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Reef Point, LLC

Reef Point, LLC

Deferring Recoginition of Capital Gains

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Deferred Sales Trust

The Use of Alternative Investments within the Deferred Sales Trust

Reef Point LLC · September 3, 2024 ·

The Use of Alternative Investments within the Deferred Sales Trust | Reef Point LLC

The Deferred Sales Trust is designed so that the proceeds of the sale of a business, real property or highly appreciated collectables can achieve tax deferred status.  The original seller of the appreciated asset first sells the asset to the Trustee of the Trust, who then “re-sells” the property to another qualified buyer.  The transaction is effectively completed in what could often be termed a double escrow.

Webinar Replay: Turn Capital Gains Taxes from a Stumbling Block into a Stepping Stone

Reef Point LLC · August 30, 2024 ·

Webinar Replay: Turn Capital Gains Taxes from a Stumbling Block into a Stepping Stone | Reef Point LLC

Did you miss our recent webinar on Guidelines for a Deferred Sales Trust to Qualify? Or maybe you want to revisit the valuable insights shared during the session. Here is access to the recording

Deferred Sales Trust: Your Solution to Biden’s Proposed Capital Gains Tax Hike

Reef Point LLC · July 26, 2024 ·

Deferred Sales Trust - Your Solution to Biden’s Proposed Capital Gains Tax Hike | Reef Point LLC

The recent article by Forbes highlights the potential impact of President Joe Biden’s proposed tax increases on capital gains, especially for high-income taxpayers. Under Biden’s FY 2025 budget, capital gains tax rates could soar to unprecedented levels, exceeding 50% in some states. This dramatic increase underscores the importance of strategic tax planning for those looking to sell highly appreciated assets. One effective strategy to consider is the Deferred Sales Trust™ (DST), which offers a way to defer capital gains tax and reduce the overall tax burden.

Webinar Replay: Guidelines for a Deferred Sales Trust to Qualify

Reef Point LLC · April 29, 2024 ·

Did you miss our recent webinar on Guidelines for a Deferred Sales Trust to Qualify? Or maybe you want to revisit the valuable insights shared during the session. Here is access to the recording

Webinar Replay: Maximizing Gains – Leveraging Deferred Sales Trust Through Changing Interest Rates

Reef Point LLC · February 13, 2024 ·

Maximizing Gains: Leveraging Deferred Sales Trust Through Changing Interest Rates | Reef Point LLC

Have you ever felt confused about Deferred Sales Trusts® compared to the Delaware Statutory Trust, Charitable Remainder Trust, and/or Opportunity Zones? You’re not alone! In our webinar we break down the intricacies of DSTs and guide you through the differences between the other financial mechanisms, Delaware Statutory Trust, Charitable Remainder Trust, and Opportunity Zones.

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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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