Partner With Us
Asset Strategy partners with Real Estate Professionals (Commercial & Residential), CPAs / EAs, Attorneys, and Qualified Intermediaries to help clients navigate complex financial decisions. We’re stronger together.
Tap a button below to explore how we partner with your profession.
The agents who close the most deals are not just selling property. They solve the tax, estate, and income concerns that quietly kill listings. That is where we come in.
Brokers, agents, and real estate specialists across both residential and commercial markets, guiding investors through listings, closings, and repositioning. You drive the property side. We engineer the tax and income side that lets the seller move forward.
1031 and 1033 Exchanges, DST and 721 UPREIT replacements, Opportunity Zone reinvestment, Cost Segregation on replacement property, Charitable Remainder Trusts, and Step-Up planning for legacy-minded owners.
A seller stalls on capital gains. A 1031 window is closing. A landlord wants out without losing income. An estate-minded owner is planning legacy. The moment taxes enter the conversation, that is our cue.
New England and all across the United States.
35+ years partnering with real estate professionals on a fiduciary, fee-only standard. We never sell real estate, accept referral fees, or displace your relationship. Our only goal is your client moving forward.
A quick email or phone introduction the moment a client raises tax or estate concerns. We run a no-cost analysis and present options alongside you. Call (781) 235-4426 or visit assetstrategy.com/contact.
Real Estate Deal Killers
Seven usual suspects that stall closings, and how we solve them together.
- 1031 Exchange: Defer the gain into qualified like-kind replacement property
- DST Replacement: Passive ownership without the active landlord headaches ahead
- Cost Segregation: Accelerate depreciation on the qualifying replacement real estate
- 721 UPREIT: Convert active rentals into diversified REIT operating units
- DST Replacement: Preserve income without midnight maintenance phone calls again
- Cost Segregation: Offset rental income with accelerated depreciation deductions early
- DST Identification: Pre-packaged property closed inside the remaining window quickly
- Backup DST: Vetted institutional fallback ready on hours of notice
- Multi-DST Split: Diversified replacement across asset classes and geographies nationally
- Fractional DST: Absorb surplus proceeds and neutralize the boot completely
- Cost Segregation: Maximize deductions on the smaller replacement real estate
- 1031 Exchange: Defer the gain across replacement and DST positions
- Opportunity Zone: Spread the gain across diversified development projects nationally
- DST Allocation: Multiple sponsors, sectors, and markets in one swap
- Oil & Gas: Mineral interests diversify well beyond traditional real estate
- Conservation Easement: Federal deduction for protecting the land in perpetuity
- Bargain Sale: Sell below market to a qualified buyer and deduct the difference
- Charitable Remainder Trust: Fund with the land and retain a lifetime income stream
- Step-Up Planning: Time decisions to preserve basis advantages at death
- 721 UPREIT: Convert to REIT units that distribute cleanly among heirs
- Charitable Remainder Trust: Lifetime income now and a charitable legacy at death
A tax return tells the truth about last year. Together, we engineer next year before it arrives, while you remain the client's trusted authority of record.
Certified Public Accountants and Enrolled Agents serving high-net-worth families, retirees, and business owners. You report what already happened. We design what comes next.
Capital gains mitigation through 1031s, DSTs, 721 UPREITs, Opportunity Zones, and Oil & Gas. Plus Roth conversion modeling, Cost Segregation, Charitable Remainder Trusts, Entity Restructuring, and Step-Up planning.
A K-1 surfaces a surprise gain. A client is selling a business. A retiree faces large RMDs. An inheritance arrives with appreciated assets. Whenever the return reveals an opportunity to plan forward, bring us in.
New England and all across the United States.
35+ years partnering with CPAs and EAs on a fiduciary, fee-only standard. We never file returns or replace your role. We layer forward-looking strategy on top of your tax work.
A quick email or call the moment a return surfaces a planning opportunity. We run a no-cost analysis at no obligation. Call (781) 235-4426 or visit assetstrategy.com/contact.
