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Have you heard about 1031 exchanges? Leveraging this strategy correctly could help investors sell and reinvest without facing capital gains taxes — thereby preserving wealth.
Join Robert Curtiss with guest Joe Carey, alternative investment specialist at Signature Estate & Investment Advisors, LLC, as they talk about the benefits and complexities of 1031 exchanges, a tax deferral strategy for real estate investors.
Rob and Joe discuss:
- When should real estate investors consider using a 1031 exchange as a tax deferral strategy
- Why would clients benefit from utilizing a 1031 exchange
- What are the costs associated with different types of Delaware Statutory Trusts (DSTs)
- Ways 1031 exchanges add value to long-term wealth planning
- And more!
Related: Trust and Transparency: The Foundation of a Successful Advisor-Client Relationship