

Investment Real Estate – DST as a 1031 Exchange Alternative

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 the COVID 19 Pandemic. Mr. and Mrs. Mendoza had long believed in Real Estate as a means to grow family wealth and teach their children about finances and building and […]

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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
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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