Reef Point

Webinar Replay: How the DST Helps Business Brokers Mitigate Tax Impact

Reef Point LLC · July 26, 2022 ·

Business Brokers are an invaluable resource for anyone looking to sell or buy a private business. From a seller’s perspective, it is often said that an experienced Business Broker will help you get your deal done and significantly increase the deal value due to their specialized training.

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.

DST Considerations and Concerns

Reef Point LLC · July 20, 2022 ·

When you wish to sell one of your high-dollar, highly appreciated assets, one of your main concerns likely is the amount of long-term capital gains taxes you will have to pay. This is where the Deferred Sales Trust (DST) can solve your problem. Using this tax-saving strategy, you can sell your asset with no immediate capital gains liability. Instead, any capital gains taxes you owe can be deferred almost indefinitely.

What Is the Timetable For Beginning the DST Process?

Reef Point LLC · June 29, 2022 ·

When people call Reef Point with questions about the Deferred Sales Trust (DST) and whether this unique, proprietary tax strategy may be right for them when they sell a highly appreciated asset, one question they frequently ask is: How much lead time do I need to give the Estate Planning Team to construct my own DST?

What You Need To Know About Becoming a Reef Point Partner

Reef Point LLC · April 19, 2022 ·

As a financial advisor, tax CPA, attorney, or real estate broker, you have a duty to advise clients on matters that are typically quite complicated and often involve large financial transactions. You can help your clients reap financial benefits by offering deferred sales trusts as part of your portfolio of services. Reef Point offers a partner program that gives professionals across various industries the opportunity to help their clients with estate planning and tax deferral services. Here are a few things you should know about becoming a Reef Point Partner.

Webinar Replay: Capital Gains Worries? Learn How to Create an Exit Strategy and Wealth Plan with Two Deferred Sales Trust™ Solutions

Reef Point LLC · April 14, 2022 ·

One of the most intriguing features of the Deferred Sales Trust is the ability to combine both of our two main structures to both defer the capital gains taxes, and to position assets that generate a lifetime income for you and then pass your growing underlying principal to your designated heirs OUTSIDE of your taxable estate (e.g. Not subject to the 40% + estate tax). This combination is what we refer to as the DST Plus.

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