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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Press Release: Reef Point, LLC Welcomes New Director of Business Development to Expand Sales Team
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...
What Is a Good Retirement Income for a Couple?
Retirement planning is essential to secure your financial future and live a comfortable lifestyle. However, so many struggle with knowing how and what to plan for. What is the average monthly retirement income? At Reef...
Webinar Replay: Business Development to Accelerate your Growth
In this informative webinar about the Deferred Sales Trust ™ and how Business Development can Accelerate your Growth, we interview Paul Brar, our new Director of Business Development, who discusses how to use a Deferred...
4 Wealth Preservation Strategies and How To Implement Them
You invest significant resources into growing your assets, understanding that risk is always involved. However, no matter your risk tolerance level, developing wealth preservation strategies is essential in maintaining financial health now and into the...
Liquid and Illiquid Assets
Liquidity is a key concept in the investment world. As you acquire or sell assets, a critical consideration is how the asset, or its sale, will impact your short- and long-term financial health. Does it...
How Do Capital Gains Work?
The federal and most state governments consider any property you own to be an asset. Profiting from an asset’s sale results in a monetary (or capital) gain. When the sale meets specified criteria, the government...
Can a Deferred Sales Trust Really Help?
If you are considering selling an asset, you might receive advice to use a deferred sales trust to defer capital gains taxes. The information about DST is often confusing. While it’s an excellent solution for...
The IRS Position on the Deferred Sales Trust
Deferred sales trusts have been around for a while, yet many property owners with high-value assets are still reluctant to take advantage of them. As tax strategists and financial advisors often have differing opinions, you...
Tax Planning Strategies for Personal, Estate and Business Income in 2023
2023 is already well underway, but it isn’t too late to start planning ways to minimize your tax obligations for the year. It pays to scrutinize your income streams to determine where you can make...