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Reef Point, LLC

Reef Point, LLC

Deferring Recoginition of Capital Gains

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Deferred Sales Trust

Reef Point History of the Deferred Sales Trust

Reef Point LLC · September 20, 2022 ·

History of the Deferred Sales Trust | Reef Point

The Deferred Sales Trust (DST) has a long and illustrious history. Find out more about this safe, legal, secure, proprietary form of an installment sale, including who and what made it possible, in this Reef Point article that highlights the DST’s major stepping stones from inception to today.

Worried About a Possible Recession? The DST Can Help You Through Troubled Financial Times

Reef Point LLC · September 13, 2022 ·

Is the U.S. in for a recession? Many experts say yes, and cite numerous facts to support their prediction. Many others, however, disagree and cite their own facts. Discover both sides of the argument and how a Reef Point Deferred Sales Trust can allow you to safely and reliably weather whatever economic and financial hardships befall.

What Will You Experience After Implementing the DST?

Reef Point LLC · September 6, 2022 ·

Learn what you’ll experience when you implement the Reef Point Deferred Sales Trust (DST) before selling one of your highly appreciated asset. This safe, legal, tested and proven tax strategy can save you hundreds of thousands of dollars in capital gains and income taxes while providing you with many additional benefits, including the retirement income you desire.

How Becoming a Reef Point Partner Can Increase the Profitability of Your Business Brokerage

Reef Point LLC · August 25, 2022 ·

In today’s business climate, you need an edge over your competitors in order to enhance your bottom line. If you’re a business broker, becoming a Reef Point Partner can give you exactly that. Such a partnership allows you to offer your clients the Deferred Sales Trust as a capital gains tax-saving strategy when they sell a highly appreciated business.

Selling When It’s Right For You: The DST Exit Strategy

Reef Point LLC · August 10, 2022 ·

Selling When It’s Right For You - The DST Exit Strategy | Reef Point LLC

As a savvy investor, you know that there’s a time to buy and a time to sell. But what’s your exit strategy when it comes to selling one of your high-dollar, highly appreciated assets such as your business, a real estate investment, or even your personal residence?

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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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