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Tax-Deferred Delaware Statutory Trusts

Tax-Deferred Delaware Statutory Trusts

Wednesday, July 15, 2020
12:00 PM - 1:00 PM (PDT)

Online only

Event Details

Thinking about selling your rental property but have concerns about your potential tax liability? Washington property owners can pay as much as 28.8% in taxes. The good news is that you can defer, reduce, and even eliminate paying taxes by utilizing a tax-deferred Delaware Statutory Trust (DST). Join us online and learn about Delaware Statutory Trusts, how they work, who uses them, why they are used, the benefits vs. the risks, and what replacement property options are available to accredited investors*. The class will be taught by Austin Bowlin, CPA - Partner at Real Estate Transition Solutions. Austin advises investment property owners on the mechanics and tax-considerations of 1031 Exchanges and provides exit strategy analysis, transition planning and execution, and replacement property options available.

* An Accredited Investor is an individual with a net worth (excluding primary residence) of $1,000,000+ or annual income in excess of $200,000 for the last two years for an individual or $300,000 for a couple filing jointly.

RHAWA Members: Attend unlimitted seminars for 12 months with one of our class pass options. Learn more here.

This session is presented ONLINE ONLY. After class, all participants will receive a link to recorded session and downloadable materials for review.

All written, presented and recorded content provided by RHAWA for this course are for the use of the participants enrolled in the course.  Copyrighted course content may not be further disseminated. 

Formal legal advice and review is recommended prior to selection and use of this information. RHAWA does not represent your selection or execution of this information as appropriate for your specific circumstance. The material contained and represented herein, although obtained from reliable sources, is not considered legal advice or to be used as a substitution for legal counsel.

IMPORTANT INFORMATION: The information herein has been prepared for educational purposes only and does not constitute an offer to purchase or sell securitized real estate investments. Such offers are only made through the sponsors Private Placement Memorandum (PPM) which is solely available to accredited investors and accredited entities. There are risks associated with investing in real estate properties including, but not limited to, loss of entire investment principal, declining market values, tenant vacancies, and illiquidity. Because investors' situations and objectives vary this information is not intended to indicate suitability for any particular investor. This material is not to be interpreted as tax or legal advice. Please speak with your own tax and legal advisors for advice/guidance regarding your particular situation. DST 1031 properties are only available to accredited investors and accredited entities only. If you are unsure if you are an accredited investor and/or an accredited entity please verify with your CPA and Attorney. Real Estate Transition Solutions offers securities through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Advisory services through Concorde Asset Management, LLC (CAM), an SEC-registered investment adviser. Real Estate Transition Solutions is independent of CIS and CAM.