William “Bill” O’Neill

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.

Bill O’Neill AIF®

781-235-4426 Ext 137

wjo@assetstrategy.com

Invest In Your Future

DST Video Series

In this video series, you will learn about the 1031 exchange, its guidelines, and how tax code IRC 1031 may help you defer taxes.  We will also cover the role and importance of a qualified intermediary (Q.I), active vs. passive real estate ownership, and types of passive ownership solutions available in a 1031 exchange, including tenants in common and the Delaware Statutory Trust or DSTs.  Watch these videos in order or out of order – they are designed to provide information in small attainable segments so you can digest it at your leisure. Enjoy!

DST Series

SMART STRATEGIES

Capital Gain Strategies For Highly Appreciated Investment Real Estate

Asset Strategy is an independent wealth management firm with over three decades of experience. Our ethos is centered on providing our clients with thought leadership, education, and advice across the spectrum of investment and financial opportunities. That’s why we’re excited to help our clients meet their investment and planning objectives when considering the sale of investment properties through a 1031 exchange. We’ll guide you through the process and help you select and acquire suitable 1031 exchange eligible investments to meet your real estate portfolio goals and objectives. Download our complimentary guide today to learn more!




























































NOTICE

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