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Reef Point, LLC

Reef Point, LLC

Deferring Recoginition of Capital Gains

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Mergers and Acquisitions Professionals

Mergers and Acquisitions specialists are more often involved in the sale of larger companies:  Public companies being acquired by other public companies or private equity firms; or Private companies being acquired by public or private companies or private equity firms.  

For the critical owners of such companies being sold, the tax ramifications can be enormous. Whether you represent a client on the selling side or the acquisition side, being able to introduce tax planning strategies that benefit the Seller can be the difference in getting your transaction closed while also providing a demonstrable win for both buyer and seller.  Traditionally, a small number of standard techniques you might recommend are Employee Stock Ownership Programs (ESOPs) or taking some of your proceeds in the form of stock in the acquiring company.

An M&A Professional can increase the value of their services by introducing their sellers to a lesser known modern tax deferral strategy proven over 25 years to be legal, proven and more than sufficiently tested by the IRS and others.

Use of this strategy can provide the seller with more flexibility, diversification, and reduced ties and exposure to the acquiring firm.

What if, in addition to demonstrating your skill and experience in structuring and negotiating successful M&A Transactions, by taking the tax problem off the table, you can do more than ever to help the Selling side walk away with even more money. Even if you represent the buyers side, if you can inform the sellers representatives that there is a tax efficient solution that mitigates their tax problem, how much closer would you be to coming to agreement on terms?

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.

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

Compare a DST with a Self Directed 401K

April 29, 2025
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New Case Study: Avoiding a $1.2M Tax Bill on Bitcoin Gains

Case Study: Avoiding a $1.2M Tax Bill on Bitcoin Gains

April 7, 2025
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How Does a Deferred Sales Trust Work: Step-By-Step

How Does a Deferred Sales Trust Work: Step-By-Step

March 14, 2025
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Investment Strategy Allocations With a Deferred Sales Trust | Reef Point

Flexibility and Customization in Deferred Sales Trust Payments

October 30, 2024
Read More
Capital Gains Tax Worries? Learn How This Strategy Can Help You Save | Reef Point LLC

Capital Gains Tax Worries? Learn How This Strategy Can Help You Save.

August 22, 2024
Read More
How Elon Musk Could Have Deferred Millions in Capital Gains with this Strategy | Reef Point LLC

How Elon Musk Could Have Deferred Millions in Capital Gains with this Strategy

August 19, 2024
Read More

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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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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 Trustâ„¢ 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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