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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.

Selling Highly Concentrated Stock? Use the DST | Reef Point LLC

Selling Highly Concentrated Stock? Use the DST.

Reef Point LLC September 29, 2021 Capital Gains, Deferred Sales Trust
If you’re a successful long-time investor, or someone who has made good use of your stock options, you may well find yourself in the position …
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6 Professionals Who Should Incorporate DSTs Into Their Client Offerings | Reef Point LLC

6 Professionals Who Should Incorporate DSTs Into Their Client Offerings

Reef Point LLC September 22, 2021 Partner Resources
As a professional serving high-income, high-asset clients, you undoubtedly are always on the lookout for innovative ways to increase their family wealth and save them …
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Are Higher Capital Gains Taxes Coming? How to Lower and Defer Them | Reef Point LLC

Are Higher Capital Gains Taxes Coming? How to Lower and Defer Them

Reef Point LLC September 14, 2021 Capital Gains
Unfortunately, higher capital gains taxes appear to be almost a certainty in the near future. Why? Because President Biden’s $3.5 trillion American Families Plan, if …
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Real Estate and the DST - Should You Sell Your Investment Real Estate Now? | Reef Point LLC

Real Estate and the DST: Should You Sell Your Investment Real Estate Now?

Reef Point LLC September 7, 2021 Deferred Sales Trust, Real Estate
f you’ve been keeping up with the news coming out of Washington, D.C., the past several months, you know that President Biden’s $1.8 trillion American …
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2021 Guide to the DST | Reef Point LLC

The 2021 Guide to the DST

Reef Point LLC August 31, 2021 Deferred Sales Trust
In 1963, the incomparable Bob Dylan wrote “The Times They Are A-Changin.” While his song referred to the societal and political changes occurring in the …
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Case Studies - How the DST Benefits California Home and Business Owners | Reef Point LLC

Case Studies: How the DST Benefits California Home and Business Owners

Reef Point LLC August 24, 2021 Case Study, Real Estate
With the possibility of capital gains tax rates increasing in the near future, you face a risk that, when you sell a highly appreciated asset, …
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Utilizing the DST For Your Exit Strategy | Reef Point LLC

Utilizing the DST For Your Exit Strategy

Reef Point LLC August 17, 2021 Deferred Sales Trust, Exit Strategy
If you’re one of the nation’s 73 million baby boomers at or very near retirement age, you may well have highly appreciated assets, such as …
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A Quick Guide - How the DST Can Benefit Your Clients | Reef Point LLC

A Quick Guide: How the DST Can Benefit Your Clients

Reef Point LLC August 10, 2021 Deferred Sales Trust
If you’re a legal or financial professional who caters to a high-asset clientele, you should consider becoming a Deferred Sales Trust (DST) business partner. Why? …
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Answers to 5 Less Frequently Asked DST Questions | Reef Point LLC

Answers to 5 Less Frequently Asked DST Questions

Reef Point LLC August 3, 2021 Deferred Sales Trust
In past posts, we’ve answered numerous “big” frequently asked questions about the Deferred Sales Trust (DST), such as the following:
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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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