Free
Guide
for
High-Income Earners & Practice Owners
Choosing Between DST and Working Interest for Your 1031 Exchange
Understand the key differences between DSTs and direct working interests for 1031 exchanges. Make strategic choices to mitigate taxes and enhance your investment portfolio.
What you’ll learn
- Sellers have just 45 days to identify replacement properties and 180 days to close, requiring swift, informed action.
- DSTs offer passive investment benefits, whereas direct working interests provide active participation and governance opportunities.
- Tax treatment under IRC sections § 263(c) and § 469(c)(3) can present significant opportunities for tax mitigation and financial efficiency.
- Understanding operational structures and associated risks is crucial for making strategic investment decisions that align with long-term goals.
zAtituWwykoJkvJ1F3Gp
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Your guide is on its way
Check your inbox in the next few minutes. You can also download it now.
Download the PDFOr schedule a private strategy callInside the guide
Choosing Between DST and Working Interest for Your 1031 Exchange
Contents
- Core Situation Explore the critical timelines and decisions sellers face in a 1031 exchange.
- Capital Allocation Learn how to effectively allocate capital when considering replacement property options.
- Ownership Models Discover the distinct ownership structures of DSTs versus direct working interests.
- Tax Mechanics Understand the intricacies of tax treatment, including deductions under relevant IRC sections.
- Risk & Governance Evaluate governance structures and operational risks associated with each investment avenue.
Written for
- High-Earning Specialists Seeking strategies to enhance wealth preservation and growth potential.
- CPAs & Wealth Advisors Looking to provide optimal solutions for clients navigating 1031 exchanges.
Is the guide really free?
Yes. There is no cost and no obligation. The PDF arrives by email, and you can download it straight away.
Is this tax advice?
No. The guide explains general federal tax rules for educational purposes. Your CPA should apply them to your own situation, and the guide includes the questions to bring to that conversation.
Do I need to be accredited to read it?
No. Anyone can read the guide. Participation in a Summit Ventures joint venture is limited to accredited individuals and entities, and status is verified before any commitment.
Will someone contact me?
We may send related resources and invitations to upcoming sessions, and you can unsubscribe at any time. A call only happens if you request one.
