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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.

End-of-Year Tax Planning Checklist | Reef Point LLC

End-of-Year Tax Planning Checklist

Reef Point LLC December 14, 2021 Deferred Sales Trust
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 …
Read More
Dave’s and Pete’s Excellent DST Adventures | Reef Point LLC

Dave’s and Pete’s Excellent DST Adventures

Reef Point LLC December 7, 2021 Deferred Sales Trust
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, …
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New Tax Implications of Crypto Investments | Reef Point LLC

New Tax Implications of Crypto Investments

Reef Point LLC November 30, 2021 Cryptocurrency
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 …
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How Does a DST Affect Your Tax Liability? | Reef Point LLC

How Does a DST Affect Your Tax Liability?

Reef Point LLC November 23, 2021 Capital Gains, Tax Strategy
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 …
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Selling Your Highly Appreciated Personal Residence- A Case Study | Reef Point LLC

Selling Your Highly Appreciated Personal Residence: A Case Study

Reef Point LLC November 9, 2021 Deferred Sales Trust
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 …
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DST - An Advantageous Tax Deferral Strategy For Your Clients | Reef Point LLC

DST: An Advantageous Tax Deferral Strategy For Your Clients

Reef Point LLC November 2, 2021 Tax Strategy
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 …
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Pros and Cons of the Deferred Sales Trust | Reef Point LLC

Pros and Cons of the Deferred Sales Trust

Reef Point LLC October 28, 2021 Deferred Sales Trust
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 …
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Case Studies - How the DST Benefits You If You Live in a State With No Income Tax | Reef Point LLC

Case Studies: How the DST Benefits You If You Live in a State With No Income Tax

Reef Point LLC October 12, 2021 Case Study
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 …
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Who Makes Up the DST Estate Planning Team? | Reef Point LLC

Who Makes Up the DST Estate Planning Team?

Reef Point LLC October 5, 2021 Deferred Sales Trust, Estate Planning
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 …
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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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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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