May 20, 2020

Using the Delaware Statutory Trust to Grow Your Practice

1031 Exchanges/DSTs

The Delaware Statutory Trust (DST) has become an increasingly important part of the financial planning discussions financial professionals have with their clients. While not every client owns income p[...] Read More

February 26, 2020

DSTs and Staying on the Right Side of Compliance & the Regulators - RIA Edition

1031 Exchanges/DSTs

Many financial professionals experience compliance anxiety at the mere mention of private placements or the increasingly popular Delaware statutory trusts (DSTs). Introduce the idea that they can reac[...] Read More

December 23, 2019

Don’t let your 1031 exchange get the “boot”

1031 Exchanges/DSTs

A 1031 exchange is a powerful tax code provision that can, when executed properly, allow a taxpayer to swap one business or investment property for another. An important topic to be familiar with when[...] Read More

October 31, 2019

Considerations When Selecting a Qualified Intermediary

1031 Exchanges/DSTs

It is important to understand the roles of the key players involved in a properly executed 1031 transaction, like the Qualified Intermediary. Read More

October 17, 2019

8 Reasons to Consider DSTs

1031 Exchanges/DSTs

How Financial Professionals Are Helping Clients Interested in Selling a Business Property Financial professionals may miss opportunities to grow their practice within their own client base. One area t[...] Read More