Reef Point, LLC
3525 Hyland Avenue, Costa Mesa, CA 92626
Hours open
Monday:
8:00 AM - 4:00 PM
Tuesday:
8:00 AM - 4:00 PM
Wednesday:
8:00 AM - 4:00 PM
Thursday:
8:00 AM - 4:00 PM
Friday:
8:00 AM - 4:00 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
3525 Hyland Ave Ste 145, Costa Mesa, CA 92626, United States
About the Business
Reef Point, LLC is a finance and law institution located at 3525 Hyland Avenue in Costa Mesa, California, United States. They specialize in helping clients defer capital gains taxes and preserve wealth through innovative tax strategies. If you are looking to sell a highly-appreciated asset and want to avoid hefty capital gains taxes, consider a Deferred Sales Trust (DST) with Reef Point, LLC. This legal contract allows you to control your tax exposure, reinvestment terms, and receive installment payments over a prearranged period. Gregory H. Reese, one of only 13 Trustees in the US for DSTs, leads the team at Reef Point, LLC. They offer exclusive events, seminars, market updates, and personalized guidance to help clients maximize their profits and achieve their financial goals. Contact Reef Point, LLC today to explore the benefits of a DST and other estate planning techniques.
Reviews
"unethical and a leech on your investment. Stay clear... trust me. Find someone else. This is a mouse trap."
"Reef Point, LLC serves as one of the leading Trustees among a handfull of approved Trustees in the country for the Deferred Sales Trust, or DST. The DST is an IRS reviewed and approved strategy that allows Sellers of appreciated assets such as real estate or a business to sell that asset, defer the capital gains upon sale and reinvest the tax deferred proceeds for income or other needs. If you are considering selling an appreciated assets that would otherwise result in the up front payment of at least $80,000 in taxes, the DST and working with Reef Point, LLC is strongly worth considering."
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People also searched for
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