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Deferring Recoginition of Capital Gains

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Deferred Sales Trust

What You Need To Know About a Deferred Sales Trust

Reef Point LLC · March 21, 2023 ·

What You Need To Know About a Deferred Sales Trust | Reef Point LLC

A Deferred Sales Trust is an innovative legal tax strategy that allows you to defer capital gains taxes on selling highly appreciated assets. It’s growing faster than any other tax mitigation strategy in the U.S. If you plan to sell a business, real estate investment or cryptocurrency, you will likely face substantial capital gains taxes on your federal returns. A DST can help you avoid paying capital gains taxes immediately and save you money in the long run.

IRC 453 Installment Sales: Can the DST still work if the Seller is doing a Seller Carry-Back note directly with the Ultimate Buyer? Part 2 of 2

Reef Point LLC · February 28, 2023 ·

IRC 453 Installment Sales - Can the DST still work if the Seller is doing a Seller Carry-Back note directly with the Ultimate Buyer? | Reef Point LLC

Yes, the seller may incorporate both a Deferred Sales Trust and a direct seller carry-back with the ultimate buyer. Both techniques are governed by the same IRS Code (IRC 453) and both allow the Seller to defer taxes until periodic installment payments are actually received.

IRC 453 Installment Sales: Understanding the Tax Implications – Part 1 of 2

Reef Point LLC · February 26, 2023 ·

IRC 453 Installment Sales - Understanding the Tax Implications | Reef Point LLC

An installment sale is a type of sale in which the buyer pays the seller in installments over time, rather than in a lump sum payment. In the United States, these sales are governed by Internal Revenue Code (IRC) Section 453, which outlines the tax implications of installment sales for both buyers and sellers.

Do You Have Control Over a Deferred Sales Trust?

Reef Point LLC · February 24, 2023 ·

Do You Have Control Over a Deferred Sales Trust? | AmeriEstate Legal Plan

If you invest in real estate property or other high-value holdings, you may owe the federal government and your state capital gains taxes if you sell the property and profit from it. These taxes can significantly reduce how much you benefit from the sale. Furthermore, gains not secured in a trust are subject to probate if you hold them in your estate to pass on to your heirs.

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.

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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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