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Deferred Sales Trusts, Estate Planning, and Tax Planning News

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Greg Reese

[Video] DST Dialog – The History of the Deferred Sales Trust

November 23, 2020 By Greg Reese

DST Dialog Series Reef Point Founder and DST Trustee, Greg Reese interviews Robert Binkele, CEO of Estate Planning Team, on the subject of "The History of the Deferred Sales Trust" to understand why the DST was created and how this program can be applied to reduce capital gains taxes and create an income stream.     … [Read more...] about [Video] DST Dialog – The History of the Deferred Sales Trust

[Video] Deferred Sales Trust Case Studies Webinar Replay

September 1, 2020 By Greg Reese

  Replay the webinar hosted by Greg Reese of Reef Point, Inc     … [Read more...] about [Video] Deferred Sales Trust Case Studies Webinar Replay

[Video] Building the Bridge with Client’s CPA or Personal Attorney

August 7, 2020 By Greg Reese

  Replay the webinar hosted by Greg Reese of Reef Point, Inc     … [Read more...] about [Video] Building the Bridge with Client’s CPA or Personal Attorney

Is the Deferred Sales Trust Too Good To Be True?

July 27, 2020 By Greg Reese

By Greg Reese Authorized and Approved Trustee for the Deferred Sales Trust Sellers of highly appreciated assets including owners of real property and businesses are keenly aware of the tax ramifications of selling their assets.  People will choose to sell their businesses or property for many reasons, including health reasons, lifestyle choices, a desire to be free of the … [Read more...] about Is the Deferred Sales Trust Too Good To Be True?

[Video] DST Highlights and Case Studies

July 22, 2020 By Greg Reese

DST Highlights and Case Studies Replay the webinar hosted by Greg Reese of Reef Point, Inc     … [Read more...] about [Video] DST Highlights and Case Studies

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