Robert Binkele, CEO of Estate Planning Team, on the subject of “The History of the Deferred Sales Trust” to understand why the DST was created and how this program can be applied to reduce capital gains taxes and create an income stream.
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[Video] DST Dialog – Investment Strategy Allocations with a Deferred Sales Trust
Join Greg Reese, Authorized/Approved DST Trustee and Greg Richards, a Registered Investment Advisor, as they discuss the best investment strategy allocations in connection with a Deferred Sales Trust. The DST allows investors of highly appreciated assets liquidate and reallocate while deferring capital gains.
[Video] DST Dialog – Tax and Investment Benefits of the Deferred Sales Trust
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Join Greg Reese and Shauna Wekherlien, the “Tax Goddess”, to explore tax and investment benefits of the Deferred Sales Trust in this exciting webinar. Shauna is a CPA, MTax, CTC, CTS, the owner of Tax Goddess Business Services, PC, and is in the top 1% of Tax Strategists in the country.
[Video] Deferred Sales Trust Case Studies Webinar Replay
![[Video] Deferred Sales Trust Case Studies Webinar Replay | Reef Point LLC](https://reefpointusa.com/wp-content/uploads/2021/01/Video-Deferred-Sales-Trust-Case-Studies-Webinar-Replay-Reef-Point-LLC-600x400.jpg)
Replay of the Deferred Sales Trust Case Studies webinar hosted by Greg Reese of Reef Point, Inc. Reef Point LLC was founded by Gregory Reese and is one of only 13 Trustees in the US for Deferred Sales Trusts. Greg is also the CEO and founder of AmeriEstate Legal Plan which provides easy and affordable Estate Planning, Asset Protection, and Elder Law services with its network of provider attorneys.
[Video] Building the Bridge with Client’s CPA or Personal Attorney
![[Video] Building the Bridge with Client's CPA or Personal Attorney | Reef Point LLC](https://reefpointusa.com/wp-content/uploads/2021/01/Video-Building-the-Bridge-with-Clients-CPA-or-Personal-Attorney-Reef-Point-LLC-600x400.jpg)
Replay the “Building the Bridge with Client’s CPA or Personal Attorney” webinar hosted by Greg Reese of Reef Point, Inc. Reef Point LLC was founded by Gregory Reese and is one of only 13 Trustees in the US for Deferred Sales Trusts. Greg is also the CEO and founder of AmeriEstate Legal Plan which provides easy and affordable Estate Planning, Asset Protection, and Elder Law services with its network of provider attorneys.