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Reef Point, LLC

Reef Point, LLC

Deferring Recoginition of Capital Gains

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Deferred Sales Trust

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

Case Study: DST Saves New Jersey Couple $2,857,285 On Business Sale

Scott Pringle · March 14, 2025 ·

If you hold substantially appreciated assets, selling those assets can result in a hefty tax bill. Turning over a sizable proportion of the profits from the sale significantly reduces the benefits you gain from making a sound investment decision. However, you don’t necessarily need to take such a hit, at least not upfront. It is […]

How Does a Deferred Sales Trust Work: Step-By-Step

Reef Point LLC · March 14, 2025 ·

How Does a Deferred Sales Trust Work: Step-By-Step

For business owners and investors looking to sell significant assets while managing tax implications, the Deferred Sales Trust (DST) offers a powerful solution. This innovative strategy enables sellers of businesses, real estate, cryptocurrency, or high-value collectibles to defer capital gains taxes while maintaining flexibility in wealth distribution.

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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
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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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