November 06,2018 Using the Deferred Sales Trust™ to Rescue a Failed 1031 Exchange 1031 Exchanges and Deferred Sales Trust™ are both based on the structuring of sales transactions to avoid actual or constructive […] Read more
November 01,2018 Primer on the Deferred Sales Trust (DST) Why Should You Consider the Deferred Sales Trust? If you are considering the sale of a business, corporation, or investment […] Read more
October 02,2018 Effective Retirement Planning Includes Contingencies Roughly one in five Americans in the workforce believe that “working for pay” will be a major source of their retirement […] Read more
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
July 10,2018 Definition of a “Grantor, Settlor, or Trustor” of a Trust Definition of a “Grantor, Settlor, or Trustor” of a Trust These terms are often interchangeable. The Grantor, Settlor, or Trustor […] Read more
July 10,2018 Are You Personally Liable for an LLC? The LLC form of company ownership generally shields individual owners (known as members) from personal liability for the debts or […] Read more
June 14,2018 New Law Eases the Individual Alternative Minimum Tax Unfortunately, the Tax Cuts and Jobs Act (TCJA) retains the individual Alternative Minimum Tax (AMT). But there's a silver lining: The […] Read more
June 14,2018 New Law Gives Eligible Pass-Through Businesses a Special Tax Break Federal income tax rates for C corporations have been reduced to a flat 21%, starting in 2018 under the Tax Cuts […] Read more