• Skip to primary navigation
  • Skip to main content
(866) 867-8633
  • Partner Login
  • Request a Consultation
Reef Point LLC Logo

Reef Point, LLC

Deferring Recoginition of Capital Gains

  • DST Explained
    • Exit Strategy
    • 1031 Exchange Alternative
    • 1031 Exchange Rescue
    • Guidelines for a DST to Qualify
    • Standard DST & DST Plus
  • Meet the Team
    • Meet Greg Reese
  • Resources
    • Blog
    • FAQ
    • Case Studies
    • Videos
    • Webinars
  • Partner Center
    • Attorneys
    • Business Brokers
    • CPAs
    • Financial & Investment Advisors
    • Mergers and Acquisitions Professionals
    • Real Estate Professionals
    • Partner Portal
  • Contact Us
  • Partner Login
  • Request a Consultation OLD
  • Show Search
Hide Search

Affiliate Onboarding Docs

EPT Affiliate Enrollment

This document outlines the steps to becoming an EPT Affiliate.

DST Professional Fee Structure

This document outlines the recommended fee schedule charged in connection with the DST for the Trustee, Investment Advisor, and the Estate Planning Team.

Sample Script Messaging: DST Overview

A sample script to use when speaking about the DST with clients/prospects.

The Process of Connecting Clients and Prospects with the Deferred Sale Trust

Process of Connecting Clients and Prospects with the Deferred Sale Trust

In this document you will learn the typical process Reef Point follows for connecting clients and prospects with the Deferred Sale Trust.

Timing the Entry of the Deferred Sales Trust Into Any Transaction

Timing the Entry of the Deferred Sales Trust into any Transaction | Reef Point LLC

Learn the typical Deferred Sales Trust timelines for initial sale of asset and for 1031 Exchange Alternatives or 1031 Exchange Rescues in this document provided by Reef Point LLC.

  • Go to page 1
  • Go to page 2
  • Go to Next Page »

Welcome

Reef Point LLC was founded by Gregory H. Reese who is one of only 13 Trustees in the US for Deferred Sales Trusts.

Quick Links

  • DST Explained
  • Partner Center
  • Case Studies
  • FAQ
  • Contact Us

Subscribe

Receive invitations to exclusive events, seminars occasional market news, updates, and opportunities from the Reef Point team.

  • This field is for validation purposes and should be left unchanged.

Contact

3525 Hyland Ave., Suite 145
Costa Mesa, CA 92626
714-581-5376
info@reefpointusa.com

  • Facebook
  • LinkedIn

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 Trustâ„¢ 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.

© Copyright 2021 | Reef Point, LLC All Rights Reserved | Privacy Policy | Terms & Conditions

© 2023 Reef Point, LLC