Deferred Sales Trust News
Stay up to date on the latest DST news and information, here at the Reef Point Blog.
Tax season is quickly approaching, but it’s not too late to do some end-of-year planning that may well reduce the federal and state income tax …
Back in 1989, a movie entitled “Bill & Ted’s Excellent Adventure” became the hit comedy of the year. Unfortunately, its two main characters, while funny, …
If you’re invested in cryptocurrency, you know that you can make huge profits on these types of investments. For instance, Bitcoin, the original cryptocurrency, recently …
As a high net worth individual, you likely are all too familiar with capital gains taxes. These taxes that you pay when you sell a …
Are you feeling trapped in your personal residence that has substantially appreciated in value since you bought it years ago? Would you like to sell …
As a CPA helping high-asset clients create and maintain their wealth, you hold an exceptionally prestigious, albeit challenging, position. You’re the expert to whom they …
If you own a highly appreciated asset that you wish to sell, one of your main concerns likely is the capital gains tax liability you …
In a previous post, we explained how the Deferred Sales Trust (DST) can benefit you if you live in a state, such as California, that …
When you desire to sell one of your highly appreciated assets and also wish to defer payment of capital gains taxes through utilization of the …