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Deferring Recoginition of Capital Gains

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Estate Planning

Using a DST for Mergers and Acquisitions

Reef Point LLC · May 11, 2021 ·

Using a DST for Mergers and Acquisitions | Reef Point LLC

Given that most mergers and acquisitions involve a large company, you likely have many tax considerations when another company wishes to merge with yours or to acquire yours. One of your most pressing needs likely is a strategy whereby you can defer the capital gains you undoubtedly will face when your company merges with another company or agrees to be acquired by it. This is where a Deferred Sales Trust can save you hundreds of thousands of dollars in taxes while allowing you to diversify your overall investment portfolio.

How Are Deferred Sales Trust Funds Protected?

Reef Point LLC · December 22, 2020 ·

How Are DST Funds Protected? | Reefpoint LLC

In previous articles we discussed how the Deferred Sales Trust (DST) is a specialized form of installment sale authorized by Section 453 of the Internal Revenue Code. In a DST Trust installment sale, the entire course of the transaction and its continued operation revolves around a secured installment note in favor of you, the seller. In this context, “secured” means that all of the assets in the DST serve as collateral, i.e., security, for repayment of money to you per the note’s terms.

[Video] DST Training Webinar with Michael McIntyre

Reef Point LLC · November 2, 2020 ·

[Video] DST Training Webinar with Michael McIntyre - Reef Point LLC

Michael McIntire from Estate Planning Team demonstrates techniques for discovering new Deferred Sales Trust opportunities and how to present the DST capital gains tax strategy to a new prospect.

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.

Top 5 Mistakes When Naming Beneficiaries of Insurance Policies

Reef Point LLC · September 23, 2019 ·

Top 5 Mistakes When Naming Beneficiaries of Insurance Policies | Reef Point LLC

Naming the beneficiaries of an insurance policy seems likes an easy thing to do. If a person is married, the spouse is the beneficiary. The children are often named as contingent beneficiaries. If a person is not married but has children, the children are often named as first beneficiaries. Usually, these are the people that life insurance is intended to benefit, however, without knowing or considering the consequences of the beneficiary designation, the policy holder’s intended goals may be thwarted.

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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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