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How Becoming a Reef Point Business Partner Can Enhance Your CPA Practice

Reef Point LLC · June 22, 2022 ·

How Becoming a Reef Point Business Partner Can Enhance Your CPA Practice | Reef Point LLC

As a Certified Public Accountant, you deal with your clients’ complicated financial issues on a daily basis. These usually involve tax issues and can be quite challenging, particularly as tax laws, rules and regulations continue to change. 

What doesn’t change, however, is that your clients look to you to solve their tax problems, preferably before they actually occur. What if you could offer them a legal, proven and tested way to defer their capital gains taxes almost indefinitely when they sell one of their highly appreciated assets?

You can by becoming a Reef Point Business Partner and therefore being able to offer your clients the Deferred Sales Trust (DST).

What Is The DST?

As you probably already know, Section 453 of the Internal Revenue Code authorizes installment sales as a way to receive favorable capital gains tax treatment when selling highly appreciated assets. What you may not know, however, is that the DST is a proprietary version of this tax strategy offered only by the Estate Planning Team and its affiliates, of which Reef Point is one.

In addition, Greg Reese, Reef Point’s Principal and Managing Member, is one of only 13 vetted, trained and approved Independent Certified DST Trustees in the nation.

How Does the DST Work?

In a nutshell, when your client decides to sell one of his or her highly appreciated assets, he or she sells it to the DST instead of the intended buyer. In return, your client receives an installment sale promissory note designed to pay him or her the monthly income he or she needs or desires.

The DST Trustee then sells the asset to your client’s intended buyer for the same amount. Since the DST owns the asset at its ultimate point of sale rather than your client personally, he or she pays no capital gains taxes. Instead, the sale proceeds come into the DST tax-free.

At this point, the DST Trustee begins investing the sale proceeds in accordance with your client’s wishes and starts paying him or her pursuant to the terms of the installment sale contract.

How Does Reef Point Partnership Enhance Your Practice?

Becoming a Reef Point Business Partner and being able to offer the DST to your clients provides you with the opportunity to do the following:

  • Expand the services you offer your clients
  • Add value to the services you already offer
  • Gain a competitive advantage over other CPAs in your area
  • Obtain a new incremental revenue stream for your practice

Rest assured that Reef Point has developed an in-depth Partner Center geared toward educating you in all facets of the DST and its advantages and supporting you once you become our partner. Some of the ways in which we do this include the following:

  • Regular training webinars
  • Marketing assistance and content
  • Client PowerPoint presentations
  • Seminar tool kit
  • Personalized lead generation websites

Ready To Get Started?

If all of the above sounds good to you, contact Reef Point today. We’ll be happy to answer any questions you may have and start you on your way to enhancing your CPA practice by becoming a Reef Point Business Partner.

Deferred Sales Trust, Partner Resources Deferred Sales Trust, DST, DST Partner, Partner Resources, Tax Strategy

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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
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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