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Reef Point, LLC

Reef Point, LLC

Deferring Recoginition of Capital Gains

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Deferred Sales Trust

Scale Your Business with the Big Beautiful Bill – Exit Smart with a Deferred Sales Trust

Reef Point LLC · October 20, 2025 ·

Scale your business with the Big Beautiful Bill and exit smart using a Deferred Sales Trust to defer capital gains taxes and preserve your wealth.

How the Big Beautiful Bill Plus a Deferred Sales Trust = Maximum Tax Savings

Reef Point LLC · September 29, 2025 ·

Clipboard with 'One Big Beautiful Bill' over an american flag background

When the Trump Administration’s “Big, Beautiful Bill” was signed into law, it created major advantages for small businesses and real estate investors. From increased deductions to immediate expensing, the tax landscape shifted in ways that allowed investors and business owners to reinvest more quickly and grow more confidently.

Webinar Replay: Repositioning Investments Using the Deferred Sales Trust

Reef Point LLC · May 12, 2025 ·

During this webinar, we answered key questions, including:

What exactly is a Deferred Sales Trust?

Can I use a DST for my primary residence sale?

Can I combine a 1031 Exchange with a DST?

How does allocation impact my business sale?

What if my business sale involves a seller carry back?

What is the role of the trustee in a DST?

If you have any questions or want to explore how a DST might apply t

Compare a DST with a Self Directed 401K

Reef Point LLC · April 29, 2025 ·

When it comes to deferring capital gains on the sale of appreciated assets such as real estate, a business, or collectibles, the Deferred Sales Trust (DST) continues to stand out as a flexible and powerful strategy. One of the most effective ways to explain its advantages is by comparing it to something more familiar self-directed 401(k).

Webinar Replay: Top Deferred Sales Trust FAQs Answered By Experts

Reef Point LLC · March 31, 2025 ·

Webinar Top Deferred Sales Trust FAQ’s Answered By Experts

During this webinar, we answered key questions, including:

What exactly is a Deferred Sales Trust?

Can I use a DST for my primary residence sale?

Can I combine a 1031 Exchange with a DST?

How does allocation impact my business sale?

What if my business sale involves a seller carry back?

What is the role of the trustee in a DST?

If you have any questions or want to explore how a DST might apply t

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Welcome

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
info@reefpointusa.com

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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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