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Deferring Recoginition of Capital Gains

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Capital Gains Taxes

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.

Webinar Replay: How providing the perfect tax mitigation solution for your clients will increase your sales

Reef Point LLC · November 21, 2022 ·

Webinar Replay: How providing the perfect tax mitigation solution for your clients will increase your sales

In this webinar, DST Trustee and Reef Point’s CEO, Greg Reese, shares a smart strategy that will increase your seller’s net proceeds. This game-changing idea not only reduces the burdens on your seller by deferring their capital gains taxes but it gives YOU a direct advantage over your competition. The Deferred Sales Trust™ strategy gives you an advantage over the competition.
DST Trustee and Reef Point’s CEO, Greg Reese, interviews Matt Manavi MBA, CEO of Transworld Business Advisors of Orange. They provide an overview of the Business Broker’s responsibilities and the best options available to reduce tax impact for clients; CRTs, Opportunity Zones or Deferred Sales Trust.

3 Celebrities Who Could Have Benefitted From a DST

Reef Point LLC · November 15, 2022 ·

3 Celebrities Who Could Have Benefitted From a DST | Reef Point LLC

It seems like almost every day you read about yet another musician who has sold his or her recordings or music catalogue for millions of dollars. What you don’t read about, however, is the tremendous capital gains taxes these celebrities must pay when they make such high-dollar sales.

Webinar Replay: How the DST Helps Business Brokers Mitigate Tax Impact

Reef Point LLC · July 26, 2022 ·

Webinar: How the DST Helps Business Brokers Mitigate Tax Impact

Business Brokers are an invaluable resource for anyone looking to sell or buy a private business. From a seller’s perspective, it is often said that an experienced Business Broker will help you get your deal done and significantly increase the deal value due to their specialized training.

DST Trustee and Reef Point’s CEO, Greg Reese, interviews Matt Manavi MBA, CEO of Transworld Business Advisors of Orange. They provide an overview of the Business Broker’s responsibilities and the best options available to reduce tax impact for clients; CRTs, Opportunity Zones or Deferred Sales Trust.

DST Considerations and Concerns

Reef Point LLC · July 20, 2022 ·

DST Considerations and Concerns | Reef Point LLC

When you wish to sell one of your high-dollar, highly appreciated assets, one of your main concerns likely is the amount of long-term capital gains taxes you will have to pay. This is where the Deferred Sales Trust (DST) can solve your problem. Using this tax-saving strategy, you can sell your asset with no immediate capital gains liability. Instead, any capital gains taxes you owe can be deferred almost indefinitely.

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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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