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
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?
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
Explaining a Deferred Sales Trust, DST, to someone for the first time can be a challenge. Installment sales are not such a new idea. Applying them to large transactions for avoiding massive capital gains tax, using those assets to invest, keeping your assets very liquid, and avoiding the risks of an installment sale, is a very out of the box concept. Having materials that … [Read more...] about Sharable DST Explainer Video and Case Study Flyers
The New York Real Estate News reported that the marketplace where lenders sell mortgages on office buildings, rental properties and other types of commercial real estate has ground to a halt as traders try to figure out how to price in risk amid the COVID-19 pandemic. Possible Impact to Real Estate 1031 Exchanges We are already seeing lenders putting the brakes on writing new … [Read more...] about 1031 Exchanges Threatened as Commercial Lenders Halt Loan Applications – Deferred Sales Trusts the Solution