• Skip to primary navigation
  • Skip to main content
(866) 867-8633
  • Partner Login
  • Request a Consultation
Reef Point LLC Logo

Reef Point, LLC

Deferring Recoginition of Capital Gains

  • DST Explained
    • Exit Strategy
    • 1031 Exchange Alternative
    • 1031 Exchange Rescue
    • Guidelines for a DST to Qualify
    • Standard DST & DST Plus
  • Meet the Team
    • Meet Greg Reese
  • Resources
    • Blog
    • FAQ
    • Case Studies
    • Videos
    • Webinars
  • Partner Center
    • Attorneys
    • Business Brokers
    • CPAs
    • Financial & Investment Advisors
    • Mergers and Acquisitions Professionals
    • Real Estate Professionals
    • Partner Portal
  • Contact Us
  • Partner Login
  • Request a Consultation OLD
  • Show Search
Hide Search

DST Estate Planning Team Flyer #3

If you’re thinking of selling a business, second home or commercial real estate investment with a large amount of gain, you’ve got four choices:

  1. Pay the capital gains tax and 1245 depreciation recapture taxes. Ouch!
  2. 1031 Exchange. But what if you can’t find a suitable property and close by the deadline?
  3. Deferred Sales Trust. Defers capital gains, reduces estate taxes, creates liquidity.
  4. Don’t Sell. But what if the asset is losing value and you want to cash out?

The Deferred Sales Trust offers clear advantages. This tax code compliant strategy reduces capital gains tax impact while creating the potential to earn investment income on money you would have paid to the IRS. Benefits include tax deferral, with additional planning reduced estate taxes, conversion of an illiquid asset into estate liquidity, potential provision of retirement income, elimination of risk and possible reduction of some probate fees.

Download
DST Estate Planning Team Flyer #3 Reef Point LLC

The content below restricted to registered Reef Point affiliates and partners. If you are an existing user, please log in. If you wish to become a Reef Point partner, please register below for consideration.

Existing Users Log In
   
Forgot password? Click here to reset
New User? Click here to register

Welcome

Reef Point LLC was founded by Gregory H. Reese who is one of only 13 Trustees in the US for Deferred Sales Trusts.

Quick Links

  • DST Explained
  • Partner Center
  • Case Studies
  • FAQ
  • Contact Us

Subscribe

Receive invitations to exclusive events, seminars occasional market news, updates, and opportunities from the Reef Point team.

  • This field is for validation purposes and should be left unchanged.

Contact

3525 Hyland Ave., Suite 145
Costa Mesa, CA 92626
714-581-5376
info@reefpointusa.com

  • Facebook
  • LinkedIn

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.

© Copyright 2021 | Reef Point, LLC All Rights Reserved | Privacy Policy | Terms & Conditions

© 2023 Reef Point, LLC