The 1031 Exchange is a viable option to protect your investment profits. Save on potentially paying thousands of dollars in capital gains taxes to the IRS on the sale of your investment property.
Delaware Statutory Trust
The Delaware Statutory Trust (DST) is considered an "arm chair" investment or rather a "passive" investment opportunity that allows an individual to own fractional shares in institutional grade properties. A DST is a legal entity created as a trust under Delaware law that has the ability to hold real-estate.
Charitable Remainder Trust
The Charitable Remainder Trust (CRT) is a technique we use with our high-net worth clients. This technique is used to avoid increasingly high capital gains taxes on appreciated property they plan on selling. This includes their primary residence.