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Deferring Recoginition of Capital Gains

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Real Estate

Case Study: How the DST Helped June and John Preserve Their Family Wealth

Reef Point LLC · June 6, 2022 ·

Case Study - How the DST Helped June and John Preserve Their Family Wealth | Reefpoint LLC

June and John were a gregarious couple who owned and operated a successful upscale restaurant in San Francisco. They not only owned the restaurant, but also the building in which it was located. While they loved their business, they were now in their late 50s and looking forward to retirement. As often happens, however, none of their three grown children had any interest in taking over the business.

Real Estate and the DST: Should You Sell Your Investment Real Estate Now?

Reef Point LLC · September 7, 2021 ·

Real Estate and the DST - Should You Sell Your Investment Real Estate Now? | Reef Point LLC

f you’ve been keeping up with the news coming out of Washington, D.C., the past several months, you know that President Biden’s $1.8 trillion American Families Plan calls for raising the federal long-term capital gains rate from its current 20% to 39.6% if you earn more than $1 million per year. Ouch! As the owner of highly appreciated investment real estate, no one need tell you the enormous negative impact such a capital gains tax hike would have on you when you decide to sell one of these properties.

Case Studies: How the DST Benefits California Home and Business Owners

Reef Point LLC · August 24, 2021 ·

Case Studies - How the DST Benefits California Home and Business Owners | Reef Point LLC

With the possibility of capital gains tax rates increasing in the near future, you face a risk that, when you sell a highly appreciated asset, an even larger portion of your sale proceeds will be eaten up in long term capital gains taxes. The Deferred Sales Trust (DST) to the rescue! If you’re a savvy investor, you may have used this unique, proprietary tax deferral strategy in the past when you sold a piece of highly appreciated investment real estate.

Hypothetical DST Scenarios: Commercial Real Estate in Orange County vs. Apartment Complex in San Diego

Reef Point LLC · June 1, 2021 ·

Hypothetical DST Scenarios - Commercial Real Estate in Orange County vs. Apartment Complex in San Diego | Reef Point LLC

As you’ve likely already discovered, divesting yourself of substantially appreciated commercial real estate investments can be tricky at best. A straight sale exposes you to a huge long-term capital gains tax payment. A 1031 exchange has numerous rules and narrow time frames that can make it unfeasible. What to do?

2 Unique DST Applications You May Not Have Known About — Until Now

Reef Point LLC · March 30, 2021 ·

Case Study - Using a DST During the Sale of Primary Residence | Reef Point

When you think about a Deferred Sales Trust, you likely think of it as a unique strategy for selling highly appreciated investment property while deferring capital gains taxes. But you may not realize that you can also use a DST as a business exit strategy and when selling your primary residence.

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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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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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