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Deferring Recoginition of Capital Gains

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DST Business Partner Reference Sheet

A Quick Reference Sheet for Reef Point Business Partners

What is a Deferred Sales Trust (DST)?

The DST has been used by financial savvy professionals and their clients for more than 22 years. It is a legal, proven and tested proprietary estate and tax planning strategy that allows persons who own highly appreciated assets such as real estate, a business or high value collectables to sell those assets and defer the ordinary income taxes and capital gains taxes over a period of years instead of paying them all in a lump sum. The law firm who created the DST stands behind your DST and will even provide audit defense protection at no additional charge.  To date, the DST has a perfect legal track record.

The Deferred Sales Trust gives the seller/tax payer the ability to control their capital gains tax exposure, reinvestment terms, and installment payments made from the trust.

Document Outline:

  • Possible Transaction Types
  • Summary of DST Benefits for our Professional Partners;
  • Summary of DST Benefits for Clients;
  • An Optional 1031 Exchange Rescue, Bail Out, Exit Strategy or simply A Way Out;
  • 1031 Risks & Disadvantages
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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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