Deferred Sales Trust News
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Selling Private Company Stock? How a Deferred Sales Trust May Help You Defer Capital Gains Taxes
Private company stock can create extraordinary wealth. Early investors, founders, employees, and executives who receive stock in fast-growing companies such as OpenAI, SpaceX, and Anthropic often see their investment increase dramatically in value over time....
Deferred Sales Trust Strategies for Seller Carry Back Notes Facing Refinance or Sale
How a Deferred Sales Trust Can Help After a Seller Carry Back At Reef Point, we frequently speak with sellers who are evaluating alternatives to seller carryback arrangements and want a Deferred Sales Trust strategy...
How To Defer Capital Gains Tax
How to Defer Capital Gains Tax in 2026 Selling a highly appreciated asset can be financially rewarding but it often comes with a significant capital gains tax bill. For many investors and business owners, taxes...
How a Deferred Sales Trust Simplifies Wealth Transfer
For individuals and families focused on multigenerational wealth planning, selling a highly appreciated asset can create a major challenge: capital gains taxes that immediately reduce what can be passed on to the next generation. A...
Why Sellers and Partners Choose Reef Point for Deferred Sales Trust Transactions
When selling a highly appreciated asset, the strategy you choose matters but the team implementing that strategy matters even more. A Deferred Sales Trust (DST) can be a powerful solution for deferring capital gains taxes,...
Your 2026 Exit Plan The Tax-Smart Strategy Every Seller Should Know
The 2025 tax sunset has arrived. Learn how a Deferred Sales Trust can help you defer capital gains tax, preserve equity, and build a tax-smart exit strategy for your 2026 sale.
Scale Your Business with the Big Beautiful Bill – Exit Smart with a Deferred Sales Trust
Scale your business with the Big Beautiful Bill and exit smart using a Deferred Sales Trust to defer capital gains taxes and preserve your wealth.
How the Big Beautiful Bill Plus a Deferred Sales Trust = Maximum Tax Savings
When the Trump Administration’s “Big, Beautiful Bill” was signed into law, it created major advantages for small businesses and real estate investors. From increased deductions to immediate expensing, the tax landscape shifted in ways that...
Webinar Replay: Repositioning Investments Using the Deferred Sales Trust
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...