Excited to hear Peter May speak at The Tax Smart Investor Summit on Jan 28th! Discover the crucial principle that successful investors grasp - it's not just about what you earn, but what you KEEP. Explore the leading strategies and tools utilized by the affluent to minimize their tax obligations at the Tax-Smart Investor Summit. Featuring renowned speakers such as a top tax advisor, retirement account expert, 1031 specialist, and Delaware Statutory Trust specialist, each offering impactful insights to assist you in lowering your tax burden effectively. Don't miss out on this transformative summit - secure your spot today!
DST Sherpa
金融服务
Bala Cynwyd，PA 58 位关注者
Oversight & guidance for 1031 / 1033 investment real estate strategies, including Delaware Statutory Trusts (DST).
关于我们
Real Estate has been financially rewarding for you. You have created a successful investment real estate portfolio. But, the exit strategy can be a challenge. How do you: - Sell you property - Continue to enjoy monthly income - Shed the responsibility of property management - Diversify your holdings - Defer or potentially eliminate taxes? Or, suppose you are faced with a casualty loss or an involuntary conversion? A Delaware Statutory Trust (DST) may be a solution*. For more information, visit us at www.dstsherpa.com. DISCLAIMER: *To be an accredited investor, an individual must have had earned income that exceeded $200,000 (or $300,000 together with a spouse) in each of the prior two years and “reasonably expects the same for the current year,”according to the SEC. Or, the individual must have a net worth of more than $1 million, either alone or together with a spouse. With the passage of the Dodd-Frank Act, this now excludes a primary residence as being eligible as part of an investor’s net worth (investors who had existing accredited investments but who now fail the net-worth test without their residence being valued were grandfathered). The information, suggestions, and opinions included in this material is for informational purposes only and cannot be relied upon for any financial, legal, tax, accounting or insurance purposes. Ross Rubin and Peter May will not be held responsible for any detrimental reliance you place on this information. Investments in a Delaware Statutory Trust (DST) involve certain risks, including the potential lack of return, loss of principal and tax consequences. Investment Advisory Services offered through AlphaStar Capital Management, LLC, a Registered Investment Adviser. Ross Rubin’s and Peter May’s DST business is marketed under DST Sherpa which is not a registered entity. The DST sponsor determines whether to accept any individual’s subscription documents. Portfolio management services provided by a third-party sub-advisor.
- 网站
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https://www.dstsherpa.com
DST Sherpa的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Bala Cynwyd，PA
- 类型
- 私人持股
- 创立
- 2019