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Reef Point, LLC

Deferring Recoginition of Capital Gains

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Webinar Replay: Capital Gains Worries? Learn How to Create an Exit Strategy and Wealth Plan with Two Deferred Sales Trust™ Solutions

Reef Point LLC · April 14, 2022 ·

One of the most intriguing features of the Deferred Sales Trust is the ability to combine both of our two main structures to both defer the capital gains taxes, and to position assets that generate a lifetime income for you and then pass your growing underlying principal to your designated heirs OUTSIDE of your taxable estate (e.g. Not subject to the 40% + estate tax). This combination is what we refer to as the DST Plus.

Reef Point is one of the few tax and investment professionals who can offer you a safe and legal way to defer your capital gains taxes when you sell or exchange your highly appreciated assets. Click the video above for more information.


Intrigued and Want to Know More?

If all of the above appeals to you and you want to find out more about the benefits of partnering with Reef Point, contact us today. Greg Reese will be happy to answer any questions you have, and also give you a free DST analysis.

Capital Gains, Deferred Sales Trust, Webinars Capital Gains, Capital Gains Taxes, Deferred Sales Trust, DST, Real Estate, Reef Point, Tax Strategy

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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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