Retain more capital through investments that offer tax deferral benefits
Throughout our conversations with clients, attorneys, CPAs, and outside advisors, we have found there to be a gap in education and resources around 1031 exchanges/Delaware Statutory Trusts (DST) and Opportunity Zones.
By creating a resource and education center for our connections we hope to help close that gap and bring these funds to clients where they fit. Now, these funds aren't a one-size-fits-all, a client's financial situation needs to be thoroughly analyzed to see if they are truly a fit. Where they are a fit, they can be powerful planning tools.
Webinar - Real Estate Tax StrategieS
1031 DST Exchange
- Eligible Assets include real estate held for investment purposes.
- Rollover principal and capital gains of the real estate sale.
- Eligible investments include real property without location restrictions.
- May use a passive solution to satisfying a 1031 Exchange — and that is a Delaware Statutory Trust (DST).
*To qualify as an accredited investor, a person currently must have at least $200,000 in personal income, or $300,000 for combined incomes, for two consecutive years. People with a net worth of more than $1 million jointly or with their spouse, excluding the value of their home, also qualify.
Opportunity Zone Fund
- Eligible Assets include any investment including stocks, bonds, real estate, collectables, partnership interests, etc.
- Rollover capital gains only (principal not required).
- Eligible investments includes commercial real estate, housing, infrastructure, and businesses wthin an OZ.
*To qualify as an accredited investor, a person currently must have at least $200,000 in personal income, or $300,000 for combined incomes, for two consecutive years. People with a net worth of more than $1 million jointly or with their spouse, excluding the value of their home, also qualify.