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Deferring Recoginition of Capital Gains

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Case Study

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.

Case Study: How the DST Helped June and John Preserve Their Family Wealth

Reef Point LLC · June 6, 2022 ·

Case Study - How the DST Helped June and John Preserve Their Family Wealth | Reefpoint LLC

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.

Case Studies: How the DST Benefits You If You Live in a State With No Income Tax

Reef Point LLC · October 12, 2021 ·

Case Studies - How the DST Benefits You If You Live in a State With No Income Tax | Reef Point LLC

In a previous post, we explained how the Deferred Sales Trust (DST) can benefit you if you live in a state, such as California, that imposes a state income tax. But what if you are fortunate enough to live in a state with no state income tax? How does the DST benefit you then? Read on to discover two ways in which the DST can shield you from substantial capital gains taxes when you sell a highly appreciated asset. For purposes of these case studies, assume you live in Florida, one of the states that imposes no state income tax, and therefore no state capital gains tax.

Case Studies: How the DST Benefits California Home and Business Owners

Reef Point LLC · August 24, 2021 ·

Case Studies - How the DST Benefits California Home and Business Owners | Reef Point LLC

With the possibility of capital gains tax rates increasing in the near future, you face a risk that, when you sell a highly appreciated asset, an even larger portion of your sale proceeds will be eaten up in long term capital gains taxes. The Deferred Sales Trust (DST) to the rescue! If you’re a savvy investor, you may have used this unique, proprietary tax deferral strategy in the past when you sold a piece of highly appreciated investment real estate.

Will a Bifurcated 1031 Exchange Achieve Your Investment Goals – Part 2

Reef Point LLC · January 5, 2021 ·

Will a Bifurcated 1031 Exchange Achieve Your Investment Goals – Part 1 | Reefpoint LLC

In Part 1 of this series, we explained how you can use a bifurcated 1031 exchange and Deferred Sales Trust (DST) to meet your investment and financial goals. In Part 2, we now offer you an alternative to the bifurcation approach.

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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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