As an investment advisor, your primary role consists of helping your clients allocate their assets in the best and most tax advantaged way that accomplishes their financial goals and objectives. One of the times they come to you for your advice and counsel is when they want to sell one of their high-dollar, highly appreciated assets.
Whatever strategies you may be able to suggest to them, the one thing you previously could not offer them is the Deferred Sales Trust (DST). That’s because this unique tax-saving strategy is a proprietary form of the installment sale method authorized by Section 453 of the Internal Revenue Code. As such, only the Estate Planning Team and its affiliates can offer and establish the DST to allow sellers to defer their capital gains taxes almost indefinitely and use this money instead for reinvestment, retirement income or whatever they need or want it for.
Becoming a Reef Point Partner allows you to join this elite group of professionals so that you, too, can offer the DST.
Reef Point partnership allows you to do the following:
- Add value to your existing services
- Expand the services you provide
- Gain an advantage over your competition
- Generate new clients
- Generate additional revenue for your business
In addition, our ongoing training and support teach you all about the DST and its many benefits, how to market your new DST knowledge to potential new clients, and how to determine which of your clients most need the DST.
Estate Planning Team
The core members of the Estate Planning Team consist of the following:
- A Campbell Law tax attorney
- A Registered Investment Advisor vetted and approved by the EPT
- An Independent Certified DST Trustee likewise vetted, trained and approved by the EPT
Greg Reese, Reef Point’s founder, principal and managing member, is proud to be one of only 13 Independent Certified DST Trustees in the nation.
If you’re a Registered Investment Advisor, Reef Point partnership gives you the opportunity to undergo the EPT vetting and approval process so that you can become one of its official RIAs.
Professional Networking Advantages
You undoubtedly have a network of other financial professionals in your area with whom you share knowledge and experiences. Reef Point partnership benefits you here, too. For example, say that one of your real estate broker colleagues mentions that he or she has a client who wants to sell a highly appreciated commercial real estate asset. The only thing holding the client back is the huge capital gains tax bite he or she fears will result.
If you have become one of the Estate Planning Team’s Registered Investment Advisors and steer your colleague and his or her client to the DST, you will automatically be assigned as the investment advisor for the resulting DST. This, in turn, allows you to earn a fee, usually around 1%, on the assets under DST management.
If partnership with Reef Point sounds like just the shot in the arm that your business needs, by all means contact us today. As you might imagine, we’re very enthusiastic about the DST, the safe, legal, tested and approved tax-saving strategy. We’ll be more than happy to explain how a partnership with us can benefit you, too.