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Reef Point, LLC

Reef Point, LLC

Deferring Recoginition of Capital Gains

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DST

Webinar Replay: Closing the Deal – How to Present the Deferred Sales Trust to Clients

Reef Point LLC · September 7, 2023 ·

Closing the Deal - How Advisors, Business Brokers and Real Estate Pros Can Present the Deferred Sales Trust to Clients | Reef Point LLC

Learn how business brokers and our greater affiliates can effectively present the Deferred Sales Trust to their clients.

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.

Press Release: Reef Point, LLC Welcomes New Director of Business Development to Expand Sales Team

Reef Point LLC · July 19, 2023 ·

Reef Point, LLC announced the addition of Paul Brar as Director of Business Development. This significant addition to the team allows Reef Point to further expand its Deferred Sales Trust™ services, and create awareness about this underutilized tax strategy.

What Is a Good Retirement Income for a Couple?

Reef Point LLC · July 12, 2023 ·

What Is a Good Retirement Income for a Couple? | Reef Point LLC

Retirement planning is essential to secure your financial future and live a comfortable lifestyle. However, so many struggle with knowing how and what to plan for. What is the average monthly retirement income? At Reef Point, we get this question often as clients try to ascertain how to use a deferred sales trust to supplement retirement income from their 401Ks or pensions.

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.

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Welcome

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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