CPA Time Killers
Nine usual suspects that drain your hours, and how we solve them together.
- Opportunity Zone: 180-day window may still be open for deferral
- Oil & Gas Deductions: Working interest offsets ordinary income this year
- Cost Segregation: Accelerate depreciation on existing property to offset gain this year
- Charitable Remainder Trust: Income stream plus current-year deduction on appreciated assets
- Donor-Advised Fund: Bunching strategy maximizes itemized deductions in one year
- Private Family Foundation: Multi-generational charitable giving vehicle with full control retained
- 721 UPREIT: Convert to passive REIT units and defer all tax
- DST Replacement: Real estate income with zero ongoing management
- 1031 Exchange: Defer the gain and recapture in one move
- Roth Conversion Modeling: Multi-year bracket optimization to flatten the curve
- IRMAA Threshold Planning: Coordinate distributions with Medicare premium exposure
- QCD Strategy: Reduce MAGI through qualified charitable distributions
- QSBS Evaluation: Section 1202 exclusion on qualifying C-corp gains
- Pre-Sale Entity Restructuring: Positions the deal for the cleanest treatment
- Opportunity Zone: Proceeds reinvested into qualified development projects
- 10-Year Distribution Strategy: Bracket-aware drawdown modeling across the full window
- Roth Conversion Coordination: Reduce the future beneficiary tax burden
- Cash-Flow Mapping: Layer distributions with the client’s broader income picture
- Oil & Gas Working Interests: Deductions offset ordinary income directly
- Cost Segregation: Accelerate depreciation on qualifying real property holdings
- Roth Conversions: Use lower-income years to lock in future tax savings
- Step-Up Basis Optimization: Coordinated across all appreciated family assets
- ILIT Structuring: Removes policy proceeds from the taxable estate
- 721 UPREIT into Estate Plan: Income units integrated into the generational structure
- Call Us First: We already know the strategy and can walk you through it in minutes
- No Research Burden: We specialize in exactly the once-a-year strategies that surface on a return
- No Cost To Consult: A no-obligation analysis we present alongside you
A trust without a funding plan is a beautifully drafted promise with nowhere to go. Together, we make your legal architecture perform in the real world.
Estate, real estate, tax, and trust attorneys structuring the legal architecture for high-net-worth clients. You draft the documents. We fund, manage, and coordinate the financial strategy.
Trust funding for CRTs, DAFs, and Private Family Foundations. Estate plans integrating DSTs, Opportunity Zones, 721 UPREITs, Conservation Easements, Step-Up planning, Entity Restructuring, and life-insurance-funded charitable giving.
A trust is drafted and needs funding. An estate is being settled. A business sale is closing. A divorce is dividing complex holdings. Bring us in once the legal frame is set.
New England and all across the United States.
35+ years partnering with attorneys on a fiduciary, fee-only standard. We never draft documents or replace your role. We provide the investment, tax, and insurance side that lets your work perform for decades.
A quick email or call the moment financial complexity enters a legal matter. We run a no-cost analysis at no obligation. Call (781) 235-4426 or visit assetstrategy.com/contact.
Attorney Time Killers
Eight usual suspects that stretch your hours, and how we solve them together.
