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News & Blog

HomeNews & Blog
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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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