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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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1031 Exchanges Threatened as Commercial Lenders Halt Loan Applications – Deferred Sales Trusts the Solution

March 27, 2020

[Video] How to Incorporate Deferred Sales Trusts Into Your Business to Increase Real Estate Listings and Business Sales

March 16, 2020

Replay the “How to Incorporate Deferred Sales Trusts Into Your Business to Increase Real Estate Listings and Business Sales” webinar hosted by Greg Reese of Reef Point, Inc. Reef Point LLC was founded by Gregory...

How are DST Funds Protected?

February 27, 2020

[Video] Saving an Additional 10 Percent in Taxes with the DST

January 27, 2020

Deferred Sales Trusts are an excellent solution for paying less capital gains tax from sales of high value assests. Replay the “Saving an Additional 10 Percent in Taxes with the DST” webinar hosted by Greg...

How Do You Structure Repayment Terms for a Deferred Sales Trust Installment Note

January 8, 2020

How Do You Structure Repayment Terms for a Deferred Sales Trust Installment Note

January 8, 2020

Generally, the terms of note will be Seller driven and the resulting terms must be reasonable and commercially viable. The initial term we would offer would be anywhere from 1 year to 10 years… Seller...

Bifurcated Exchanges into a 1031 Exchange and a Deferred Sales Trust

October 23, 2019

Webinar Playback – Deferred Sales Trust and Real Estate Partnerships

October 7, 2019

Last month Reef Point featured an article on Deferred Sales Trust and Real Estate Partnerships and held a webinar. This video recording focuses on that article by using a recent case that Reef Point had...

Top 5 Mistakes When Naming Beneficiaries of Insurance Policies

September 23, 2019

Naming the beneficiaries of an insurance policy seems likes an easy thing to do. If a person is married, the spouse is the beneficiary. The children are often named as contingent beneficiaries. If a person...

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Welcome

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
info@reefpointusa.com

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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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