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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]