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Reef Point, LLC

Reef Point, LLC

Deferring Recoginition of Capital Gains

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Deferred Sales Trust News

Stay up to date on the latest DST news and information, here at the Reef Point Blog.

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Webinar Replay: Maximizing Gains – Leveraging Deferred Sales Trust Through Changing Interest Rates

February 13, 2024

Have you ever felt confused about Deferred Sales Trusts® compared to the Delaware Statutory Trust, Charitable Remainder Trust, and/or Opportunity Zones? You’re not alone! In our webinar we break down the intricacies of DSTs and...

Deferred Sales Trust vs Charitable Remainder Trust

January 11, 2024

The Deferred Sales Trust™ (DST) and a Charitable Remainder Trust (CRT) offer distinct advantages in managing assets and tax implications, catering to different financial objectives.

Webinar Replay: Understanding DSTs and Financial Mechanisms

December 21, 2023

Have you ever felt confused about Deferred Sales Trusts® compared to the Delaware Statutory Trust, Charitable Remainder Trust, and/or Opportunity Zones? You’re not alone! In our webinar we break down the intricacies of DSTs and...

Webinar Replay: Elevate Profitability Plus Event Collaboration Opportunities

November 6, 2023

Greg Reese, shares his expertise about how the DST strategy can help you close more deals. Explore the advantages of having Greg Reese as a guest speaker or attend your company or event, and how...

Webinar Replay: Closing the Deal – How to Present the Deferred Sales Trust to Clients

September 7, 2023

Learn how business brokers and our greater affiliates can effectively present the Deferred Sales Trust to their clients.

4 Most Used Tax-Deferred Strategies

August 22, 2023

An effective tax strategy is a year-long process. It requires planning, evaluation and review. While eliminating taxes is nearly impossible, tax deferral strategies allow you to delay payment and lower your overall tax obligation. If...

Benefits of Using the Accelerated Depreciation Method in Real Estate

August 7, 2023

Real estate is a potentially lucrative investment. If you’re like many investors, you might not be fully aware of the options available for increasing financial gains over the term of property ownership. Owning real estate...

How To Defer Capital Gains Tax

July 25, 2023

If you hold substantially appreciated assets, selling those assets can result in a hefty tax bill. Turning over a sizable proportion of the profits from the sale significantly reduces the benefits you gain from making...

Press Release: Reef Point, LLC Welcomes New Director of Business Development to Expand Sales Team

July 19, 2023

Reef Point, LLC announced the addition of Paul Brar as Director of Business Development. This significant addition to the team allows Reef Point to further expand its Deferred Sales Trust™ services, and create awareness about...

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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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