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Deferring Recoginition of Capital Gains

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Video

[Video] DST Dialog – The History of the Deferred Sales Trust

Reef Point LLC · November 23, 2020 ·

History of the Deferred Sales Trust | Reef Point LLC

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.

[Video] DST Dialog – Investment Strategy Allocations with a Deferred Sales Trust

Reef Point LLC · November 5, 2020 ·

DST Dialog – Investment Strategy Allocations with a Deferred Sales Trust | Reef Point LLC

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

Reef Point LLC · September 29, 2020 ·

[Video] DST Dialog - Tax and Investment Benefits of the Deferred Sales Trust | Reef Point LLC

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

Reef Point LLC · September 1, 2020 ·

[Video] Deferred Sales Trust Case Studies Webinar Replay | Reef Point LLC

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

Reef Point LLC · August 7, 2020 ·

[Video] Building the Bridge with Client's CPA or Personal Attorney | Reef Point LLC

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.

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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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