Webinar Replay: Repositioning Investments Using the Deferred Sales Trust

In this session, industry expert Greg Reese (Trustee, Reef Point, LLC) and DST Strategist Paul Brar walked through how to use the Deferred Sales Trust (DST) to defer capital gains taxes and reinvest in a wide range of asset classes tailored to your income needs, risk tolerance, and long-term goals.

What You’ll Learn in the Replay:

How the DST works and what makes it different from other tax strategies
New opportunities to reinvest after selling appreciated assets like:
– Real estate
– Private equity & venture capital
– Precious metals
– Business ventures
– Equities, bonds, ETFs, and more

Whether you’re a business owner, real estate investor, financial advisor, or preparing for a major sale
this replay is packed with valuable insights to help you keep more of what you’ve earned.

Webinar Date: May 6, 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.