Reef Point
Finance · California, United States · 11-50 Employees
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Overview
Headquarters
3525 Hyland Ave Ste 145, Costa Mesa, Cal...Phone Number
(714) 581-5376Website
www.reefpointusa.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Reef Point
Reef Point, LLC specializes in providing innovative tax strategies through Deferred Sales Trusts (DSTs) to help clients defer capital gains taxes and preserve wealth. The company targets business owners, real estate professionals, and financial advisors who are looking to sell appreciated assets without incurring immediate tax liabilities. With expertise from Gregory H. Reese, one of the few Trustees for DSTs in the U.S., Reef Point offers a comprehensive approach to managing capital gains tax exposure and facilitating smooth transactions. Their services include exit strategies, 1031 exchange alternatives, and tailored financial solutions for high-value asset sales.Explore more
Reef Point Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2011
Company Profile Activity
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Reef Point, LLC specializes in providing innovative tax strategies through Deferred Sales Trusts (DSTs) to help clients defer capital gains taxes and preserve wealth. The company targets business owners, real estate professionals, and financial advisors who are looking to sell appreciated assets without incurring immediate tax liabilities. With exp... Read More
