• Skip to primary navigation
  • Skip to main content
(866) 867-8633
  • Partner Login
  • Request a Consultation
Reef Point LLC Logo

Reef Point, LLC

Deferring Recoginition of Capital Gains

  • DST Explained
    • Exit Strategy
    • 1031 Exchange Alternative
    • 1031 Exchange Rescue
    • Guidelines for a DST to Qualify
    • Standard DST & DST Plus
  • Meet the Team
    • Meet Greg Reese
  • Resources
    • Blog
    • FAQ
    • Case Studies
    • Videos
    • Webinars
  • Partner Center
    • Attorneys
    • Business Brokers
    • CPAs
    • Financial & Investment Advisors
    • Mergers and Acquisitions Professionals
    • Real Estate Professionals
    • Partner Portal
  • Contact Us
  • Partner Login
  • Request a Consultation OLD
  • Show Search
Hide Search

Tax Strategy

Do You Have Control Over a Deferred Sales Trust?

Reef Point LLC · February 24, 2023 ·

Do You Have Control Over a Deferred Sales Trust? | AmeriEstate Legal Plan

If you invest in real estate property or other high-value holdings, you may owe the federal government and your state capital gains taxes if you sell the property and profit from it. These taxes can significantly reduce how much you benefit from the sale. Furthermore, gains not secured in a trust are subject to probate if you hold them in your estate to pass on to your heirs.

Tax Deferrals for Short-Term vs. Long-Term Tax Deferrals: Why It Matters

Reef Point LLC · February 10, 2023 ·

Tax Deferrals for Short-Term vs. Long-Term Tax Deferrals - Why It Matters | AmeriEstate Legal Plan

The federal government considers anything you own or use as a capital asset, including your financial investments. In other words, it has a monetary value. If you sell these assets, the difference between the price you paid for it — adjusted to reflect valuation changes since purchase — and the sale price is a capital gain or loss.

Transition Strategies for Family Businesses

Reef Point LLC · January 25, 2023 ·

Transition Strategies for Family Businesses | Reef Point LLC

If your family is like many who own a business, you intend to keep it in the family across generations. However, it is also an asset that offers potential security after you pass, regardless of whether the company remains in the family.

Tax Tips for the New Year

Reef Point LLC · January 11, 2023 ·

Tax Tips for the New Year | Reef Point LLC

As the new year rolls in, it’s time to start thinking about your taxes. You may think the time has passed to alter how much you owe on your tax bill. However, there are a few steps you can take after the first of the year that may make a significant difference in what you owe the government.

Qualified Opportunity Zones: What You Should Know

Reef Point LLC · January 6, 2023 ·

Qualified Opportunity Zones - What You Should Know | Reef Point LLC

A Qualified Opportunity Zone is an economically distressed community within the United States. The US Census defines potential qualified opportunity zones, and then a state governor nominates them: the Secretary of the Treasury certifies them.

  • Go to page 1
  • Go to page 2
  • Go to page 3
  • Interim pages omitted …
  • Go to page 17
  • Go to Next Page »

Welcome

Reef Point LLC was founded by Gregory H. Reese who is one of only 13 Trustees in the US for Deferred Sales Trusts.

Quick Links

  • DST Explained
  • Partner Center
  • Case Studies
  • FAQ
  • Contact Us

Subscribe

Receive invitations to exclusive events, seminars occasional market news, updates, and opportunities from the Reef Point team.

  • This field is for validation purposes and should be left unchanged.

Contact

3525 Hyland Ave., Suite 145
Costa Mesa, CA 92626
714-581-5376
info@reefpointusa.com

  • Facebook
  • LinkedIn

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.

© Copyright 2021 | Reef Point, LLC All Rights Reserved | Privacy Policy | Terms & Conditions

© 2023 Reef Point, LLC