Deferred Sales Trust News

Webinar Replay: Closing the Deal – How to Present the Deferred Sales Trust to Clients

4 Most Used Tax-Deferred Strategies

An effective tax strategy is a year-long process. It requires planning, evaluation and review. While eliminating taxes is nearly impossible, tax deferral strategies allow you to delay payment and lower your overall tax obligation. If...

Benefits of Using the Accelerated Depreciation Method in Real Estate

Real estate is a potentially lucrative investment. If you’re like many investors, you might not be fully aware of the options available for increasing financial gains over the term of property ownership. Owning real estate...

How To Defer Capital Gains Tax

If you hold substantially appreciated assets, selling those assets can result in a hefty tax bill. Turning over a sizable proportion of the profits from the sale significantly reduces the benefits you gain from making...

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...

What Is the Difference Between 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...