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Deferring Recoginition of Capital Gains

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International Business Brokers Association Conference Attendees

Deferred Sales Trust – The IBBA Sales Team Game Changer

Generate More Listings with this Strategy in partnership with Greg Reese and the Estate Planning Team

Learn a strategy that will ease the burdens of the seller and defer capital gains. Differentiate your business and increase your listings by doing the one thing your competitor’s don’t offer – the ability to increase the seller’s net proceeds by 25% to 35%.

Introducing the Deferred Sales Trust™

The Deferred Sales Trust, or DST is a legal, proven and IRS tested tax strategy designed to help Sellers of highly appreciated assets to defer the ordinary income taxes and capital gains taxes over a period of years instead of paying them all in a lump sum.  The Deferred Sales Trust gives the Seller/Taxpayer the ability to control their capital gains tax exposure, reinvestment terms and installment payments made from the trust.

International Business Brokers Association Conference Presentation

For those in attendance at the 2022 International Business Brokers Association® 2022 Conference, some may have had the opportunity to stop by the Estate Planning Team’s booth. If you did you would have spoke with Greg Reese or Greg Richards and learned more about the possibilities of how a DST can specifically assist you in closing more deals and being more valuable to your clients. To elaborate further on this, Reef Point has prepared a presentation specifically for you and your colleagues. Please view it below.

Presentation Deck Download

IBBA Conference 2022 Presentation Cover | Reef Point USA

A Partnership with Reef Point, Greg Reese, and the Estate Planning Team

A partnership with The Estate Planning Team and Reef Point, LLC enables you to refer your clients to legal and tax professionals that specialize in this tested and proven strategy, which most lawyers and CPAs are not well versed in. You will not be asked to provide legal or tax advice to your clients, rather our team assists in those matters.

We can provide free initial advice and analysis on whether this tax deferral strategy will work for your clients. By partnering with The Estate Planning Team (EPT) & Reef Point, you become part of a team of professionals collaboratively working to serve a client’s tax deferral objectives. As an EPT & Reef Point partner you’ll gain the following:

  • Education by EPT & Reef Point on all facets of DST’s so you can better serve your clients
  • Marketing assistance and content
  • Client PowerPoint presentations
  • Seminar tool kit
  • Help in analyzing potential transactions with you
  • Collaboration with you, your clients, and their advisors
  • The support of tax and estate planning experts 
  • Personalized lead generation websites
  • Regular training webinars
  • For Business Brokers & M&A Professionals, you can offer “A Way Out” and sell more businesses
  • For Real Estate Professional, you’ll increase listings opportunities and provide clients with value add services
  • For all partners, you’ll Create a Competitive Edge and Value Add Service over the Competition

Interested in becoming a Reef Point Partner?

Fill out the form to request an appointment to learn more about becoming a Reef Point affiliate.

Conference Lead

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*Minimum Viable Transaction

When considering selling an appreciated asset, if the expected tax liability without any particular planning would cost $80,000 to $100,000 or more in taxes, then the DST should always be considered.  Said another way, if the amount of the gain or profit that will be taxed on is at least $250,000, then YES you should look into the DST.

Do you have a current prospective client that could use a DST?

Click to fill out the DST Analysis Questionnaire

DST Request for Analysis

Upon completion of this questionnaire, Reepoint LLC will analyze the information and a member of our team will contact you to discuss your circumstances.

We are committed to protecting your privacy and will never share your information with anyone except those directly involved in preparing your personal illustration. Thank you for giving us the opportunity to help you defer capital gains. If you have any questions, please call–we’re here to serve you.

  • MM slash DD slash YYYY
  • MM slash DD slash YYYY
  • Tell us about the property.

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  • What is the Fair Market Value, After commissions, fees, etc?
  • Total amount of loans and/or mortgages that will be paid from the sale proceeds
  • What is the properties basis (purchase price plus improvements) before depreciation?
  • What is the amount of depreciation that has been taken? (If applicable)
  • What was your income for the year of the sale, not including the property sale?
  • This field is for validation purposes and should be left unchanged.

Resources

A wealth of resources are provided to our partners. Some highlights include educational material, case studies, pitch decks, videos and more.

Case Study Scenarios

$1 Million Business Sale Scenario

$2.5 Million Business Sale Scenario

Further Reading

Bring DST Benefits to Your Clients | Reef Point LLC

Bring DST Benefits to Your Clients

March 9, 2021
If you’re a professional who represents high net worth clients, you know that capital gains taxes constitute one of their main challenges when they sell a highly appreciated…
Read More
Alternatives to Paying Capital Gains Taxes on Sale of Real Estate or a Business | Reef Point LLC

Alternatives to Paying Capital Gains Taxes on Sale of Real Estate or a Business

March 2, 2021
If you own appreciated investment real estate or a business that you want to sell, you may be hesitant to do so because of the capital gains tax…
Read More
[Video] How to Incorporate Deferred Sales Trusts Into Your Business to Increase Real Estate Listings and Business Sales | Reef Point LLC

[Video] How to Incorporate Deferred Sales Trusts Into Your Business to Increase Real Estate Listings and Business Sales

March 16, 2020
Replay the “How to Incorporate Deferred Sales Trusts Into Your Business to Increase Real Estate Listings and Business Sales” webinar hosted by Greg Reese of Reef Point, Inc….
Read More

Presenter Bios

Greg Reese, DST Trustee, Bio | Reef Point, LCC

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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