(866) 867-8633

Reef Point, LLC

Deferring Recoginition of Capital Gains

DST Hypothetical Scenarios: California Taxpayers

Deferred Sales Trust Hypothetical Scenarios: California Taxpayers

Crypto Currency vs Highly Concentrated Stock or RSU’s

Download
Deferred Sales Trust Hypothetical Scenarios- Crypto | Reef Point LLC

The content below restricted to registered Reef Point affiliates and partners. If you are an existing user, please log in. If you wish to become a Reef Point partner, please register below for consideration.

Existing Users Log In
   
Forgot password? Click here to reset
New User? Click here to register

Welcome

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

AmeriEstate Legal Plan

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

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.

© 2025 | Reef Point, LLC All Rights Reserved | Privacy Policy | Terms & Conditions

WEBINAR: Using the Deferred Sales Trust to Reposition Investments After the Sale of an Appreciated Asset Register Now
Hello. Add your message here.