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Reef Point, LLC

Deferring Recoginition of Capital Gains

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How To Get Started With a DST

Reef Point LLC · March 7, 2022 ·

How To Get Started With a DST | Reef Point LLC

As a savvy investor, you likely have heard rumors about the Deferred Sales Trust (DST) and wondered which, if any, of them are true. You also likely have wondered if the DST might be something you could use to your advantage. At Reef Point, we completely understand that you have questions about this unique, proprietary strategy for deferring your capital gains taxes while securing your financial future. Therefore, we make getting started with a DST surprisingly simple.

Webinar Replay: How to Defer Capital Gains on Cryptocurrency and other Digital Assets

Reef Point LLC · March 7, 2022 ·

How to Defer Capital Gains on Cryptocurrency and other Digital Asse

If you’re invested in cryptocurrency, you know that you can make huge profits on these types of non fungible tokens (NFTs). A DST can assist with deferring capital gains by transferring them into a DST instead of directly selling them to or exchanging them with your intended recipient.

Realtor + Reef Point = A Comprehensive Partnership That Benefits You and Your Clients

Reef Point LLC · February 8, 2022 ·

Realtor + Reef Point = A Comprehensive Partnership That Benefits You and Your Clients | Reef Point LLC

As a Realtor representing high-asset clients wishing to sell their properties, you have many responsibilities. The higher the property value, the more complicated these responsibilities usually become. Your Realtor certification gives you the advanced knowledge and training you need to broker these sales, but it doesn’t give you everything. It doesn’t give you the ability to offer your clients exactly what they need to safely and wisely defer capital gains.

A Complete 2022 Guide to the DST

Reef Point LLC · January 18, 2022 ·

A Complete 2022 Guide to the DST | Reef Point LLC

With a new year upon us, we here at Reef Point thought this an excellent time to provide you with a comprehensive review of the Deferred Sales Trust (DST) and the benefits it can give you.

Dave’s and Pete’s Excellent DST Adventures

Reef Point LLC · December 7, 2021 ·

Dave’s and Pete’s Excellent DST Adventures | Reef Point LLC

Back in 1989, a movie entitled “Bill & Ted’s Excellent Adventure” became the hit comedy of the year. Unfortunately, its two main characters, while funny, gave no indication of being able to think. Instead, they relied on chance to solve their problems.

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Welcome

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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