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Deferring Recoginition of Capital Gains

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Partner Document Library

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Downloadable Resources

ImageTitleSummaryLink
DST Factfinder_2021 _FillablePDF
Request for DST Analysis Form

This questionnaire and form allows the Reef Point Estate Planning Team to analyze the circumstances and see where they can help defer capital gains.

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EPT Affiliate Enrollment
EPT Affiliate Enrollment

This document outlines the steps to becoming an EPT Affiliate.

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DST Professional Fee Structure
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.

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Sample Script Messaging: DST Overview
Sample Script Messaging: DST Overview

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

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

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Realtor email marketing campaign V2
Realtor Email Marketing Campaign

A sample real estate email marketing campaign to send to clients/prospects.

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DST Elevator Pitch
DST Elevator Pitch

A simple description of the Deferred Sales Trust to use in conversations with clients/prospects.

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DST Conversation Starters
DST Conversation Starters

A quick reference document to help facilitate conversations around the DST.

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Sample DST Marketing Materials
Sample DST Marketing Materials

An overview of the different sales flyers that can be found in the flyer folder.

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Identifying a Viable DST Prospect
Identifying a Viable DST Prospect

An overview of possible transactions with sample scenarios.

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DST Webinar Presentation Outline
DST Webinar Presentation Outline

What are Deferred Sales Trusts and How Do They Work

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DST Flow Chart Reef Point LLC
DST Flow Chart

A visual chart that shows the steps and teams involved in the Deferred Sales Trust process.

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DST Brochure Reef Point LLC
DST Overview Brochure

Deferred Sales Trust: A Capital Gains Tax Deferral Solution

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

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.

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New DST Affiliate Process Flow | Reef Point LLC
Process Flow – New Estate Planning Team (EPT) Affiliate Sign Up

Become an EPT Affiliate to offer the DST Strategy to your clients, and to benefit from the marketing and other support available from the EPT and the sponsoring Trustee; detailed steps are in this document.

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DST Business Partner Reference Sheet
DST Business Partner Reference Sheet

A Quick Reference Sheet for Reef Point Business Partners

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DST Estate Planning Team Flyer #5 Reef Point LLC
DST Estate Planning Team Flyer #5

Will Capital Gains Tax take a large piece out of your real estate profits this year?

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DST Estate Planning Team Flyer #4 Reef Point LLC
DST Estate Planning Team Flyer #4

Do Capital Gains keep you from selling your highly appreciated property?

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DST Estate Planning Team Flyer #3 Reef Point LLC
DST Estate Planning Team Flyer #3

There’s more than one way to SELL appreciated assets: Door #3 is your choice!

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DST Estate Planning Team Flyer #2 Reef Point LLC
DST Estate Planning Team Flyer #2

Are you tired of trading up? The DST may be your way out!

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DST Estate Planning Team Flyer #1 | Reef Point LLC
DST Estate Planning Team Flyer #1

Capital Gains: Pay the IRS or Pay Yourself

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Deferred Sales Trust Hypothetical Scenarios- Crypto | Reef Point LLC
DST Hypothetical Scenarios: California Taxpayers

Deferred Sales Trust Hypothetical Scenarios: Crypto Currency vs Highly Concentrated Stock or RSU’s

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California Taxpayers - Investment Property | Reef Point LLC
DST Hypothetical Scenarios: California Taxpayers – Investment Property

Deferred Sales Trust Hypothetical Scenarios: Commercial Real Estate in Orange County vs Apartment Building in San Diego

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Comparison – State Tax v. No State Tax
DST Hypothetical Scenarios: Comparison – State Tax v. No State Tax

Deferred Sales Trust Hypothetical Scenarios: Comparison – State Tax v. No State Tax

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California Taxpayers | Reef Point LLC
DST Hypothetical Scenarios: California Taxpayers

Deferred Sales Trust Hypothetical Scenario: Primary Residence in Newport Beach vs Business in Los Angeles 

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Domiciled Taxpayers with No State Income Tax | Reef Point
DST Hypothetical Scenarios: Domiciled Taxpayers with No State Income Tax

Deferred Sales Trust Hypothetical Scenario: Primary Residence in Miami vs Business in Tampa

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Welcome

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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Contact

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

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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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