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Deferring Recoginition of Capital Gains

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Investment Strategy

Using the DST to Reduce Your Investment Risk

Reef Point LLC · June 29, 2021 ·

Using the DST to Reduce Your Investment Risk | Reef Point LLC

Advice on reducing investment risk abounds. Unfortunately, however, little of it applies to you if you have a highly appreciated asset, such as a business or a piece of commercial real estate, that you wish to sell, but are hesitant to do so because of the capital gains tax you will face paying. This is where the Deferred Sales Trust may be just the solution you’re looking for.

[Video] DST Dialog – Investment Strategy Allocations with a Deferred Sales Trust

Reef Point LLC · November 5, 2020 ·

DST Dialog – Investment Strategy Allocations with a Deferred Sales Trust | Reef Point LLC

Join Greg Reese, Authorized/Approved DST Trustee and Greg Richards, a Registered Investment Advisor, as they discuss the best investment strategy allocations in connection with a Deferred Sales Trust. The DST allows investors of highly appreciated assets liquidate and reallocate while deferring capital gains.

Deferring Capital Gains – Opportunity Zone Investing v. The Deferred Sales Trust ™

Reef Point LLC · May 14, 2019 ·

Deferring Capital Gains - Opportunity Zone Investing v. The Deferred Sales Trust ™ | Reef Point LLC

For years the 1031 exchange (like-kind exchange) has been one of the most tax efficient investment vehicles available to real estate investors. However, two lesser-known vehicles are giving the 1031 exchange a run for its money. One is the Opportunity Zone and the other is the Deferred Sales Trust.

How Can the Deferred Sales Trust be Used to Fund Alternative Investments?

Reef Point LLC · June 3, 2018 ·

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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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