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Deferred Sales Trusts, Estate Planning, and Tax Planning News

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Webinar Playback

[Video] DST Dialog – Tax and Investment Benefits of the Deferred Sales Trust

September 29, 2020 By Scott Pringle

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

[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

[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

[Video] How to Incorporate Deferred Sales Trusts Into Your Business to Increase Real Estate Listings and Business Sales

March 16, 2020 By Greg Reese

How to Incorporate Deferred Sales Trusts Into Your Business to Increase Real Estate Listings and Business Sales. Replay the webinar hosted by Greg Reese of Reef Point, Inc     … [Read more...] about [Video] How to Incorporate Deferred Sales Trusts Into Your Business to Increase Real Estate Listings and Business Sales

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