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.
Capital Gains
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
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
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.
Webinar Replay: How the DST Helps Business Brokers Mitigate Tax Impact
Business Brokers are an invaluable resource for anyone looking to sell or buy a private business. From a seller’s perspective, it is often said that an experienced Business Broker will help you get your deal done and significantly increase the deal value due to their specialized training.
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.