June 02, 2022

1031 Exchange Documents for a Successful Transaction

1031 Exchanges/DSTs Article

In previous posts, we have discussed the requirements of a 1031 Exchange and the importance of complying with those requirements to help ensure a successful transaction. Fortunately, there is a series[...] Read More

April 07, 2022

Transform Your Clients’ Tax and Estate Plans with DSTs

1031 Exchanges/DSTs Article

Discover how you can expand your services to clients who own investment property. Read More

March 09, 2022

Common Misconceptions About Opportunity Zone Investing

QOZs Article

As Interest in Opportunity Zone Investing Grows, So Does the List of Investor Questions Ever since the Tax Cuts and Jobs Act was signed into law on December 22, 2017 and investing in opportunity zones[...] Read More

February 26, 2020

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

1031 Exchanges/DSTs Article

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 Article

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 03, 2019

How DSTs Help Financial Professionals Build Centers of Influence

Growing Your Practice 1031 Exchanges/DSTs Article

Harvesting the Opportunities of a Strong COI Network Your role as a financial professional licensed to conduct business using securitized investments is one of the most important relationships a busin[...] Read More