Webinar Replay: Maximizing Gains – Leveraging Deferred Sales Trust Through Changing Interest Rates
Don’t let fluctuating interest rates jeopardize your asset sales. Equip yourself with the knowledge to navigate these changes effectively.
Join us for an insightful webinar exploring how the Deferred Sales Trust™ (DST) can safeguard your highly appreciated assets in the face of fluctuating interest rates. Don’t miss this opportunity to discover how to benefit from the Federal Reserve’s projected rate drops in 2024 and utilize DST to diversify your portfolio while gaining substantial tax deferral advantages.
Why Watch?
- Navigate Rate Volatility – Learn strategies to prevent last year’s scenario, where deals in real estate and business sales were lost due to soaring interest rates. Understand how the upcoming rate drops can work in your favor and leverage the DST as a shield against unpredictable rate fluctuations.
- Capitalize on Tax Deferral – Discover the power of the Deferred Sales Trust in deferring taxes on highly appreciated assets. Uncover the mechanisms that enable you to control capital gains tax exposure while maximizing your returns.
- Diversification & Growth – Explore how utilizing a DST doesn’t just protect your assets but allows you to diversify your investments. Gain insights into how to structure your portfolio for growth and stability through strategic reinvestment.
- Meet Our Experts – Greg Reese, CEO of AmeriEstate Legal Plan and Reef Point, a visionary leader with extensive expertise in leveraging DST for asset protection and tax optimization, and Paul Brar, Director of Business Development.
Webinar Date: February 7, 2024
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.