DST Dialog Series: Join Greg Reese and Shauna Wekherlien, the "Tax Goddess", to explore tax and investment benefits of the Deferred Sales Trust in this exciting webinar. Shauna is a CPA, MTax, CTC, CTS, the owner of Tax Goddess Business Services, PC, and is in the top 1% of Tax Strategists in the country. … [Read more...] about [Video] DST Dialog – Tax and Investment Benefits of the Deferred Sales Trust
Deferred Sales Trust
[Video] Deferred Sales Trust Case Studies Webinar Replay
Replay the webinar hosted by Greg Reese of Reef Point, Inc … [Read more...] about [Video] Deferred Sales Trust Case Studies Webinar Replay
4 Reasons Why Ordinary People Should Defer Capital Gains Taxes
Actually, there is only one reason why anyone should defer capital gains taxes: more money. Capital gains taxes often reduce profits by 40% or more. Finding ways to defer taxes and invest the excess is one of the ways that the 1% continues to build astronomical wealth. However, no matter your income status, you are wise to consider smart tax strategies whenever you … [Read more...] about 4 Reasons Why Ordinary People Should Defer Capital Gains Taxes
[Video] Building the Bridge with Client’s CPA or Personal Attorney
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?
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?