From Tax Burden to Opportunity: 1031 & DST Tax Deferral Strategies for CPAs
When clients (especially those with high net worth and ultra high net worth) sell investment or business real estate, they risk losing 25%–30% of their gain to taxes. A thoughtfully structured §1031 exchange lets them defer those taxes and reinvest 100% of their equity. Pairing that with a Delaware Statutory Trust (DST) adds professional management, diversification, and passive income potential — all within IRS guidelines.
Help clients keep more of their earnings, preserve their wealth, and defer capital gains by learning:
- How a 1031 exchange can defer capital gains and depreciation recapture taxes
- Why DSTs qualify as “like-kind” property and can simplify complex exchanges
- Key IRS rules, deadlines, and identification requirements every CPA should know
- How DSTs can serve as a practical estate planning solution through a step-up in basis
- Critical caveats around liquidity, debt structure, and compliance