Reef Point Webinar

Using the Deferred Sales Trust to Reposition Investments

​​​​​​​In this webinar Using the Deferred Sales Trust to Reposition Investments After the Sale of an Appreciated Asset, we'll walk you through how to defer capital gains taxes and share new investment opportunities after selling highly appreciated assets like real estate, a business, or other high-value holdings.

This strategy goes beyond tax deferral, it gives you the power to strategically reinvest in a variety of asset classes based on your risk tolerance, income needs, and long-term goals. What You’ll Learn:​​​​​​​

  • ​​​​​​​Ways to reposition your proceeds from a sale into diversified investment options, including:
    • Real estate (residential & commercial)
    • Private equity and venture capital funds
    • Physical assets like gold and other precious metals
    • Launching or acquiring a new business
    • Equities, ETFs, bonds, and other traditional market investments
    • Hard money lending and foreign currency investments
  • ​​​​​​​​​​​​​​How the Deferred Sales Trust (DST) works and why it’s a unique tax strategy for deferring capital gains.​​​​​​​
  • ​​​​​​​​​​​​​​Steps to work with a professional DST team, including your Trustee, to implement a strategy that aligns with your goals.
  • ​​​​​​​​​​​​​​​​​​​​​Live Q&A
  • ​​​​​​​Who Should Attend:
    • Business owners preparing for or considerin​​​​​​​g an exit
    • Real estate investors looking for an alternative to the 1031 exchange
    • Individuals planning to sell an appreciated asset(s)
    • Financial professionals serving affluent clients
    • Business brokers

  • Greg Reese

    Presenter

  • Paul Brar

    Presenter

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