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Deferring Recoginition of Capital Gains

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Tax Strategy

Josh Curtis, CEO of EQB Interviews Greg Reese on the Deferred Sales Trust.

Reef Point LLC · March 18, 2022 ·

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

Josh Curtis, CEO of EQB speaks with Greg Reese, CEO of Reef Point and DST Trustee on the Deferred Sales Trust. A lesser known but powerful modern strategy for deferring capital gains taxes, the Deferred Sales Trust (DST), employs an innovative tax strategy to defer capital gains tax and preserve wealth.

How Does a DST Affect Your Tax Liability?

Reef Point LLC · November 23, 2021 ·

How Does a DST Affect Your Tax Liability? | Reef Point LLC

As a high net worth individual, you likely are all too familiar with capital gains taxes. These taxes that you pay when you sell a highly appreciated asset such as a business, commercial property, investment, collectible or even your personal residence, can wipe out much of the profit you make. But what if there were a safe and legal way for you to defer your tax liability?

DST: An Advantageous Tax Deferral Strategy For Your Clients

Reef Point LLC · November 2, 2021 ·

DST - An Advantageous Tax Deferral Strategy For Your Clients | Reef Point LLC

As a CPA helping high-asset clients create and maintain their wealth, you hold an exceptionally prestigious, albeit challenging, position. You’re the expert to whom they look to help them maximize their profits, minimize their tax liability and shield them, to the greatest extent possible, from IRS audits. But how do you do this, especially in light of the major tax changes likely coming in the near future? The Deferred Sales Trust (DST) may be just the answer you and your clients are looking for.

Biden Administration Tax Proposals Make the DST an Even More Valuable Strategy

Reef Point LLC · July 6, 2021 ·

Biden Administration Tax Proposals Make the DST an Even More Valuable Strategy | Reef Point LLC

Savvy investors have been using the Deferred Sales Trust (DST) for over 25 years as a way to defer recognition of their long-term capital gains when they sell a real estate investment, business or other highly appreciated asset. President Biden’s proposed tax plan, however, make the DST even more valuable.

Bring DST Benefits to Your Clients

Reef Point LLC · March 9, 2021 ·

Bring DST Benefits to Your Clients | Reef Point LLC

If you’re a professional who represents high net worth clients, you know that capital gains taxes constitute one of their main challenges when they sell a highly appreciated piece of investment real estate or a business. Today’s long-term capital gains rates are 15% for taxpayers filing jointly who make between $80,001 and $496,600 per year. For those making $496,601 or more, the rate increases to 20%. In some circumstances, they may owe an additional 3.8% on the lesser of their net investment income or the amount by which their modified adjusted gross income exceeds the statutory threshold based on their filing status.

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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
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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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