Advanced Tax Strategies for Advisors & Investors
You’re working with clients who are sitting on appreciated real estate, business equity, or large taxable gains, and many of them don’t realize they have better options than paying the IRS or buying another property to manage.
In this webinar, Bonaventure Capital breaks down how advisors and investors are using 1031 exchanges, 721 exchanges, Delaware Statutory Trusts (DSTs), and Qualified Opportunity Zones (QOZs) to defer taxes, simplify ownership, and convert equity into long-term, passive income.
If your clients are rich on paper but stuck in high-maintenance assets, this session shows how to turn complexity into clarity and taxes into opportunity.
Key Takeaways
- The 1031 Exchange, Simplified: How like-kind exchanges really work, common pitfalls, and why timing and structure matter
- DSTs Explained: How Delaware Statutory Trusts let investors defer taxes, ditch management, and maintain monthly income
- The 721 Exchange Blueprint: A modern two-step exit strategy into diversified portfolios with a clearer path to liquidity
- Qualified Opportunity Zones: How to defer gains from real estate, business sales, and other assets while unlocking tax-free growth
- Estate Planning & Legacy Strategy: How “swap until you drop” creates step-ups in basis and simplifies inheritance
- Advisor Growth Playbook: How CPAs, QIs, brokers, and existing clients become consistent AUM growth channels
- Your Next Move: A practical framework for identifying high-value prospects and starting the right conversations