Asset Strategy Educational Events

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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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Introduction to 1031 Exchanges and DSTs – CPA Event

Asset Strategy 24 Superior Drive, Natick

Introduction to 1031 Exchanges and DSTs 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 […]

Asset Strategy’s 2022 4th Quarter Market in Review

Virtual Zoom

When: Friday, January 13, 2023 at 1 PM ET Where: Virtual Zoom From a stocks and bonds point of view, thankfully 2022 is over. Last year marked one of the worst years for stocks and bonds and, therefore, for diversified portfolios. At year-end markets continued to remain concerned about economic growth, inflation, and the Federal […]

CPE Credit – 1031 Exchanges and DSTs

Virtual Zoom

This course gives 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 presentation will discuss the basics of the 1031 process, provide a brief history and overview of DSTs, and why taxpayers may or […]


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