October 02,2018 Effective Retirement Planning Includes Contingencies Roughly one in five AmericansĀ 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 TrustĀ (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 āGrantor, Settlor, or Trustorā of a Trust Definition of a āGrantor, Settlor, or Trustorā 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)Ā 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 corporationsĀ have been reduced to a flat 21%, starting in 2018 under the Tax Cuts […] Read more
June 07,2018 Save or Shred? Follow These Recordkeeping Guidelines Are you a recordkeeping pack rat? Many individuals and businesses hold ontoĀ paper and digital records indefinitely ā just in case. […] Read more
June 07,2018 6 Cool Ways to Save Taxes During the Hot Summer Months The Tax Cuts and Jobs Act (TCJA) may have put a crimp in some of your summer plans by eliminating […] Read more