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Reef Point, LLC

Deferring Recoginition of Capital Gains

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Partner Resources

How Becoming a Reef Point Business Partner Can Enhance Your CPA Practice

Reef Point LLC · June 22, 2022 ·

How Becoming a Reef Point Business Partner Can Enhance Your CPA Practice | Reef Point LLC

As a Certified Public Accountant, you deal with your clients’ complicated financial issues on a daily basis. These usually involve tax issues and can be quite challenging, particularly as tax laws, rules and regulations continue to change.

How Becoming a Reef Point Partner Can Add Value to Your Client Services and Give You a Competitive Advantage

Reef Point LLC · December 28, 2021 ·

How Becoming a Reef Point Partner Can Add Value to Your Client Services and Give You a Competitive Advantage | Reef Point LLC

Experts agree that a business must add value to the products and services it sells in order to make a profit. Adding value also gives you additional benefits, including such things as the following:

DST: An Advantageous Tax Deferral Strategy For Your Clients

Reef Point LLC · November 2, 2021 ·

DST - An Advantageous Tax Deferral Strategy For Your Clients | Reef Point LLC

As a CPA helping high-asset clients create and maintain their wealth, you hold an exceptionally prestigious, albeit challenging, position. You’re the expert to whom they look to help them maximize their profits, minimize their tax liability and shield them, to the greatest extent possible, from IRS audits. But how do you do this, especially in light of the major tax changes likely coming in the near future? The Deferred Sales Trust (DST) may be just the answer you and your clients are looking for.

How Financial and Investment Advisors Can Use and Benefit From the DST Process

Reef Point LLC · June 22, 2021 ·

How Financial and Investment Advisors Can Use and Benefit From the DST Process | Reef Point

As a financial and investment advisor, you wear many hats as you serve your clients. Some of your important roles include the following:

Add Value to Your Professional Practice — Become a DST Partner

Reef Point LLC · June 8, 2021 ·

Add Value to Your Professional Practice — Become a DST Partner | Reef Point LLC

As a financial or legal professional, you’re always looking for ways to better help your clients. But not just any “way” will do. It must truly be of value to your clients. It must be legal, proven and tested. It must allow you to ethically practice within your rules of professional responsibility. It must be something you feel very good about yourself so you can responsibly advise your clients about it and recommend it to them.

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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
info@reefpointusa.com

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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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