Lunch Seminars on DSTs

After the busy tax season ended in the second quarter, we invited CPAs with new-found time to have lunch with us and learn about the tax benefits of exchanging property into, and investing in, Delaware Statutory Trusts (DSTs). We appreciate everyone who came out to learn why DSTs can be an attractive option for 1031 Real Estate Exchanges by providing the same passive income and depreciation benefits of traditional Real Estate holdings, without the hassles of being a landlord.


We can form your Financial Dream Team


We most appreciate the connections and relationships that we have with our network of other trusted professionals and advisors. By coordinating with these experts, we believe we benefit our clients by collaborating on new ideas and strategies to help them reach their financial goals. By being in sync with your CPA, your attorney(s) and any other advisor(s) you have, we can truly form your “Financial Dream Team”.


We’ve spoken at events for networking, trade and industry groups on topics such as the importance of saving for retirement as well as complex financial planning strategies that may be unique to specific industries. We’ve also hosted numerous seminars about new strategies that can help our clients achieve their long-term financial goals.

If there’s a specific topic you’d like to learn more about, or simply one that you think your company or business group would be interested in, let us know! Please reach out and let’s start planning a seminar for you and your colleagues.