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Deferring Recoginition of Capital Gains

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Webinar Replay: The Benefit of Deferred Sales Trust – Stock Sales vs. an Asset Sale of a Business

Reef Point LLC · February 1, 2023 ·

Webinar Replay: The Benefit of Deferred Sales Trust - Stock Sales vs. an Asset Sale of a Business

In this webinar Greg Reese, President of Reef Point and DST Trustee, explains the difference between a stock sale vs. an asset sale, and how of the Deferred Sales Trust Deferred Sales Trust™ (DST) can help reduce capital gains tax.

How Are Deferred Sales Trust Funds Protected?

Reef Point LLC · December 22, 2020 ·

How Are DST Funds Protected? | Reefpoint LLC

In previous articles we discussed how the Deferred Sales Trust (DST) is a specialized form of installment sale authorized by Section 453 of the Internal Revenue Code. In a DST Trust installment sale, the entire course of the transaction and its continued operation revolves around a secured installment note in favor of you, the seller. In this context, “secured” means that all of the assets in the DST serve as collateral, i.e., security, for repayment of money to you per the note’s terms.

[Video] DST Dialog – Investment Strategy Allocations with a Deferred Sales Trust

Reef Point LLC · November 5, 2020 ·

DST Dialog – Investment Strategy Allocations with a Deferred Sales Trust | Reef Point LLC

Join Greg Reese, Authorized/Approved DST Trustee and Greg Richards, a Registered Investment Advisor, as they discuss the best investment strategy allocations in connection with a Deferred Sales Trust. The DST allows investors of highly appreciated assets liquidate and reallocate while deferring capital gains.

Should You Distribute Your Estate Equally Among Children In Unequal Circumstances?

Reef Point LLC · August 19, 2019 ·

Should You Distribute Your Estate Equally Among Children In Unequal Circumstances? | Reef Point LLC

Review this Reef Point case study about distributing your estate among children in unequal circumstances. This article gives some common solutions to distributing your estate to your children.

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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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3525 Hyland Ave., Suite 145
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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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