When selling a highly appreciated asset, the strategy you choose matters but the team implementing that strategy matters even more. A Deferred Sales Trust (DST) can be a powerful solution for deferring capital gains taxes, but it must be structured correctly and completed before a sale closes.
Since 2016, sellers and professional partners across the country have chosen Reef Point to handle their Deferred Sales Trust transactions because of our experience, transparency, and client-first approach.
Experience You Can Trust When Deferring Capital Gains Taxes
Deferring capital gains taxes is not a one-size-fits-all solution. Each sale involves unique tax considerations, asset structures, and timing requirements.
Reef Point is led by a highly experienced team with deep expertise in estate planning, finance, and complex asset transactions. Greg Reese, Founder, President, and CEO of Reef Point, LLC and AmeriEstate Legal Plan, Inc., brings more than 25 years of estate planning experience and over 15 years as a real estate professional and Registered Investment Advisor. Greg holds a B.S. in Finance from San Diego State University and became a Certified Trustee for the Deferred Sales Trust in 2016. Since then, he and his team have completed millions of dollars in Deferred Sales Trust transactions, helping clients successfully exit businesses, real estate, and other highly appreciated assets
Supporting this leadership is Paul Brar, Director of Business Development, who focuses on expanding awareness and adoption of the Deferred Sales Trust as a powerful capital gains tax deferral strategy. Paul brings more than a decade of experience in finance and business development, with a strong background in mergers and acquisitions, investor relations, and operational strategy. Paul’s ability to translate complex financial concepts into clear, client-focused solutions further strengthens Reef Point’s position as a trusted authority in Deferred Sales Trust planning.
Serving Clients Since 2016
Reef Point has been working exclusively with Deferred Sales Trust strategies since 2016, helping clients navigate different market cycles and tax environments. Our longevity reflects consistency, compliance, and earned trust.
Reef Point Deferred Sales Trust specialists
https://reefpointusa.com/meet-the-team/
A Knowledgeable Team That Takes Time With Every Client
One of the most common reasons sellers and partners choose Reef Point is our commitment to education.
Clear, Thorough Explanations—No Rushing
Deferred Sales Trust transactions involve legal, tax, and financial coordination. Our team takes the time to:
- Explain how a Deferred Sales Trust works step by step
- Review timing, compliance, and installment sale rules
- Answer questions before decisions are made
- Coordinate with CPAs, attorneys, and advisors
Informed Decisions Build Confidence
Clients value that Reef Point focuses on understanding, not pressure, so they can move forward confidently.
A Website Designed to Educate and Answer Questions
Many clients tell us they chose Reef Point because our website answered most of their questions before the first call.
Educational Resources That Build Trust
Our content helps sellers understand:
- How to defer capital gains taxes legally
- How Deferred Sales Trusts compare to 1031 exchanges
- When a DST must be implemented
- Which assets may qualify
How a Deferred Sales Trust works
https://reefpointusa.com/dst-explained/
Proven Experience Across Nearly Every Asset Type
Deferred Sales Trusts are not limited to real estate. Reef Point has structured DST transactions for a wide range of appreciated assets.
Assets Commonly Sold Using a Deferred Sales Trust
Real-World DST Applications
- Commercial and residential real estate
- Privately held businesses
- Investment portfolios
- Cryptocurrency
- Highly appreciated personal or investment assets
Deferred Sales Trust use cases
https://reefpointusa.com/case-studies/
Ability to Work With Assets Outside the United States
In a global economy, assets are not always located domestically. Reef Point can work with assets located outside the United States, provided the taxpayer is subject to U.S. taxation. This flexibility benefits:
- Business owners with international operations
- Investors holding foreign property
- U.S. taxpayers planning cross-border exits
Trusted by Sellers and Professional Partners
Reef Point works closely with:
- Financial advisors
- CPAs
- Business brokers
- Real estate professionals
- Estate planning attorneys
A Collaborative, Partner-Friendly Process
Partners choose Reef Point because we communicate clearly, respect existing relationships, and focus on solutions that support the entire transaction.
Frequently Asked Questions About Reef Point and Deferred Sales Trusts
Why do sellers choose Reef Point for a Deferred Sales Trust?
Sellers choose Reef Point for our experience, education-first approach, and proven track record handling Deferred Sales Trust transactions across many asset types.
Can Reef Point help defer capital gains taxes on assets outside the U.S.?
Yes. Reef Point can work with international assets as long as the taxpayer is subject to U.S. taxation.
What types of assets has Reef Point worked with?
Reef Point has structured DSTs for real estate, businesses, investment portfolios, cryptocurrency, and other highly appreciated assets.
When must a Deferred Sales Trust be set up?
A Deferred Sales Trust must be established before the sale closes. Once a transaction is completed, capital gains taxes are triggered.
Contact Reef Point LLC for a free consultation. Our team specializes in Deferred Sales Trust implementation, helping business owners and investors reduce capital gains exposure.