Deferred Sales Trust – Tax Advantages & Considerations
On this episode of the Private Capital Mastery podcast, Brian Franco interviews Greg Reese, founder, president, and CEO of Reef Point LLC. They discuss the Deferred Sales Trust (DST) strategy. Greg points out the advantages of DST, like delaying taxes, safeguarding against outside influences, and being able to leave assets to beneficiaries. He likens DST to a personal 401(k) plan and stresses the importance of collaborating with a team of trusted advisors to make the most of DST. Greg also presents two case studies to show why it's crucial to grasp DST and plan ahead when thinking about selling or exiting a business.
On this episode of the Private Capital Mastery podcast, Brian Franco interviews Greg Reese, founder, president, and CEO of Reef Point LLC. They discuss the Deferred Sales Trust (DST) strategy. Greg points out the advantages of DST, like delaying taxes, safeguarding against outside influences, and being able to leave assets to beneficiaries. He likens DST to a personal 401(k) plan and stresses the importance of collaborating with a team of trusted advisors to make the most of DST. Greg also presents two case studies to show why it’s crucial to grasp DST and plan ahead when thinking about selling or exiting a business.
“This strategy allows you to keep the money you otherwise would have paid in taxes in the year of sale working directly for your benefit.” – Greg Reese
What you will learn:
- The DST and its Benefits
- Keeping Pre-Tax Money Working
- When to Start DST Planning
- Importance of Net Proceeds
Learn more about Greg Reese by visiting:
Learn more about Brian Franco by visiting: