Webinar Replay: Deferred Sales Trust vs. Monetized Installment Sale – Separating Facts from Fiction

Are you or your clients facing significant capital gains taxes on the sale of a business, investment property, or other high-value asset? In our recent webinar, Reef Point LLC provided an in-depth comparison of the Deferred Sales Trust and the Monetized Installment Sale (MIS) to help investors and advisors make informed decisions.

During the session, we covered:

Why the DST and MIS are not the same or even similar strategies.
How the MIS was declared an illegal step-transaction and placed on the IRS “Dirty Dozen” list.
The key differences between the DST and MIS.
How the IRS has consistently ruled the DST to be legal and compliant for over 27 years.

Webinar Date: January 29, 2025

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.