September 04,2018 How Does The Deferred Sales Trust Work? By Greg Reese, Principal Reef Point, LLC Certified Trustee for the Deferred Sales Trust The DST starts with an owner […] Read more
August 01,2018 The Deferred Sales Trust (Part 2) A Legal, Tax-Based Strategy for Deferring the Payment of Capital Gains Taxes By Greg Reese, Certified Trustee for the Deferred […] Read more
August 01,2018 The Deferred Sales Trust (Part 1) A Legal, Tax-Based Strategy for Deferring the Payment of Capital Gains Taxes By Greg Reese, Certified Trustee for the Deferred […] Read more
June 14,2018 New Law Eases the Individual Alternative Minimum Tax Unfortunately, the Tax Cuts and Jobs Act (TCJA)Â retains the individual Alternative Minimum Tax (AMT). But there's a silver lining: The […] Read more
May 17,2018 Capital Gains Rates Before and After the New Tax Law Are you confused about the federal income tax rates on capital gains and dividends under the Tax Cuts and Jobs […] Read more
May 03,2018 The Use of Alternative Investments within the Deferred Sales Trust By Greg Reese, Principal, Reef Point, LLC – Trustee for the Deferred Sales Trust The Deferred Sales Trust is designed […] Read more
April 19,2018 Estate Planning – Broaching a Sensitive Topic You may be uncomfortable at the thought of discussing your estate with your loved ones. But failing to do so could […] Read more
April 03,2018 Estate Planning 101: An Introduction What Is an Estate and What Planning Is Involved? It's important for you to understand what the word “estate” means […] Read more
March 15,2018 Good News! More Families May Be Eligible for the Child Credit in 2018 The Tax Cuts and Jobs Act (TCJA), which was signed into law on December 22, 2017, made significant changes to […] Read more
March 15,2018 Take Time to Plan Your Estate If you're like most people, you've probably delegated estate planning to the realm of things to be done “someday.” Most […] Read more