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Deferring Recoginition of Capital Gains

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Investments

Webinar Replay: The Benefit of Deferred Sales Trust – Stock Sales vs. an Asset Sale of a Business

Reef Point LLC · February 1, 2023 ·

Webinar Replay: The Benefit of Deferred Sales Trust - Stock Sales vs. an Asset Sale of a Business

In this webinar Greg Reese, President of Reef Point and DST Trustee, explains the difference between a stock sale vs. an asset sale, and how of the Deferred Sales Trust Deferred Sales Trust™ (DST) can help reduce capital gains tax.

Conventional vs. Structured Installment Sales

Reef Point LLC · December 28, 2022 ·

Conventional vs. Structured Installment Sales | Reef Point LLC

When selling highly-appreciated assets, one of the main concerns for the seller is deferring capital gains tax. Essentially, if you sell an asset for more capital than you spent to acquire it, the government mandates that you pay tax on those gains.

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?

Setting the Repayment Terms of Your DST Installment Sale Note

Reef Point LLC · June 15, 2022 ·

Setting the Repayment Terms of Your DST Installment Sale Note | Reef Point LLC

As a savvy investor, you likely already know that Section 453 of the Internal Revenue Code authorizes you to utilize the installment sale method when you sell a highly appreciated assets so as to obtain favorable capital gains treatment. What you may not know, however, is that when you utilize the Deferred Sale Trust rather than a regular installment sale, this legal, safe and proprietary tax strategy gives you many additional benefits.

Lawmakers Could Convert Stocks, Avoiding Capital Gains

Reef Point LLC · April 12, 2022 ·

Lawmakers Could Convert Stocks, Avoiding Capital Gains | Reef Point LLC

Under a bipartisan bill sponsored by Elizabeth Warren (D-MA) and Steve Daines (R-MT), congressional members and their spouses would not only be banned from trading stocks, but also be required sell their individual stock holdings and put their other assets in blind trusts.

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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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