Step-by-Step DST Presentation:

The Deferred Sales Trust™ (DST) is the fastest growing tax mitigation in the country. Employ an innovative tax strategy to defer capital gains tax and preserve wealth.

If you are considering the sale of a highly-appreciated asset – business, corporation, or investment in real estate – you may face capital gains taxes associated with this transaction. A DST is a legal contract between you and a third-party trust in which you sell an asset to the Trust in exchange for the DST’s promise to pay you a fixed sum over a prearranged period in the form of an installment sale note or promissory note. A DST gives you the ability to control your capital gains tax exposure, reinvestment terms, and installment payments made from the Trust.

Due to the demand for information on our specialized tax mitigation strategy, appointments can sometimes be as long as a couple weeks out.  We would prefer you receive the information you require on your timetable. To assist in this, Reef Point Principal, Greg Reese, has created this on-demand presentation as a step-by-step guide to inform interested parties on all of the main points need to understand the Deferred Sales Trust. We encourage you to watch this video and continue to engage with us in the way that makes the most sense for you and your situation. This may be requesting additional general information, connecting with a specialist on your particular scenario, receiving an illustration of your case with or without the use of the DST, or moving ahead with our team to implement a DST for you.