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Reef Point, LLC

Reef Point, LLC

Deferring Recoginition of Capital Gains

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Capital Gains

4 Most Used Tax-Deferred Strategies

Reef Point LLC · August 22, 2023 ·

4 Most Used Tax-Deferred Strategies | Reef Point LLC

An effective tax strategy is a year-long process. It requires planning, evaluation and review. While eliminating taxes is nearly impossible, tax deferral strategies allow you to delay payment and lower your overall tax obligation. If you have a high net worth, are in a high-income bracket or intend to sell highly appreciated assets, you could owe a hefty tax bill unless you take steps to offset or lower your taxes.

How To Defer Capital Gains Tax

Reef Point LLC · July 25, 2023 ·

How To Defer Capital Gains Tax | Reef Point LLC

If you hold substantially appreciated assets, selling those assets can result in a hefty tax bill. Turning over a sizable proportion of the profits from the sale significantly reduces the benefits you gain from making a sound investment decision. However, you don’t necessarily need to take such a hit, at least not upfront.

Webinar Replay: Business Development to Accelerate your Growth

Reef Point LLC · July 6, 2023 ·

The Deferred Sales Trust - Business Development to Accelerate your Growth | Reef Point LLC

In this informative webinar about the Deferred Sales Trust ™ and how Business Development can Accelerate your Growth, we interview Paul Brar, our new Director of Business Development, who discusses how to use a Deferred Sales Trust as a growth tool based on his previous experience in Asset Management.

How Do Capital Gains Work?

Reef Point LLC · May 30, 2023 ·

How Do Capital Gains Work? | Deferred Sales Trust | Reef Point LLC

The federal and most state governments consider any property you own to be an asset. Profiting from an asset’s sale results in a monetary (or capital) gain. When the sale meets specified criteria, the government levies a tax on the profit. There are two types of capital gains taxes and tax rates. You incur taxes for the year you sell the asset unless you use a strategy that qualifies for deferment, such as a deferred sales trust.

Tax Deferrals for Short-Term vs. Long-Term Tax Deferrals: Why It Matters

Reef Point LLC · February 10, 2023 ·

Tax Deferrals for Short-Term vs. Long-Term Tax Deferrals - Why It Matters | AmeriEstate Legal Plan

The federal government considers anything you own or use as a capital asset, including your financial investments. In other words, it has a monetary value. If you sell these assets, the difference between the price you paid for it — adjusted to reflect valuation changes since purchase — and the sale price is a capital gain or loss.

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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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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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