• 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

Financial & Investment Advisors

The primary role of a financial advisor is to help clients allocate their assets in the best way that meets their objectives and addresses suitability concerns. Naturally, your clients value your high-quality advice. Your financial strategy and continuous monitoring of the results of your strategy empowers your clients to invest with confidence.

Evolving regulations continue to change the financial advisory landscape, making it more critical than ever for advisors to distinguish themselves.

That’s why a Deferred Sales Trust, (or DST) a strategy to help defer taxes and maximize income, will better enable Financial Advisors to retain current clients and attract new clients.

A DST will show clients you are thinking about them and their families holistically, not transactionally.

Furthermore, if you take a little time to learn more about the DST and accept some basic training, you will have a unique opportunity to grow your core business.

Once your training is complete, you will have the ability to recognize when specific clients or prospects will benefit from exploring this strategy and the opportunity to refer those clients to a law firm that has a tested and proven specialized and proprietary strategy that helps sellers of appreciated assets defer taxes on the sale of those assets. As the source of this referral, you will be in position to manage the assets resulting from the sale. Better yet, typically you will find that there is no requirement to seek OBA approval from your compliance team.

DST Comparison Scenarios

Explore some of our one-page analysis case studies that help to showcase the benefits of the modern Deferred Sales Trust strategy in real life scenarios. In the section below, you will find case study worksheets that reveal hypothetical scenarios using the DST strategy. These case studies cover different geolocations or compare different assets. Click on any of the images below to download the full view PDF scenario.

Selling Crypto Currency vs Highly Concentrated Stock
Selling Primary Residence in Different States
Selling Business in Tax vs No-Tax State

Interested in more case studies that dive deeper into the benefits of the Deferred Sales Trust? Click any of the buttons below to find additional information.

Explore Scenarios
View Case Studies
Review Benefits
How Financial and Investment Advisors Can Use and Benefit From the DST Process | Reef Point

How Financial and Investment Advisors Can Use and Benefit From the DST Process

June 22, 2021
Read More
Bring DST Benefits to Your Clients | Reef Point LLC

Bring DST Benefits to Your Clients

March 9, 2021
Read More
Sharable DST Explainer Video and Case Study Flyers | Reef Point LLC

Sharable DST Explainer Video and Case Study Flyers

June 9, 2020
Read More
[Video] How to Incorporate [Video] Saving an Additional 10 Percent in Taxes with the DST | Reef Point LLC copy

[Video] Saving an Additional 10 Percent in Taxes with the DST

January 27, 2020
Read More
How Do You Structure Repayment Terms for a Deferred Sales Trust Installment Note | Reef Point LLC

How Do You Structure Repayment Terms for a Deferred Sales Trust Installment Note

January 8, 2020
Read More
Top 5 Mistakes When Naming Beneficiaries of Insurance Policies | Reef Point LLC

Top 5 Mistakes When Naming Beneficiaries of Insurance Policies

September 23, 2019
Read More

Ready to Get Started?

Tell us a little bit about yourself.

Take Our Questionnaire

Become an Affiliate

Learn more about becoming a Reef Point partner.

Learn More

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 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.

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

© 2023 Reef Point, LLC