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Deferring Recoginition of Capital Gains

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Exit Strategy

Do You Have Control Over a Deferred Sales Trust?

Reef Point LLC · February 24, 2023 ·

Do You Have Control Over a Deferred Sales Trust? | AmeriEstate Legal Plan

If you invest in real estate property or other high-value holdings, you may owe the federal government and your state capital gains taxes if you sell the property and profit from it. These taxes can significantly reduce how much you benefit from the sale. Furthermore, gains not secured in a trust are subject to probate if you hold them in your estate to pass on to your heirs.

Transition Strategies for Family Businesses

Reef Point LLC · January 25, 2023 ·

Transition Strategies for Family Businesses | Reef Point LLC

If your family is like many who own a business, you intend to keep it in the family across generations. However, it is also an asset that offers potential security after you pass, regardless of whether the company remains in the family.

Qualified Opportunity Zones: What You Should Know

Reef Point LLC · January 6, 2023 ·

Qualified Opportunity Zones - What You Should Know | Reef Point LLC

A Qualified Opportunity Zone is an economically distressed community within the United States. The US Census defines potential qualified opportunity zones, and then a state governor nominates them: the Secretary of the Treasury certifies them.

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.

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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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