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Deferring Recoginition of Capital Gains

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Exit Strategy

Own a business, real estate, or other high value asset with a large amount of gain? Consider a DST.

When people think about the term “exit strategy,” many picture the young entrepreneur selling their company to a Silicon Valley behemoth or your neighbor who built a small manufacturing business, sold it, and retired to a warmer climate.

However, exit strategies do not only apply to businesses. Anyone who owns a highly-appreciated asset – a business, a residential or commercial property, or even a prized collection of vintage cars or comic books, needs an exit strategy. Do not leave it to chance.

If part of your exit plan or personal goal is to sell your asset and create a stable future income, a Deferred Sales Trust should be considered part of your long-term personal goals and overall financial strategy. A DST in your portfolio can help you achieve your long-term financial goals and help you decide which new asset class to reinvest your original asset’s proceeds.

Utilizing a DST for Your Exit Strategy

The Deferred Sales Trust utilizes a legal and established method to allow the Seller of the property to defer capital gain taxes due at the time of sale over a period of time that is selected by the Seller/Taxpayer in advance.

Deferring taxes, legally, is not new. Some commonly used tax deferral methods include 1031 exchanges, charitable trusts and traditional seller carry-back installment sale contracts. Trust law predates the formation of the U.S. law and tax law. Various types of trusts are used by millions of Americans in order to protect and preserve their wealth for themselves and their heirs.

The Deferred Sales Trust can be used with any kind of entity, e.g. LLCs, S or C election corporations, as well as individuals who own real estate, rental properties, vacation homes, commercial properties, hotels, land, industrial complexes, retail developments, raw land, and even collectibles and highly concentrated stock positions, to name a few. Over the long run, the Deferred Sales Trust has the ability to generate substantially more wealth than a direct and taxed sale. It may be superior to the Charitable Remainder Trust, installment sale or like-kind property exchange in many respects.

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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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3525 Hyland Ave., Suite 145
Costa Mesa, CA 92626
714-581-5376
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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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