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