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Reef Point, LLC

Deferring Recoginition of Capital Gains

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Resources

Blog | Reef Point

Blog

Deferred Sales Trusts have many different benefits and uses. Reef Point has developed the Deferred Sales Trust blog to dive deeper into the many circumstances that involve DST use and implementation.

Read Blog
FAQ | Reef Point

FAQs

There are many questions that come with understanding a Deferred Sales Trust. Visit our FAQ page from the button below to see some frequent questions and answers. Contact Reef Point LLC with more questions.

View FAQs
Case Studies | Reef Point

Case Studies

Learn more in depth of how to defer recognition of gain on the sale of an appreciated asset using the Deferred Sales Trust. Visit our Case Studies page to see oft used scenarios of the DST.

Case Studies

Videos

Reef Point creates videos to help our clients better understand the Deferred Sales Trust and how it might benefit them.

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Webinars

Greg Reese, the Reef Point team and leading industry colleagues conduct regular webinars on different topics related to DSTs.

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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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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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