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Reef Point, LLC

Deferring Recoginition of Capital Gains

Webinars

Webinar Replay: Repositioning Investments Using the Deferred Sales Trust

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Webinar Replay: Repositioning Investments Using the Deferred Sales Trust

In this session, industry expert Greg Reese (Trustee, Reef Point, LLC) and DST Strategist Paul Brar walked through how to use the Deferred Sales Trust (DST) to defer capital gains taxes and reinvest in a wide range of asset classes tailored to your income needs, risk tolerance, and long-term goals.

What You’ll Learn in the Replay:

  • How the DST works and what makes it different from other tax strategies
  • New opportunities to reinvest after selling appreciated assets like:
    – Real estate
    – Private equity & venture capital
    – Precious metals
    – Business ventures
    – Equities, bonds, ETFs, and more

Whether you’re a business owner, real estate investor, financial advisor, or preparing for a major sale
this replay is packed with valuable insights to help you keep more of what you’ve earned.

Webinar Date: May 6, 2025

Intrigued and Want to Know More?

If all of the above appeals to you and you want to find out more about the benefits of partnering with Reef Point, contact us today. Greg Reese will be happy to answer any questions you have, and also give you a free DST analysis.

Webinar Replay: Top Deferred Sales Trust FAQs Answered By Experts

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Webinar Replay: Top Deferred Sales Trust FAQs Answered By Experts

During this webinar, we answered key questions, including:

  • What exactly is a Deferred Sales Trust?
  • Can I use a DST for my primary residence sale?
  • Can I combine a 1031 Exchange with a DST?
  • How does allocation impact my business sale?
  • What if my business sale involves a seller carry back?
  • What is the role of the trustee in a DST?

If you have any questions or want to explore how a DST might apply to your situation, contact us to a schedule a consultation.

Webinar Date: March 27, 2025

Intrigued and Want to Know More?

If all of the above appeals to you and you want to find out more about the benefits of partnering with Reef Point, contact us today. Greg Reese will be happy to answer any questions you have, and also give you a free DST analysis.

Webinar Replay: Deferred Sales Trust vs. Monetized Installment Sale – Separating Facts from Fiction

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Webinar Replay: Deferred Sales Trust vs. Monetized Installment Sale – Separating Facts from Fiction

Are you or your clients facing significant capital gains taxes on the sale of a business, investment property, or other high-value asset? In our recent webinar, Reef Point LLC provided an in-depth comparison of the Deferred Sales Trust and the Monetized Installment Sale (MIS) to help investors and advisors make informed decisions.

During the session, we covered:

  • Why the DST and MIS are not the same or even similar strategies.
  • How the MIS was declared an illegal step-transaction and placed on the IRS “Dirty Dozen” list.
  • The key differences between the DST and MIS.
  • How the IRS has consistently ruled the DST to be legal and compliant for over 27 years.

Webinar Date: January 29, 2025

Intrigued and Want to Know More?

If all of the above appeals to you and you want to find out more about the benefits of partnering with Reef Point, contact us today. Greg Reese will be happy to answer any questions you have, and also give you a free DST analysis.

Business Broker Webinar Replay – The Secret to Closing More Deals

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Business Broker Webinar Replay – The Secret to Closing More Deals

Did you miss our recent webinar on The Secret to Closing More Deals? Or maybe you want to revisit the valuable insights shared during the session. Here is access to the recording.

Here’s a quick recap of what we covered:

  • Real-Life Case Studies – See how brokers like you are leveraging the DST to close deals faster and navigate around capital gains tax challenges.
  • Enhanced Client Value – Learn how the DST can boost net proceeds for your clients, elevating the value of your services.
  • Competitive Advantage – Explore how the DST can help you expand your listings and set yourself apart in the market.
  • Interactive Q&A – Get your questions answered live by our expert team.

Webinar Date: December 12, 2024

Intrigued and Want to Know More?

If all of the above appeals to you and you want to find out more about the benefits of partnering with Reef Point, contact us today. Greg Reese will be happy to answer any questions you have, and also give you a free DST analysis.

Murphy Business Broker Webinar Replay – How the DST Can Help You Close More Deals

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Murphy Business Broker Webinar Replay – How the DST Can Help You Close More Deals

Did you miss our recent webinar on How the DST Can Help You Close More Deals? Or maybe you want to revisit the valuable insights shared during the session. Here is access to the recording.

Here’s a quick recap of what we covered:

  • Real-life case studies of brokers like you using the DST to close deals faster and tackle capital gains tax hurdles that can stop sales in their tracks.
  • How the DST can help you increase net proceeds for your clients, giving them more value and confidence.
  • Tips on using the DST to expand your listings and set yourself apart from the competition.

Webinar Date: November 7, 2024

Intrigued and Want to Know More?

If all of the above appeals to you and you want to find out more about the benefits of partnering with Reef Point, contact us today. Greg Reese will be happy to answer any questions you have, and also give you a free DST analysis.