A Qualified Opportunity Zone is an economically distressed community within the United States. The US Census defines potential qualified opportunity zones, and then a state governor nominates them: the Secretary of the Treasury certifies them.
Deferred Sales Trust
How the Deferred Sales Trust Works
One of the most frequent questions we receive here at Reef Point is how the Deferred Sales Trust (DST) works. Usually, the person asking the question has a highly appreciated asset, such as a business or investment, that he or she wishes to sell, but definitely does not want to pay the substantial capital gains tax inherent in such a sale.
Webinar Replay: How providing the perfect tax mitigation solution for your clients will increase your sales
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.
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.