Asset Strategy Educational Events

Gain knowledge: Helping you Create, Manage, Protect & Distribute Wealth®️

Attend an Asset Strategy Event

Being informed stands at the forefront of Asset Strategy’s belief in financial wellness. We offer events on a wide variety of topics designed to touch on the unique needs of different financial situations. You may learn about recent market overviews, real estate material, tax strategies, and so much more. Explore our upcoming events below.

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Tax Deferral Strategies for Landlords, CPAs, Estate Planning Attorneys and Investors

March 16, 2023 @ 12:00 pm - 1:00 pm

Join us for our Tax Deferral Strategy webinar as we give an overview of the fundamentals of IRC Section 1031 for real property and how DSTs (Delaware Statutory Trusts) can be used as part or all of a 1031 solution.

This webinar will discuss:

  • The 1031 Process
  • A Brief History and Overview of DSTs
  • Why Use a 1031 Exchange?
  • What is a Like-Kind Property?
  • Basic 1031 Rules
  • 1031 Exchange Time Limits 
  • Overview of Passive Real Estate (DSTs)

And much more!


March 16, 2023
12:00 pm - 1:00 pm


Asset Strategy


Virtual Zoom