Dentists Seeking Options for Reinvestment Upon Selling Practice

Both 1031 DST (Delaware Statutory Trust) and Opportunity Zone investments offer tax-advantaged strategies for individuals, including dentists, looking to sell a practice and reinvest the proceeds. However, they are distinct programs with different eligibility criteria and tax benefits. Let's compare them:

-Adam Stalnaker

Webinar - Real Estate Tax StrategieS

1031 DST Exchange

*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

*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.

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Accredited Investor - Interest Form

  • An accredited investor has a gross annual income of $200,000 for two consecutive years or a net worth of $1,000,000 excluding their primary residence.

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Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. Advisory products and services offered by Investment Advisory Representatives through Rockport Wealth Advisors, a Registered Investment Advisor. Private Client Services and Rockport Wealth Advisors are unaffiliated entities.

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