In this webinar, DST Trustee and Reef Point’s CEO, Greg Reese, shares a smart strategy that will increase your seller’s net proceeds. This game-changing idea not only reduces the burdens on your seller by deferring their capital gains taxes but it gives YOU a direct advantage over your competition. The Deferred Sales Trust™ strategy gives you an advantage over the competition.
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.
Deferred Sales Trust
3 Celebrities Who Could Have Benefitted From a DST
It seems like almost every day you read about yet another musician who has sold his or her recordings or music catalogue for millions of dollars. What you don’t read about, however, is the tremendous capital gains taxes these celebrities must pay when they make such high-dollar sales.
What Every Investment Professional Should Know About the Reef Point Partner Program
Are you an investment advisor looking for additional ways to serve your high-asset clients? Find out how becoming a Reef Point partner can do exactly that for you. As a Reef Point Partner, you’ll be able to offer your clients the Deferred Sales Trust (DST) the safe, legal and proprietary form of installment sale that can save your clients thousands of capital gains tax dollars when they sell a high-dollar, highly appreciated asset.
Choosing the Best Exit Strategy When Selling Highly Appreciated Stocks
If you want to get out of today’s highly volatile stock market, or at least reduce your exposure therein, the thought of long-term capital gains taxes taking a huge bite out of your sale proceeds likely is your number one stumbling block. A DST can remove this concern while offering you reinvestment possibilities you may not have considered.
Saving an Additional 10% or More in Taxes With the DST
Learn how a Reef Point Deferred Sales Trust (DST) can save you hundreds of thousands of dollars when you sell one of your high-dollar, highly appreciated assets. This safe, legal, tested and proven tax deferral strategy prevents your going over the tax cliff in such situations. You could save 20% in capital gains taxes, plus an additional 10% or more in state and other taxes.