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Deferring Recoginition of Capital Gains

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Capital Gains

Webinar Replay: The Benefit of Deferred Sales Trust – Stock Sales vs. an Asset Sale of a Business

Reef Point LLC · February 1, 2023 ·

Webinar Replay: The Benefit of Deferred Sales Trust - Stock Sales vs. an Asset Sale of a Business

In this webinar Greg Reese, President of Reef Point and DST Trustee, explains the difference between a stock sale vs. an asset sale, and how of the Deferred Sales Trust Deferred Sales Trust™ (DST) can help reduce capital gains tax.

Conventional vs. Structured Installment Sales

Reef Point LLC · December 28, 2022 ·

Conventional vs. Structured Installment Sales | Reef Point LLC

When selling highly-appreciated assets, one of the main concerns for the seller is deferring capital gains tax. Essentially, if you sell an asset for more capital than you spent to acquire it, the government mandates that you pay tax on those gains.

Webinar Replay: How providing the perfect tax mitigation solution for your clients will increase your sales

Reef Point LLC · November 21, 2022 ·

Webinar Replay: How providing the perfect tax mitigation solution for your clients will increase your sales

In this webinar, DST Trustee and Reef Point’s CEO, Greg Reese, shares a smart strategy that will increase your seller’s net proceeds. This game-changing idea not only reduces the burdens on your seller by deferring their capital gains taxes but it gives YOU a direct advantage over your competition. The Deferred Sales Trust™ strategy gives you an advantage over the competition.
DST Trustee and Reef Point’s CEO, Greg Reese, interviews Matt Manavi MBA, CEO of Transworld Business Advisors of Orange. They provide an overview of the Business Broker’s responsibilities and the best options available to reduce tax impact for clients; CRTs, Opportunity Zones or Deferred Sales Trust.

Understanding IRC Section 453

Reef Point LLC · August 30, 2022 ·

Section 453 of the Internal Revenue Code authorizes installment sales when you sell highly appreciated assets, allowing you to defer capital gains taxes. It is not, however, available for all types of sales and has some serious down sides. Learn how a Reef Point Deferred Sales Trust gives you all the advantages of a conventional installment sale while solving its inherent problems.

How Becoming a Reef Point Partner Can Increase the Profitability of Your Business Brokerage

Reef Point LLC · August 25, 2022 ·

In today’s business climate, you need an edge over your competitors in order to enhance your bottom line. If you’re a business broker, becoming a Reef Point Partner can give you exactly that. Such a partnership allows you to offer your clients the Deferred Sales Trust as a capital gains tax-saving strategy when they sell a highly appreciated business.

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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
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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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