- Step-Up Planning: Coordinated basis strategy across appreciated estate assets entirely
- DST Replacement: Inherited real estate converted into passive professional management
- Asset Reinvestment: Liquidated proceeds redeployed across diversified income-producing investment vehicles
- Financial Modeling: Side-by-side projections of every settlement division scenario clearly
- Entity Restructuring: Business interests cleanly repositioned for the post-settlement structure
- DST Allocation: Income-producing real estate replaces unwanted active holdings cleanly
- Investment Tax Credit: Available federal credits applied against the sale proceeds
- Opportunity Zone: Sale gain deferred across diversified national development projects
- QSBS Evaluation: Section 1202 qualifying exclusion applied to the proceeds
- Charitable Remainder Trust: Funded and managed with appreciated client assets directly
- Donor-Advised Fund: Investment management aligned with the drafted estate documents
- Life Insurance Funding: Permanent policy structured inside the irrevocable trust correctly
- 1031 Exchange: Complete identification, replacement, and timeline management handled cleanly
- DST Replacement: Vetted institutional inventory inside the 45-day exchange window
- 1033 Alternative: Involuntary conversion path applied when criteria are met
- Irrevocable Life Insurance Trust: Removes proceeds from the taxable estate and creditor reach
- Charitable Remainder Trust: Asset transferred out of the estate, lifetime income retained
- Insurance Repositioning: Permanent policies coordinated with the broader legal plan
- QTIP Trust Funding: Investment management for the marital trust structure
- ILIT Structuring: Permanent insurance equalizes the inheritance picture
- Multi-Generational Coordination: Investment plan aligned across both heir classes
- Drop & Swap: Convert partnership interests to TIC, then each partner 1031s individually
- Partnership Buyout: Structure the buy-out cleanly for the remaining partners
- Separate DST Replacements: Each former partner lands in their own passive position
The 45-day clock runs whether the deal is ready or not. Together, we land the replacement on time and on strategy, every time.
Qualified Intermediaries facilitating 1031 exchanges and holding relinquished proceeds in escrow. You safeguard the funds. We deliver vetted replacement property fast enough to protect every deadline.
Pre-packaged DST inventory ready inside the 45-day window. Backup identifications, surplus-equity allocations to neutralize boot, 721 UPREIT conversions, 1033 alternatives, and accredited investor coordination throughout the exchange.
An exchanger nears day 45 without a replacement. An active deal wobbles. A buyer has surplus proceeds. A client wants passive instead of active ownership. We move on hours of notice.
New England and all across the United States.
35+ years partnering with Qualified Intermediaries on a fiduciary, fee-only standard. We never compete for your role holding exchange funds. We extend it with vetted, pre-screened replacement options.
A quick email or call the moment an exchange needs a replacement option. We move on hours of notice. Call (781) 235-4426 or visit assetstrategy.com/contact.
Exchange Deadline Killers
Seven usual suspects that threaten the clock, and how we solve them together.
- DST Identification: Vetted institutional property closed inside the remaining timeframe
- Backup Inventory: Pre-packaged options ready on just hours of notice
- 1033 Alternative: Involuntary conversion explored when the criteria align well
- Fractional DST: Absorbs leftover equity and neutralizes the boot fully
- Multi-Sponsor Allocation: Surplus equity split across diversified institutional offerings nationally
- 721 UPREIT: Excess proceeds converted into REIT operating partnership units
- 721 UPREIT: Active property converted into passive partnership operating units
- DST Replacement: Professional management handles every single property-level decision daily
- Multi-DST Portfolio: Diversified passive ownership across multiple asset types nationally
- Backup DST: Vetted institutional fallback inside the identification window ready
- Multi-Property Identification: Three-property rule maximized with fully qualified replacement options
- 1033 Alternative: Contingency path documented for any involuntary conversion scenarios
- Multi-DST Split: Proceeds divided across diverse asset classes and geographies
- 721 UPREIT: Portion converted into REIT operating partnership unit position
- Sector Diversification: Industrial, multifamily, medical, and retail allocations combined effectively
- Reverse 1031 Exchange: An EAT parks the replacement until the relinquished sale closes
- DST Bridge: Institutional inventory holds the slot while the sale finds its buyer
- Contingency Structure: Plan B documented if the sale runs past the parking window
- Improvement 1031 Exchange: An EAT parks the property during construction
- Construction Draw Coordination: Funds released for qualified improvements within the 180-day window
- DST Backup: Pre-packaged options ready if the build does not complete in time
The companies depicted in the photographs herein may have proprietary interests in their names and trademarks. Nothing herein shall be considered an endorsement, authorization, or approval of Asset Strategy or the investment vehicles they may offer of the aforementioned companies. Further, none of the aforementioned companies are affiliated with Asset Strategy in any manner.
