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Reef Point, LLC

Reef Point, LLC

Deferring Recoginition of Capital Gains

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Deferred Sales Trust

Why the IRS Allows Deferred Sales Trusts and How You Can Benefit

Reef Point LLC · June 26, 2020 ·

Why the IRS Allows Deferred Sales Trusts and How You Can Benefit | Reef Point USA

Tax strategists are buzzing more and more about Deferred Sales Trusts as flexible alternatives to a 1031 exchange and valuable estate planning tools. A DST could defer capital gains tax obligations indefinitely, while producing cash flow, on the sale of any appreciated asset, not just real property.

Sharable DST Explainer Video and Case Study Flyers

Reef Point LLC · June 9, 2020 ·

Sharable DST Explainer Video and Case Study Flyers | Reef Point LLC

Explaining a Deferred Sales Trust, DST, to someone for the first time can be a challenge. Having materials that are easy to share and helps a financial professional present this to a qualified DST candidate is one of Reef Point’s most common requests.

[Video] How to Incorporate Deferred Sales Trusts Into Your Business to Increase Real Estate Listings and Business Sales

Reef Point LLC · March 16, 2020 ·

[Video] How to Incorporate Deferred Sales Trusts Into Your Business to Increase Real Estate Listings and Business Sales | Reef Point LLC

Replay the “How to Incorporate Deferred Sales Trusts Into Your Business to Increase Real Estate Listings and Business Sales” webinar hosted by Greg Reese of Reef Point, Inc. Reef Point LLC was founded by Gregory Reese and is one of only 13 Trustees in the US for Deferred Sales Trusts. Greg is also the CEO and founder of AmeriEstate Legal Plan which provides easy and affordable Estate Planning, Asset Protection, and Elder Law services with its network of provider attorneys.

[Video] Saving an Additional 10 Percent in Taxes with the DST

Reef Point LLC · January 27, 2020 ·

[Video] How to Incorporate [Video] Saving an Additional 10 Percent in Taxes with the DST | Reef Point LLC copy

Deferred Sales Trusts are an excellent solution for paying less capital gains tax from sales of high value assests. Replay the “Saving an Additional 10 Percent in Taxes with the DST” webinar hosted by Greg Reese of Reef Point, Inc.

How Do You Structure Repayment Terms for a Deferred Sales Trust Installment Note

Reef Point LLC · January 8, 2020 ·

Repayment Structure | Reef Point LLC
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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
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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