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Reef Point, LLC

Reef Point, LLC

Deferring Recoginition of Capital Gains

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Tax Strategy

4 Most Used Tax-Deferred Strategies

Reef Point LLC · August 22, 2023 ·

4 Most Used Tax-Deferred Strategies | Reef Point LLC

An effective tax strategy is a year-long process. It requires planning, evaluation and review. While eliminating taxes is nearly impossible, tax deferral strategies allow you to delay payment and lower your overall tax obligation. If you have a high net worth, are in a high-income bracket or intend to sell highly appreciated assets, you could owe a hefty tax bill unless you take steps to offset or lower your taxes.

Benefits of Using the Accelerated Depreciation Method in Real Estate

Reef Point LLC · August 7, 2023 ·

Benefits of Using the Accelerated Depreciation Method in Real Estate | Reef Point LLC

Real estate is a potentially lucrative investment. If you’re like many investors, you might not be fully aware of the options available for increasing financial gains over the term of property ownership. Owning real estate can shelter some of your money from income taxes unless you lease it out. However, your investment also becomes a tax deduction.

How To Defer Capital Gains Tax

Reef Point LLC · July 25, 2023 ·

How To Defer Capital Gains Tax | Reef Point LLC

If you hold substantially appreciated assets, selling those assets can result in a hefty tax bill. Turning over a sizable proportion of the profits from the sale significantly reduces the benefits you gain from making a sound investment decision. However, you don’t necessarily need to take such a hit, at least not upfront.

What Is a Good Retirement Income for a Couple?

Reef Point LLC · July 12, 2023 ·

What Is a Good Retirement Income for a Couple? | Reef Point LLC

Retirement planning is essential to secure your financial future and live a comfortable lifestyle. However, so many struggle with knowing how and what to plan for. What is the average monthly retirement income? At Reef Point, we get this question often as clients try to ascertain how to use a deferred sales trust to supplement retirement income from their 401Ks or pensions.

4 Wealth Preservation Strategies and How To Implement Them

Reef Point LLC · June 27, 2023 ·

4 Wealth Preservation Strategies and How To Implement Them | Reef Point LLC

You invest significant resources into growing your assets, understanding that risk is always involved. However, no matter your risk tolerance level, developing wealth preservation strategies is essential in maintaining financial health now and into the future.

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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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