Join Us For a Class and Get a Free CPE Credit!

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1 CPE – Introduction to 1031 Exchanges and DSTs



⏩  Let our team help you earn a free CPE Credit by attending our 1-hour course on tax deferral strategies. We will discuss 1031 Exchanges, DSTs, and Opportunity Zones.


💡 Over 100 years ago, Internal Revenue Code 1031 (IRC§1031) was legislated into law with the Revenue Act of 1921. While it has undergone various iterations over the subsequent decades, the spirit of the code remains. The code states ‘no gain or loss shall be recognized on the exchange of property held for the productive use in a trade, business or for investment if such property exchanged solely for like-kind which is to be held for the productive use in a trade, business or for investment’. Widely accepted as providing stimulus for the highest and best use of real estate capital investment, IRC§1031 provides investors with a powerful tool for tax deferral while promoting reinvestment domestically rather than abroad.


📚 Join Asset Strategy as we discuss this powerful tax planning tool. Utilizing the code correctly requires an astute taxpayer and an educated CPA.


In this course, participants will be educated in:

👉 Guidelines of a 1031 Exchange

  • Timelines for identification period and closing
  • Equity and debt replacement parameters

👉 Depreciation Effects and Schedules

  • Schedule E
  • Schedule 8825
  • Equity and Debt Replacement

👉 Asset Classes

  • Definition of like-kind properties
  • Acceptable exchange examples
  • Active vs. Passive Ownership

May 23, 2024

Thursday 4 pm ET

June 6, 2024

Thursday 4 pm ET

June 20, 2024

Thursday 4 pm ET

July 11, 2024

Thursday 4 pm ET

July 25, 2024

Thursday 4 pm ET

August 8, 2024

Thursday 4 pm ET

August 22, 2024

Thursday 4 pm ET

September 5, 2024

Thursday 4 pm ET

September 19, 2024

Thursday 4 pm ET

October 3, 2024

Thursday 4 pm ET

October 17, 2024

Thursday 4 pm ET

October 31, 2024

Thursday 4 pm ET

November 14, 2024

Thursday 4 pm ET

November 28, 2024

Thursday 4 pm ET

December 12, 2024

Thursday 4 pm ET

December 19, 2024

Thursday 4 pm ET

January 9, 2025

Thursday 4 pm ET

January 23, 2025

Thursday 4 pm ET

Questions? Contact us below!



Sean Whalen, CFP®, MSF

Director of Private Wealth
Partner – Senior Consultant

781-235-4426 ext. 135


Sean Whalen, CFP®, MSF is the Director of Private Wealth and Senior Consultant at Asset Strategy. He has 20+ years of experience in investment management, risk management, budgeting, financial planning, and capital gain strategies. He formerly worked at Morgan Stanley and Santander Investment Services. He holds a Master of Science in Finance degree from Brandeis University and a BA in Business Administration from Seton Hall.


William “Bill” O’Neill, AIF®

Business Operations Manager
Financial Consultant

781-235-4426 ext. 137


William “Bill” O’Neill, AIF® is a graduate of Merrimack College with a BS in Finance. He is an Accredited Investment Fiduciary from the Center for Fiduciary Studies. Bill’s role with Asset Strategy is Communications Manager, which draws from his 25 years of experience as a serial entrepreneur. He was previously a partner/founder in an executive search firm, owned a purpose-built construction company, and helped develop a corporate marketing and communications firm. Bill has also been an investment property investor for over 20 years.

Because investor situations and objectives vary this information is not intended to indicate that an investment is appropriate for or is being recommended to any individual investor.


This is for informational purposes only, does not constitute individual investment advice, and should not be relied upon as tax or legal advice. Please consult the appropriate professional regarding your individual circumstance.


There are material risks associated with investing in private placements, Delaware Statutory Trusts (“DSTs”) and real estate securities including the potential loss of the entire investment principal, illiquidity, tenant vacancies impacting income and revenue, general and real estate market conditions, lack of operating history, interest rate risks, competition, including the risk of new supply coming to market and softening rental rates, general risks of owning/operating commercial and multifamily properties, short term leases associated with multi-family properties, financing risks, potential adverse tax consequences, general economic risks, development risks, long hold periods, and investors should read the PPM carefully before investing paying special attention to the risk section. The rules and regulations of the Qualified Opportunity Zone (QOZ) Program are complex, and compliance with the QOZ Program comes with significant challenges such as appreciation unpredictability, certain neighborhoods may be less accommodating to development, illiquidity for up to ten or more years, availability and cost of construction and development financing uncertainty, development and redevelopment real estate risks, as well as a number of Jobs Act interpretation uncertainty which may impact future risks, if any.