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Deferring Recoginition of Capital Gains

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Exit Strategy

Transition Strategies for Family Businesses

Reef Point LLC · January 25, 2023 ·

Transition Strategies for Family Businesses | Reef Point LLC

If your family is like many who own a business, you intend to keep it in the family across generations. However, it is also an asset that offers potential security after you pass, regardless of whether the company remains in the family.

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?

Utilizing the DST For Your Exit Strategy

Reef Point LLC · August 17, 2021 ·

Utilizing the DST For Your Exit Strategy | Reef Point LLC

If you’re one of the nation’s 73 million baby boomers at or very near retirement age, you may well have highly appreciated assets, such as real estate or a business, that you want to sell to help fund your retirement. The problem, however, is the potentially enormous capital gains taxes you face if you dispose of these assets via a conventional sale. Unfortunately, these taxes could eat up over half of your sale proceeds.

3 Pillars of a DST

Reef Point LLC · February 23, 2021 ·

3 Pillars of a DST | Reef Point LLC

Deferred Sales Trusts (DSTs) have been in existence for years, but nevertheless remain relatively unknown today. We here at Reef Point, therefore, thought it would be a good idea to give you a brief overview of the three main pillars of a DST, namely:

The Risks and Disadvantages of a 1031 Exchange – And How the DST Can Eliminate Them

Reef Point LLC · February 16, 2021 ·

The Risks and Disadvantages of a 1031 Exchange – And How the DST Can Eliminate Them | Reef Point

If you have invested in real estate in the past, you likely have also done a 1031 exchange. As you undoubtedly learned, however, 1031s have numerous risks and disadvantages. While they defer your capital gains tax liability when you sell a piece of appreciated real estate, the rules and regulations that apply to them can make them unappealing at best and downright dangerous at worst. Why? Because they often fail, leaving you with an enormous capital gains tax to pay.

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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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