Reef Point LLC

Is your 1031 deadline looming and you aren't sure if your exchange will complete in time? Reef Point offers a rescue plan with a Deferred Sales Trust. A DST allows the funds to revert to the trust rather than the investor which allows the capital gains tax bill to be deferred until principal payments are disbursed. If a DST sounds like your preferred strategy, reach out to Reef Point to learn more. https://bit.ly/2Bc8uQU... #reefpoint #deferredsalestrust #capitalgainsavoidance #capitalgainstaxsolutions See more

Utilizing a DST for your Exit Strategy allows you to defer capital gain taxes due at the time of sale of a business, investment or any highly appreciated asset over a period of time that is selected by the Seller/Taxpayer in advance. #DST #DeferredSalesTrust #ReefPoint #ExitStrategy

How is a Deferred Sales Trust different than a 1031 exchange? Both of these tools use the IRS installment sales treatment to defer capital gains sales taxes upon the sale of an investment. A DST removes the "like-kind" restriction that accompanies a 1031 exchange as well as the strict timeline in which to complete the sale and purchase of the new "like-kind" asset. Contact Reef Point to find out if a DST is the right tool for you. https://bit.ly/2Bc8uQU #reefpoint #deferredsalestrust #capitalgainsavoidance #capitalgainstaxsolutions

If you represent high net worth clients, you know that one of their biggest challenges is the long-term capital gains taxes they face when they sell a highly appreciated asset. What if you could help your high net worth clients defer their capital gains taxes or possibly even avoid paying them altogether? You can. It’s called a Deferred Sales Trust (DST) and Reef Point can help. #CapitalGainsTaxes #DeferredSalesTrust #DST #FinancialAdvisor #FinancialPlanning #PartnerResources #ReefPoint

A properly structured Deferred Sales Trust does more than just help you defer paying your capital gains taxes. In addition to this huge benefit, a DST can also be used for a possible estate tax "freeze," for wealth maintenance and distribution, retirement planning, probate avoidance, and investment portfolio diversification. Contact Reef Point today to learn more about how a DST can help you achieve your financial goals. https://bit.ly/2Bc8uQU... #reefpoint #deferredsalestrust #capitalgainsavoidance #capitalgainstaxsolutions

Even though savvy investors have been deferring their capital gains tax payments for over 20 years by using a Deferred Sales Trust (DST), many people have never heard of this strategy. A DST is a legal, tested and innovative way to defer capital gains tax liability when you sell a highly appreciated home, business, or piece of commercial real estate. The team at Reef Point is happy to educate you on how you, too, can take advantage of this tax deferment strategy. Visit our we...bsite today to learn more or to schedule an appointment. https://bit.ly/2Bc8uQU #reefpoint #deferredsalestrust #capitalgainsavoidance #capitalgainstaxsolutions

Why is a Deferred Sales Trust a better type of installment sale for your highly appreciated home, business, or piece of commercial real estate? Unlike other types of installment sales, a DST eliminates the risks you would normally face, such as having your relinquished property serve as your only source of collateral, recognizing immediate capital gains liability on the entire sale if the buyer refinances your note, or possibly needing to foreclose on the property if the buye...r fails to keep his or her end of the bargain. Need more reasons to choose a DST for the sale of your large asset? Contact Reef Point today to schedule an appointment with a trustee. https://bit.ly/2Bc8uQU #reefpoint #deferredsalestrust #capitalgainsavoidance #capitalgainstaxsolutions

An IRS 1031 exchange is a fantastic tool for an investor to transfer a real estate asset into another without recognizing a taxable capital gain. However, there are limitations of its use and strict rules governing its use: like-kind limitations, time windows and asset type restrictions. #ReefPoint #1031Exchange #DeferredSalesTrust #Investments #IRSRules

Despite the fact that savvy investors have been making use of the Deferred Sales Trust (DST) for over 20 years, you may not have heard about this legal, tested and innovative way to defer capital gains tax liability when you sell a highly appreciated home, business or piece of commercial real estate. If not, we at Reef Point are happy and proud to present this Complete Guide to the DST. #CapitalGains #DeferredSalesTrust #DST #GuidetoDST #InvestmentProperty

From all of us at Reef Point, we wish you and your loved ones a happy and healthy new year! https://bit.ly/2Bc8uQU #happynewyear #reefpoint #deferredsalestrust

Let Reef Point help you maximize your investment strategy in 2021. Whatever your plans for the future are, the financial advisors and trustees at Reef Point can help you identify the right kind of investments you should be considering, and the best ways to transition your assets over. Using investment strategies and tools such as a DST and other methods, Reef Point can help ensure your money is working for you. https://bit.ly/2Bc8uQU #reefpoint #deferredsalestrust #capitalgainsavoidance #capitalgainstaxsolutions

Today we begin a new 2-part series on one of the most innovative ways in which to do a 1031 exchange: bifurcation with a Deferred Sales Trust (DST). In Part 1, our experts at Reefpoint will explain how a bifurcation works. In Part 2, they’ll explain an alternative you may wish to consider. #Bifurcated1031Exchange #DeferredSalesTrust #DST #IRS #IRSRules #Reefpoint

What's the difference between recognized gain and realized gain? The IRS differentiates between these two types of gains. The gross profit you make in a real estate or other sales transaction is your recognized gain. Your net profit after deducting all associated costs of the sale is your realized gain. Although your recognized gain may create a capital gains tax liability, your realized gain determines the amount of tax you will actually pay. Find out how forming a DST for ...the sale of your asset can help minimize or delay the payments for the capital gains taxes you owe by visiting Reef Point online today. https://bit.ly/2Bc8uQU #reefpoint #deferredsalestrust #capitalgainsavoidance #capitalgainstaxsolutions

Did you know that you can structure your Deferred Sales Trust to help fund your retirement? A DST can be structured to benefit you in multiple ways. In addition to deferring payment of the capital gains taxes owed from the sale of your asset, you can also use your DST for new investment opportunities outside of the real estate area in which you were previously engaged in. Learn more about the ways in which a DST can benefit you by visiting Reef Point online. https://bit.ly/...2Bc8uQU #reefpoint #deferredsalestrust #capitalgainsavoidance #capitalgainstaxsolutions