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Deferring Recoginition of Capital Gains

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Reef Point

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.

Webinar Replay: How providing the perfect tax mitigation solution for your clients will increase your sales

Reef Point LLC · November 21, 2022 ·

Webinar Replay: How providing the perfect tax mitigation solution for your clients will increase your sales

In this webinar, DST Trustee and Reef Point’s CEO, Greg Reese, shares a smart strategy that will increase your seller’s net proceeds. This game-changing idea not only reduces the burdens on your seller by deferring their capital gains taxes but it gives YOU a direct advantage over your competition. The Deferred Sales Trust™ strategy gives you an advantage over the competition.
DST Trustee and Reef Point’s CEO, Greg Reese, interviews Matt Manavi MBA, CEO of Transworld Business Advisors of Orange. They provide an overview of the Business Broker’s responsibilities and the best options available to reduce tax impact for clients; CRTs, Opportunity Zones or Deferred Sales Trust.

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.

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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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