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Deferring Recoginition of Capital Gains

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Exit Strategy

Selling When It’s Right For You: The DST Exit Strategy

Reef Point LLC · August 10, 2022 ·

Selling When It’s Right For You - The DST Exit Strategy | Reef Point LLC

As a savvy investor, you know that there’s a time to buy and a time to sell. But what’s your exit strategy when it comes to selling one of your high-dollar, highly appreciated assets such as your business, a real estate investment, or even your personal residence?

Guide To Structuring — and Restructuring — the Repayment Terms of Your DST Installment Note

Reef Point LLC · August 3, 2022 ·

Guide To Structuring — and Restructuring — the Repayment Terms of Your DST Installment Note | Reef Point LLC

If you’ve been reading the various blogs and information pages on our Reef Point website, you already know that when you utilize the Deferred Sales Trust (DST) strategy to sell one of your highly appreciated assets, you pay no immediate capital gains tax because you have not actually or constructively received any capital gains on your sale.

Understanding the Two DST Structures

Reef Point LLC · July 27, 2022 ·

Understanding the Two DST Structures | Reef Point LLC

You likely have heard about the Deferred Sales Trust (DST) and how it allows you to sell a highly-appreciated asset without paying any immediate capital gains taxes. But are you aware that there are two DST structures from which you can choose? There are: the Standard DST and the DST Plus. You can even combine the two for maximum flexibility.

DST Considerations and Concerns

Reef Point LLC · July 20, 2022 ·

DST Considerations and Concerns | Reef Point LLC

When you wish to sell one of your high-dollar, highly appreciated assets, one of your main concerns likely is the amount of long-term capital gains taxes you will have to pay. This is where the Deferred Sales Trust (DST) can solve your problem. Using this tax-saving strategy, you can sell your asset with no immediate capital gains liability. Instead, any capital gains taxes you owe can be deferred almost indefinitely.

What Is the Timetable For Beginning the DST Process?

Reef Point LLC · June 29, 2022 ·

What Is the Timetable For Beginning the DST Process? | Reef Point LLC

When people call Reef Point with questions about the Deferred Sales Trust (DST) and whether this unique, proprietary tax strategy may be right for them when they sell a highly appreciated asset, one question they frequently ask is: How much lead time do I need to give the Estate Planning Team to construct my own DST?

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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
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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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