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.
Capital Gains
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.
Case Study: How the DST Helped June and John Preserve Their Family Wealth
June and John were a gregarious couple who owned and operated a successful upscale restaurant in San Francisco. They not only owned the restaurant, but also the building in which it was located. While they loved their business, they were now in their late 50s and looking forward to retirement. As often happens, however, none of their three grown children had any interest in taking over the business.
How To Sell Your Highly Appreciated Cryptocurrency Without Paying Exorbitant Capital Gains Taxes
If you are a cryptocurrency investor, that makes you a very brave person with a high tolerance for risk. Perhaps the riskiest form of investment, cryptocurrencies are well known for dropping 15% or more in value overnight. On the other hand, they can make you a millionaire just as quickly.